Vymo Coach
Boost Sales Pipeline by 3x through real-time Manager Interventions
We ran a pilot program with some of our larger deployments to gauge the effectiveness of manager coaching interventions. As a result, we saw that managers who responded to nudges on a timely basis saw 4x improvement in the total teams’ daily activities with a 75% reduction in the TAT.
Watch video
Deployed for 350,000+ salespeople in 70+ world leading enterprises
Managers may not always have the bandwidth for timely follow-ups. And due to the lack of Data Integrity, banks & financial institutions lack real-time visibility into daily activities.
How can a Sales Manager predict potential risks, identify hurdles in daily sales conversations, or empower their teams with the relevant knowledge-kit for them to become successful and self-sufficient?
Empower Managers for Real-Time Customer Engagement
In the all-digital approach, effective sales team leadership requires more than just training and coaching. Managers must align with customer needs, seize opportunities, mitigate risks, and intervene timely to avoid failed deals.
Vymo Coach: An Exclusive Solution Tailored for Managers
Vymo Coach empowers managers to intervene in-the-moment and coach sales teams proactively. Swing into action by enabling sales managers fast-track your pipeline and improving visibility into teams’ performance with reduced TAT on customer conversion
Experience business impact in real-time
After implementing Vymo Coach, both organizations witnessed a remarkable 163% increase in completed team activities for almost all managers.
Boost in premium collected by managers ranged from 277% in one client to 475% in the other (insurance/mutual funds)
Teams experiences a 75% reduction in TAT, and an increase of 13 more branches covered (bancassurance)
Vymo Coach: Core Functionalities
Vymo Coach for Real-time Visibility
Access real-time data and gain visibility into your team’s adoption metrics, activities, and performance, enabling managers to intervene when necessary.
- Daily huddle: Single-page view of each member’s KPIs with teams’ goals & performance. Allocate activities at scale, dynamically, basis intelligent parameters to the most relevant salespeople.
- One-on-One: Summary cards on lead and partner interactions with engagement history. View sales pipeline and forecast numbers basis activities against opportunities and probability of closure.
- Coaching and Guidance: Event-based nudges to managers for timely intervention, identification of potential risks or opportunities. Prioritize accounts based on business need and assign engagement frequencies accordingly.
Vymo Coach for Goal Monitoring
Pre-set goals with scheduled call-outs and nudges on potential areas of risk, enabling managers to take immediate action and track the team’s progress.
- Performance Overview: Nudges to managers with clear call-outs on lagging goals. Performance trackers (daily, weekly, monthly): aggregated and individual. Identify gaps in skill and performance to suggest formal coaching interventions to improve outcomes.
- Activity Check: Easy-to-scan, real-time overview of the team’s login status, color-coded goal risk measures for timely interventions
- Management Summary: Aggregated overview on partner/lead metrics, adoption, etc. Dashboard to track planned vs. completed activities. Alerts on business trends (integrated with core systems). Intervene preemptively in case of anomalies.
