Automate Sales Workflows with Mojo and watch your business grow faster and easier. Here’s what you’ll learn:
- How to connect Mojo with other apps using Make.
- Ways to automatically update spreadsheets and keep data fresh.
- Tips on scheduling sales calls without doing it yourself.
- How to keep all your business tools in sync.
Automate Sales Workflows with Mojo Using Make
If you work in sales or run your own business, you know how crucial a customer relationship management (CRM) tool like Mojo is. It helps you manage your contacts, view your pipeline, and even call prospects—all in one place. However, no sales team relies solely on a CRM; you also use to-do apps, spreadsheets, and more. To fully leverage Mojo, you should integrate it with all these other tools. With Make, you can create fully automated scenarios that streamline work across all your apps, boosting productivity and helping you reach your sales goals.
Streamline Your Data with Automated Spreadsheets
Spreadsheets are essential for backing up critical data, as well as for organizing and analyzing it. In the fast-paced world of sales, your CRM data is always changing. Manually copying this data or even exporting it can quickly become a full-time job. Instead of trying to keep your spreadsheets updated manually, you can automate this process. With Make, you can design a scenario that adds new rows to a spreadsheet—or updates existing ones—based on new activity or contacts in Mojo.
Keep Your Real Estate CRM Updated Effortlessly
For those in real estate, you might use a specific industry tool alongside Mojo. For example, your office team might manage leads with Mojo while the realtors use a real estate CMS for managing clients and properties. Instead of manually syncing these two systems—a task almost impossible to do perfectly—you can use Make to automatically transfer contacts from Mojo to whatever tool your realtors use. This automation ensures that all your systems are up-to-date without any additional effort.
Even if you’re not in real estate, you can still use Make to keep your other marketing apps current. For instance, you can create a scenario that automatically adds new contacts to your marketing automation tool whenever you add new contacts to Mojo.
Schedule Demos and Sales Calls Automatically
In sales, quick action is key to closing deals, especially when a prospect shows interest. Keeping up with high-volume sales activities can be challenging, and important opportunities might slip through. With automation, you can simplify this process by setting up scenarios to automatically schedule sales calls and demos. Whenever there’s new activity in Mojo, Make can create a calendar event, allowing you to focus on selling rather than administrative tasks.
Similarly, it’s crucial to act quickly on all sales activities—not just demo requests. Whether a new prospect has joined your mailing list, attended an event, or something else, timely follow-up is necessary. To accelerate your response time—with less manual effort—you can use Make to ensure quick follow-ups. Simply set up a scenario that automatically adds new sales activities (or contacts) to your to-do list app.
Enhance Your Sales Process with Make and Mojo
Sales is a high-pressure, fast-moving field where every moment counts. With Make, you can connect Mojo to thousands of other crucial business apps and streamline important sales workflows. This integration means you spend less time on manual tasks and more time closing deals. Automate sales workflows with Mojo to transform your sales process, making it more efficient and effective.
Conclusion
In conclusion, when you integrate Make with Mojo, you can Automate Sales Workflows with Mojo and make your job easier. This helps keep everything from spreadsheets to schedules up-to-date without extra work. With these tools working together, you can focus more on selling and less on managing data or organizing calls.
