Welcome to the world of Modjo's AI CRM Filling, a tool designed to transform how you update your CRM, whether it's Salesforce or Hubspot. With this feature, you can not only save valuable time but also improve data quality across your organization.
1. The main benefits of AI CRM Filling
Automated data extraction: Our AI analyzes your calls and extracts relevant information for your CRM fields.
Time-saving: Reduce manual data entry, allowing your sales team to focus on selling.
Improved data quality: Ensure consistent and accurate CRM updates across your team.
Real-time visibility: Managers can track team activities more effectively with up-to-date CRM data.
Enhanced forecasting: Make more accurate sales forecasts with comprehensive CRM information.
2. How does AI CRM Filling work?
Customized template configuration:
Create templates tailored to your different types of calls or teams so that the AI knows which information to extract.Intelligent call analysis:
The AI analyzes each call and extracts information based on the templates you’ve defined.Automatic suggestions:
After each call, sales reps receive a notification with suggestions to update the CRM.Automatic push to CRM, or manual validation :
For each field you may choose between two options :
send it automatically to the CRM after each call,
simply ask your team to review the suggestions after their call, modify them if needed, and send them directly to Salesforce or Hubspot with one-click.
💡 This feature is currently only available for Salesforce and Hubspot.
If you are interested in integration with another CRM, please contact Modjo support.
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