Modjo

Modjo Optimizes Contract Management with Oneflow: Feedback from Thierry Migayron, VP Sales

Thanks to generative AI, Modjo.ai analyzes all interactions between sales teams and their clients, enhancing productivity and commercial performance. On average, each salesperson saves up to 1 day per week thanks to automatic CRM field completion, as well as automated follow-up emails and meeting summaries.

Modjo also captures field data at scale, providing leaders with valuable insights where they previously lacked visibility, helping them to make better decisions. On average, this has resulted in a 20% increase in conversion rates.

Before Oneflow: Challenges and Complexity

Before adopting Oneflow, Modjo used a tool with a relatively simple integration with Salesforce. However, the workflows associated with this integration did not facilitate the work of the sales teams. They struggled to track contract progress, make modifications, and receive important notifications, which limited their responsiveness.

Selection Criteria for the New Solution

When searching for a new solution, several criteria were crucial for Modjo. Native integration with Salesforce was essential to simplify contract management without requiring additional manual input. Ease of use for sales teams was also a key concern to ensure a smooth and rapid adoption. Additionally, the implementation had to be fast so teams could quickly benefit from the solution. Lastly, Modjo paid close attention to cost management to ensure efficient spending.

Rapid Adoption Thanks to Seamless Salesforce Integration

The platform’s implementation was swift, and once the products and templates were configured in Salesforce, team adoption was immediate. Although the initial setup required some time, the tool was quickly embraced, streamlining contract management for the teams.

Strengthened Collaboration with Oneflow

Today, all Modjo teams involved in contract management use Oneflow. Account Executives primarily use it to send contracts to new clients, while Account Managers handle amendments and renewals. The Ops team leverages it to synchronize products with Salesforce and update CRM information. The finance team was also integrated into the project, particularly to connect Oneflow with Chargebee, optimizing the Quote-to-Cash process.

The Benefits of Salesforce Integration

One of Oneflow’s major strengths is its integration with Salesforce. Modjo’s teams particularly appreciate the ability to optimize contract management by automating creation, negotiation, and tracking.

Thanks to data synchronization, teams can generate contracts directly from Salesforce in just a few clicks, using pre-filled templates that reduce errors and processing time.

By centralizing all contracts and documents in a secure space within Salesforce, Modjo benefits from better traceability, a clear audit trail of exchanges, and enhanced compliance. This automation improves sales team efficiency, reduces administrative tasks, and ensures a smoother, more professional customer experience.