The configuration of AI CRM Filling templates is at the core of Modjo's autofill functionality. Here’s a guide to effectively set them up and improve your CRM processes.
1. Getting started
Prerequisites:
You must be an administrator or manager at Modjo.
AI Modjo must be activated in your organization.
Your organization should be integrated with Salesforce.
To begin the configuration, go to Settings > Templates > AI CRM Filling.
This feature is still in beta, so please share your feedback to help us improve it.
2. Test your instructions before creating templates
Before configuring a template, it is recommended to test your instructions using the AI instruction testing platform. This allows you to refine your guidelines to achieve the best results.
How to Use the Testing Platform:
Access the AI CRM Filling section in Settings.
Click on "Test Your Instructions."
Fill in the required fields:
Test name (optional)
Call URL (mandatory)
Call language
Enter instructions for each CRM field:
Field name
AI instruction for the field
Launch the test and adjust your instructions based on the results.
The platform will display results for each instruction, allowing you to iterate and improve your guidelines before creating a template.
💡 Tip: You can test multiple instructions for the same CRM field to identify the best formulation before creating the template.
You can save your tests for future reference and easily copy successful prompts for use in your templates.
3. Create an AI CRM Filling template
A) Add a Template:
Click on "Add Template" or select a default template.
B) Name and Filter:
Provide a descriptive name for your template (e.g., "Discovery Call – AE Team") and apply relevant filters (teams, tags, call duration, etc.).
Example Template:
Title: BDR - BANT
Teams: BDR France, BDR UK
Tags: Qualification
Duration: Over 3 minutes
C) Link the CRM Fields to Autofill:
Search and select the desired fields from Leads, Contacts, Deals, or Accounts.
Select the fields from your CRM that you wish to autofill (Leads, Contacts, Accounts, etc.). Currently, only text fields are supported, but other types will be available soon.
D) Write AI Instructions for Each Field:
Create clear guidelines for the AI regarding the information to extract from the call.
For each field, write a concise description of the information to be extracted during the call.
Start simply: Avoid excessive details or examples to minimize potential errors.
For list results, end the instructions with "Use a bullet list in markdown for the response format."
Example 1 : Timeline
Explain the ideal timeline for implementing this solution, including key dates or deadlines to be aware of. Present the information in a bullet list in markdown format.
Example 2 : Company structure
Provide comprehensive information about the prospect's company structure, including:
The number of departments collaborating
The number of people in each department
The number of countries where the company operates (if applicable)
Understanding the hierarchy and decision-making process is essential: who makes decisions, who leads, and who executes. Also, mention if there are subsidiaries. Use a bullet list in markdown format for your response.
Example 3 : Decision makers
Identify the key decision-makers involved in the sales process, specifying:
Their position within the organization
Their role in approving the budget or solution
Present this information as a bullet list in markdown format, with one point per decision-maker.
E) Save and publish the template:
Once you are satisfied, save and publish the template. It will automatically apply to matching calls.
4. Involve your teams
Once your templates are ready, engage your teams by explaining how to use the new feature. Here’s an example message to send to your colleagues:
[No more wasted time filling the CRM]
Hi Team,
II am excited to announce the launch of Modjo's AI CRM Filling feature! It will now predict and automatically fill in the CRM fields after your calls.
You will only need to validate the fields with a simple click, ensuring data quality while saving time.
Here is a Loom from Modjo that briefly explains how to use this feature effectively. Please take a moment to watch it!
Feedback: after using the feature, feel free to share your thoughts so we can continue to improve it.
Let’s take advantage of this innovation to enhance our sales process!
5. Best practices
Adapt templates: Create specific templates for different call types, sales stages, or teams.
Prioritize clarity: Write clear and concise AI prompts that have been tested for effectiveness.
Test before deployment: Use the Prompt Testing Platform to refine prompts and ensure accuracy.
Regularly review and optimize: Analyze template performance and make adjustments based on results.
💡 You can have multiple active templates simultaneously, allowing for flexible CRM updates tailored to the specific needs of each team.