Struggling to identify risky deals in your pipeline? Modjo’s Deal Warnings provide actionable insights, helping you prioritize opportunities and improve sales efficiency. In this guide, we’ll show you how to set up, customize, and leverage deal warnings to keep your sales on track.

1. What are deals warnings?

Deal warnings are intelligent notifications powered by Modjo’s AI. They analyze activity levels, contact engagement, and CRM data to flag risks in your sales pipeline, ensuring you stay ahead of potential issues and optimize your sales strategy

2. Why are deal warnings important?

Imagine this: you're preparing for your next pipeline review, sifting through countless deals in your CRM, trying to identify those that require immediate attention. It's a time-consuming process, prone to human error, and crucial information can easily slip through the cracks.

This is where deals warnings come in. By automatically surfacing potential risks and opportunities, Modjo empowers you to:

Proactively address deal risks: Identify deals with stalled communication, missed engagement opportunities, or potential objections before they escalate.
Prioritize your efforts effectively: Focus your time and resources on the deals that need them most, improving your overall sales efficiency.
Make data-driven decisions: Gain objective insights into your pipeline health, enabling you to adjust your sales strategies and tactics accordingly.
Improve forecast accuracy: Get a clearer picture of your potential revenue, leading to more accurate forecasting and better business decisions.

3. How do deals warnings work?

Modjo's Deals Warnings are based on a set of predefined rules and thresholds that you can customize to align with your unique business needs. Here is the list of Deals Warnings available in Modjo:

A. Activity intensity

Track the frequency and nature of interactions with your prospects, identifying deals with low engagement or potential ghosting situations.

No activity on the deal for too long: This warning alerts you when there has been no recorded activity (calls, emails, meetings) on a deal for a specified period.
- Ex: No activity on the deal for 10 days or more
No next meeting planned in the future: This warning highlights deals that lack a scheduled next step, prompting you to proactively plan the next engagement. How?As we synchronize your sales calendar, we spot if he has a meeting planned with a user linked to this deal.
Single-threaded conversations for too long: This warning identifies deals where all interactions have been with a single contact for an extended period, encouraging you to broaden your reach within the prospect organization.
Ex: All interactions are with the same contact for 10 days or more

B. Contact engagement

Monitor the involvement of key decision-makers and stakeholders, ensuring you have the right people engaged at the right time.

Key role inactivity (based on contact roles): Flagged when critical contacts (e.g., decision-makers) haven’t been engaged.
- Ex: No interaction with the champion for 12 days or more

🚨 The dropdown contact roles mirror your CRM; warnings won't trigger if a contact lacks an assigned role.

Powermap: (based on contact job titles): Highlighted if senior decision-makers aren’t involved at key stages.

Ex : No active Director or higher whereas the deal is closing in 10 days or less.

💡 A contact is active if they’ve received at least one call, meeting, or email (excluding emails in copy).

To warn you of this risk, we compare the CRM contact job titles of contacts on the deal, with the below list:

C. CRM Hygiene

Ensure your deal data is accurate and up-to-date, avoiding missed opportunities due to incomplete or outdated information.

Deal blocked in a stage for too long: This warning identifies deals that have stalled in a particular stage for an extended period, encouraging you to investigate the reason for the delay and take appropriate action.
- Ex: deal is blocked in stage demo for 12 days or more

Close date overdue: This warning flags deals where the close date has passed, prompting you to review the deal status and take appropriate action.

Deal amount empty: This warning identifies deals with missing deal value information, encouraging you to maintain accurate and complete CRM data.

Deal age is too old: This warning highlights deals that have remained open for an extended period, prompting you to assess their viability and potential for closure.
- Ex: deal age is 50 days old or more

4. Setting up deals warnings

As an Admin, you have full control over alert configuration for your organization:

A. Access warning settings: Navigate to the "Deals" section in Modjo, then click on "Edit".

B. Activate/deactivate warnings: Use toggles to enable or disable specific alerts.

C. Define thresholds: Customize the sensitivity of each warning by adjusting the thresholds according to your business reality.

e.g: you can set the number of days without activity that triggers a "no activity" warning.

D.Specify contact roles (if applicable): Add critical roles (e.g., Decision Maker) to ensure relevant warnings.

E. Save changes: Apply and validate your settings. (It may take a few minutes for updates to reflect in your Deals List.)

5. Using deals warnings in your workflow

Once your deals warnings are set up, you can start leveraging them directly within your Deals List and Deal View.

Deals list view:

Filter by warnings: Quickly identify deals with specific risks using filters.
Hover for details: Understand the cause of a warning by hovering over the icon.

Deal view:

View active warnings: See all warnings related to a deal in one place.

6. Best practices

Regularly review and adjust your warning settings: As your business evolves and your sales processes change, ensure your Deals Warnings configuration remains aligned with your current needs.
Use warnings as a starting point for investigation: Don't treat warnings as absolute truths. Instead, use them as triggers to investigate the deal further, gather additional context, and confirm the potential risk or opportunity.
Collaborate with your team: Share your insights from Deals Warnings with your team members, fostering a culture of proactive deal management and improved communication.

FAQ

How often are deal alerts updated?

Deal alerts are updated once daily and whenever there is an update on the deal (new interaction or new status).

Can I customize warnings for my team?

No, currently only one configuration is possible for the entire organization. However, we continuously improve the feature, so feel free to share your feedback if this would be helpful.

Can I share my alert configuration with other teams in my organization?

Yes, the alert configuration applies across the organization, ensuring everyone has access to the same insights and risk assessments.

Can I disable a warning for a specific deal ?

Currently, it’s not possible to disable individual alerts for specific deals. However, you can disable the alert entirely from the settings if it is not relevant to your organization.