Modjo Deals is designed to help you stop wasting time on deals that won’t close. With this tool, revenue team leaders can effectively prioritize their pipeline, identify coaching opportunities, and forecast with precision, all from a single platform.
Imagine opening Modjo Deals and immediately seeing which deals require your attention. This tool allows you to quickly identify stalled deals, highlight key objections, and access AI-driven insights to help your team close more deals.
How Modjo Deals transforms your pipeline reviews
Pipeline prioritization: Focus your team’s efforts on the deals most likely to close.
Coaching opportunities: Quickly spot deals that need a push and use AI insights to guide your team to success.
Accurate forecasting: Get a clear view of your pipeline’s health and make data-driven decisions for your sales strategy.
1. Getting Started with Modjo Deals
A. Enabling Modjo AI
Unlock the full potential of Modjo Deals with AI-powered insights. More info here
B. Connecting your CRM
Modjo Deals integrates seamlessly with Salesforce, HubSpot and Microsoft Dynamics. Here’s what you need to know for a smooth integration:
CRM objects: Use only the "Opportunity" object in Salesforce and Microsoft Dynamics or the "Deal" object in HubSpot.
Deal synchronization: Only deals from users with both a Modjo and Salesforce/HubSpot/Microsoft Dynamics license are synchronized.
Linking calls to Deals: To learn how to associate a call with the right deal, check out the dedicated article: Associating Calls with Specific CRM Objects (deal/contact/account)
C. Synchronizing your emails
Get a complete view of your deal interactions by integrating your teams' emails. Dedicated article
2. Accessing Modjo Deals
A. There are two ways to access Modjo Deals:
Main menu: Click on the "Deals" tab in the Modjo main menu.
Search bar: Search for a specific deal using the Modjo search bar.
B. Navigating Modjo Deals
Deals list page: This is your central dashboard. Here, you can view all the deals imported from your CRM, and filter them by user, team, deal stage, close date, and more.
Deal status: Deals are also classified by status (open, closed won, closed lost).
Search: Use the search bar to find deals by name.
Share view: Click “Copy Link” to share a specific view with your team.
C. Deal detail page:
Access in-depth information about a specific deal. You’ll find:
CRM information,
Interaction timelines (calls, meetings, emails),
Modjo AI warnings,
A power map with contact roles and objections,
The ability to ask our AI chatbot any questions about the deal.
🚨 Specific limitations for Microsoft Dynamics:
Contact role alerts: The Power Map does not display contact roles, so alerts related to these roles will not be available.
Custom fields: The deal table cannot be modified with custom fields.
Sync frequency: CRM data is updated once per day.
3. Unlock the full potential of Modjo Deals
Explore the powerful features of Modjo Deals through the dedicated articles:
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 Deals 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.