The Deal Summary feature is your new secret weapon for conducting efficient and productive pipeline reviews. Powered by AI, this tool analyzes your call recordings and provides a concise overview of each deal, helping you quickly grasp key information and identify opportunities to move deals forward.
No more asking your sales rep to summarize all the deal context at every pipeline review. Simply glance at the brief summary to refresh your memory.
1. What is the Deal Summary?
The Deal Summary provides a list of key insights extracted from your sales conversations. It's designed to give you a quick snapshot of each deal, including:
Need: Why is the prospect interested in your product? What problems are they trying to solve?
Competition: Is the prospect considering other solutions? If so, which ones?
Blocking points: Are there any roadblocks preventing the deal from moving forward?
Next steps : What are the next steps agreed upon with the prospect?
2. How does the Deal Summary work?
Modjo’s AI automatically analyzes call transcriptions and emails content to highlights key deal-related information. These insights are summarized in a clear and concise format, allowing you to quickly understand the current state of the deal without listening to hours of recordings.
The summary is updated with new key information at each new call or email on the deal.
Check the date of the latest update to ensure the data is current
Feel free to translate the summary into your preferred language.
You can also copy and paste the content using the CTA button on the right.
3. FAQ
Is the Deal Summary logged in my CRM ?
Not yet. Currently, it's only available in Modjo, but CRM integration is coming soon.
What data is the Deal Summary based on?
The Deal Summary is based on Modjo AI's analysis of call transcriptions and emails content. It does not take into account synchronized CRM fields, or deal alerts at the moment.
What language is the Deal Summary displayed in?
We identify the most commonly used language in the calls related to the deal. However, don’t worry: you can translate it using the dropdown menu above the summary.
Can I customize the Deal Summary prompt?
Not at the moment. The prompt has been crafted by our AI specialists at Modjo, but we welcome your feedback as customization options are planned for future updates.