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Using Slack ?
Monia gathers information to update your opportunities by discussing with you on Microsoft Teams / Slack
Monia takes care of updating the information in your CRM
Marking an opportunity as won or lost
Scheduling or editing an activity
Adding or editing a note
Marking an activity as done
Changing an opportunity stage
Changing the owner of an opportunity
Frequencies and durations of CRM Reviews with Monia
Deals to include/exclude from the CRM Review
Order of presentation of deals during the CRM Review
Actions that can be performed by Monia in the CRM
Fields/data that can be modified by Monia in the CRM
Appearance of the bot
What is Monia?
Monia is a virtual sales assistant that takes the form of a chatbot on Teams or Slack. She connects to her users's CRMs to suggest deals to advance, encourage actions to update the deals, and provide reports on the progress of the deals.
How does Monia select the deals to advance?
Monia analyzes deals without scheduled activity or overdue ones, sorts them based on a weighting algorithm that takes into account the stage of the deal, the amount of the deal, and the expected closing date of the deal.Further customization of this algorithm is possible upon request.
What actions can Monia perform in the CRM?
Monia can perform several actions in the CRM upon user's request:
These actions can be customized upon request.
How can Monia improve the efficiency of my sales team?
Monia can help your sales team become more efficient by providing them with targeted opportunities and assisting them in tracking and progressing those opportunities. By automating certain administrative tasks such as updating data in the CRM, Monia allows your team to focus on higher-value tasks such as calls and meetings with prospects.
How can Monia help improve the quality of data in my CRM?
Monia can help improve the quality of data in your CRM by reminding you to regularly update prospect and deal information. By encouraging users to add notes and tasks in the CRM, Monia ensures that information stays up-to-date and ensures your sales team has the most recent information available.
How does Monia maintain reporting?
Monia tracks the number of new deals created, the number of open deals, the number of up-to-date deals, the number of deals requiring updates, the conversion rate of deals, and the sales cycle of deals. It presents all of this information in a clear and readable graphical format.
How does Monia ensure the security of user data?
Monia employs advanced security protocols to ensure the confidentiality and security of user data. All data transmitted between Monia and CRMs is encrypted, and access is controlled to ensure that only authorized users have access to the information. Furthermore, Monia does not store any sensitive user data. For more information, please contact the team.
Is Monia compatible with mobile devices?
Yes, Monia is compatible with mobile devices through the Teams and Slack applications.
Can Monia be used by sales teams of all sizes?
Yes, Monia can be used by sales teams of all sizes, from small businesses to large enterprises. The functionalities of Monia can be customized to meet the specific needs of each company.
Can Monia be customized?
Yes, Monia can be customized according to the user's needs, such as the selection and ordering of suggested deals, the actions performed in the CRM, the fields and data that can be modified in the CRM, and the appearance of Monia. Please contact the team for more information and details regarding the customization of Monia.
Which CRMs can Monia connect to?
Monia can connect to CRMs such as Pipedrive, Salesforce, and HubSpot, and other CRMs can be considered upon request if they have APIs available.
How can I install Monia?
To install Monia, simply download the application from Microsoft Teams or Slack.
Is Monia compatible with other team collaboration applications?
Currently, Monia is compatible with team collaboration applications such as Teams and Slack. Additional compatibilities can be added upon request (Google, Whatsapp, etc.).
Is Monia available in different languages?
Currently, Monia is available in French and English. Other languages can be supported upon request.
Can Monia be used for functions other than sales?
Yes, Monia can be customized for other functions such as lead generation, customer success, project management, ticket management, or recruitment. Contact the team to discuss your specific needs.
Can I have a demo of Monia?
You can schedule a presentation of Monia by using the following link: https://calendly.com/monia-crm-assistant/30min
How can I get help in case of issues with Monia?
You can contact our support team for any questions or assistance regarding Monia.
Our team is listening and available to answer you 24/7.
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