This article aims to provide you with a complete library of pre-tested prompts, specifically designed to help you automatically fill in information in your CRM using Modjo AI. These prompts cover various stages of the sales process, such as identifying needs, budget, next steps, and much more.
The prompts listed below are examples that can be used as-is or adjusted according to your specific needs. The goal is to save you time while ensuring accurate and efficient data entry in your CRM.
You are free to choose the prompt that suits you best, and you can even test your Modjo calls directly in the dedicated environment here.
1. Company organization and context
Use these prompts to extract information about the company’s structure, objectives, and recent news:
🇬🇧 Company news:
What recent updates have been made regarding the prospect's company? (e.g., fundraising, new office, new investors, new hires, organizational changes).
🇬🇧 Company structure:
Detail how the prospect’s company is structured: number of departments, people in each, international presence, hierarchy, decision-making process (who decides, leads, executes), and any subsidiaries. Use a bullet list for output.
🇬🇧 Target markets:
Analyze the conversation for insights on the prospects or clients the company is targeting. Focus on geographical areas, market segments, industries, or customer profiles.
2. Budget
These prompts will help you gather precise information about the financial resources allocated to the project:
🇫🇷 Budget alloué :
Quel est le budget du projet ? Quels sont les coûts d'abonnement et de mise en service ?
🇬🇧 Financial resources:
Detail the budget that can be allocated for the solution. Does the prospect have financial resources to commit? If not, what are their budget expectations? Be specific.
🇫🇷 Considérations financières :
Indique le budget évoqué par le client. Si aucun chiffre n’est donné, mentionnez ses considérations financières et de prix.
🇬🇧 Additional budget details:
Listen for any details related to the [MARKET SECTOR] or any other budget related figure or consideration discussed during the call.
Extract information about the budget decision date, the total budget value, and how the budget is structured or allocated. Include any mentions of budget constraints or approvals.
🇫🇷 Détailler toutes les informations relatives à la structure de l'entreprise du prospect, c'est-à-dire le nombre de départements qui travaillent ensemble, le nombre de personnes dans chaque département, le nombre de pays différents (s'il y en a). Il est important de comprendre la hiérarchie et le processus de décision (qui décide, qui dirige, qui exécute). Il est bon de savoir s'il existe des filiales.
3. Engagement Reason
Understanding why the prospect is interested in your solution allows you to tailor your approach:
🇫🇷 Pourquoi le prospect a-t-il contacté [COMPANY NAME] aujourd’hui ? Qu'est-ce qui fait que le besoin est d'actualité ? Quel est l'élément déclencheur ? Qu'est-ce qui fera que le projet aboutira ?
🇬🇧 How did the prospect hear from [COMPANY NAME] initially so that he made a contact request ?
4. Qualification informations (BANT in one unique text field)
These prompts are specially designed to structure information related to the BANT methodology:
🇬🇧 Detailing key information using the BANT methodology
Global context:
Detail the Company Structure: Include the number of departments, total employees, international presence, hierarchy, and decision-making processes. Are there any subsidiaries?
Key Challenges for the Prospect: Identify the main concerns or priorities when selecting a solution.
Timeline: Outline important dates and deadlines related to the implementation of the solution.
Competitive Landscape: Is the company currently using a solution that competes with [COMPANY NAME]? If so, who are the competing providers?
Budget Details: What budget is allocated for the solution? If not specified, what are their budget expectations? Be specific.
Outline the Next Steps: Describe the next steps in the sales process, along with associated deadlines and milestones.
Use bullet points for each numbered item as the final output format, to ensure clarity and ease of reference.
5. Next steps
Gather the next actions to follow in order to progress through the sales process:
🇬🇧 Extract specific next steps following this call, being precise about key information such as dates, who is owner of the task... Use markdown bullet list for the output format.
🇫🇷 Identifie les prochaines étapes que le sales a verrouillé ou évoqué avec le prospect. Limite toi a une description ne dépassant jamais 255 caractères.
6. Deals issues and buying reluctance
Identify blocking points that could jeopardize the sale:
🇬🇧 Detail any issues mentioned by prospect that could end the deal. It could be related to the product, to data compliance, to security issues, to integration or technical challenges. There's also the possibility that some stakeholders show reluctance or are not motivated in implementing Modjo. Use markdown bullet list for the output format
7. Company objectives / Geographical target
Understanding the company's objectives and targeted geographical areas will help refine your strategy:
🇬🇧 Identify and extract information related to the geographical target areas mentioned by the client. This includes current markets they operate in, as well as new regions or zones they wish to expand into. Focus on any specific countries, regions, or local markets discussed.
🇫🇷 Quelles sont les pays qui intéresse le projet ? Quel est le périmètre géographique concerné ? Est-ce que toutes les entités légales sont concernées ?
8. Product feedbacks
These prompts will help you extract both positive and negative feedback on your solution:
🇫🇷 Extraire tous les commentaires positifs du prospect ou du client sur les solutions de [COMPANY NAME]. Se concentrer sur les commentaires et les réactions concernant les fonctionnalités, le design du logiciel, le service client, ce qui fait la différence pour eux, ce qui distingue [COMPANY NAME], ce que le prospect ou le client aime le plus chez [COMPANY NAME]... Ne mentionne pas les exemples ou les arguments issus du discours du commercial.
Ressortir chaque commentaire et feedback sous forme de liste à puces.
🇫🇷 Extraire tous les retours et commentaires négatifs venant du prospect ou du client concernant un manque de fonctionnalités, une demande de fonctionnalité, une demande d'amélioration ou encore toutes les occurrences qui montrent la déception du prospect ou du client au niveau des fonctionnalités ou du design des solutions proposées par [COMPANY NAME]. Ne pas mentionner les éléments et arguments provenant du discours du commercial. Ressortir chaque commentaire et feedback sous forme de liste à puces.
9. Needs and Pains
Identify the major challenges faced by the prospect and the reasons driving them to seek a solution:
🇬🇧 Pain points:
Lists all the pains encountered by the prospect regarding [WHAT YOU ARE SOLVING]. Pains can also be associated to difficulties, struggles and challenges the prospect mentions. Use markdown bullet list
🇬🇧 Impact of challenges:
Identify the implications and pains of the prospect. Highlight the specific challenges, issues, and negative consequences the customer is facing without a solution. Describe how these pains impact their business operations, financial performance, and strategic goals. Use markdown bullet list for the output format.
🇫🇷 Enjeux du client :
Quels sont les enjeux majeurs pour le client, l'impact espéré à l'implémentation de la solution ?
🇬🇧 Client objectives:
Identify and extract the main objectives discussed in the call, including the client's primary goals, the objectives of their company, and any broader goals related to their group. Focus on both short-term and long-term objectives mentioned during the conversation.
🇫🇷 Besoins principaux :
Détaille le besoin Principal du client, en décrivant ce qu'il recherche exactement et pourquoi c'est important pour lui ?
10. Decision criteria
These prompts help you understand the criteria on which the prospect will base their decision:
🇫🇷 Quels sont les critères de décision ? qu'est ce qui fera la différence entre plusieurs éditeurs ?
🇬🇧 Extract the prospect's Decision Criteria for opting for [COMPANY NAME] solution. Include specific requirements such as technical specifications, budget constraints, vendor preferences, KPIs, compliance requirements, implementation and integration concerns, and support and services expectations. Use markdown bullet list for the output format.
These prompts provide a solid foundation for automatically populating your CRM with precise and useful information. They have been tested and optimized to fit various business situations. Feel free to personalize them to suit your specific needs and maximize their effectiveness.
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