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Products is the catalog of what your company sells. Doris uses it to link products to deals and to calls. The Products page has no link in the sidebar. Open it at app.meetdoris.com/sources/products.

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Set up your catalog

1

Open the wizard

Click the Product Engine circle in the center of the page. You can also click the CRM, Help Docs or Website card. Stripe is marked Coming soon.
2

Connect

Enter your Website and your Documentation site. Doris also reads the products in your connected CRM.
3

Organize

Check how Doris grouped what it found into products. CRM line items become pricing tiers.
4

Documents

Optional. Choose the documents from your library that belong to each product.
5

Enrich

Doris finds the features, personas and value proposition of each product.

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Read a product

Search the list and click a product. The product page has five tabs:
  • Overview shows the description, the value proposition and the Connected Sources. Click Sync now on a source to read it again.
  • Features shows each feature with its Pain, Impact, Solution and Consequence.
  • Personas shows the buyers and users the product is for.
  • Pricing shows the pricing tiers.
  • Activity shows the deals and the meetings linked to the product.
You cannot edit a product on this page. To change it, change the source and click Sync now.
  • Deals. Doris links a product to a deal from the line items on the deal in your CRM.
  • Meetings. Doris links a product to a meeting when the call talks about it.