Stop wasting time on deals that won't close. Modjo Deals gives revenue team managers the power to prioritize their pipeline, identify coaching opportunities, and forecast with laser focus – all in one place.
Imagine this: You open Modjo Deals and instantly see which deals need your attention. You can quickly identify stalled deals, surface key objections, and access AI-powered insights to help your team close more deals.
Here's how Modjo Deals transforms your pipeline reviews:
Prioritize Your Pipeline: Focus your team's time and energy on the deals most likely to close.
Uncover Coaching Opportunities: Quickly identify deals that need a nudge and access AI-powered insights to coach your team to success.
Forecast with Confidence: Get a clear view of your pipeline health and make data-driven decisions about your sales strategy.
I. Getting Started with Modjo Deals
1. Enabling Modjo AI
Unlock the full power of Modjo Deals with AI-powered insights. More info here
2. Connecting Your CRM
Modjo Deals seamlessly integrates with your existing CRM (Salesforce & Hubspot currently supported).
Here's how it works:
Ensure you're using the right objects: You'll need to be using the "Opportunity" object in Salesforce or the "Deal" object in HubSpot.
Through your CRM integration, we synchronize your CRM deals and link Modjo calls to them:
We only synchronize deals for Modjo users with a Modjo license and with a Salesforce/ Hubspot license.
Your organization needs to use the "Opportunity" object in Salesforce or the "Deal" object in Hubspot.
How do we associate a call to the right Deal ? Here is the dedicated article: Associating Calls with Specific CRM Objects (deal/contact/account)?
3. Synchronizing Your Emails
Get a complete view of your deal interactions by integrating your teams' emails. Dedicated article
II. Accessing Modjo Deals
You can access Modjo Deals in two ways:
Main Menu: Click on the "Deals" tab in the Modjo main menu.
2. Search Bar: Search for a specific deal using the Modjo search bar.
Navigating Modjo Deals
Deals List Page: This is your command center. View all deals from your CRM, filter by user, team, stage, close date, and more.
The tabs under the filters are grouped by forecast category (e.g commit, best case, most likely etc.). This data comes from your CRM, if the field is completed by your sales rep.
and by deal status (open, closed won, closed lost)
Use the search bar to find a deal by its name.
Click on the "Copy Link" CTA to share your view.
Deal Detail Page: Dive deep into a specific deal. Access CRM information, interaction timelines (calls, meetings, emails), Modjo AI warnings, power maps with contact roles and objections, and even ask our AI bot any question you have.
more details on each feature in the dedicated article listed underneath
III. Unlocking the Full Potential of Modjo Deals
Here are the dedicated articles of all powerful features of Modjo Deals:
Deal Summary: quickly grasp the key information of your deal with a summary at deal level. Dedicated article
Ask anything on your deal: ask any question to an AI chatbot! Dedicated article
Deal Warnings: Configure custom warnings to proactively identify at-risk deals. Dedicated article
Contacts objections and roles : leverage the power of Modjo's AI to gain deeper insights into your power map. Dedicated article
Modjo Deal quick access : Get a quick access to Modjo deals from your CRM or data viz tool. Dedicated article
Custom Views: Create tailored views to quickly access the information that matters most to you. Learn more about creating custom views.
Ready to supercharge your pipeline reviews and close more deals? Start using Modjo Deals today!