Blogs

Good Relationships Build Stronger Bonds

Good Relationships Build Stronger Bonds

Good Relationships Build Stronger Bonds Traditionally, insurance companies had agents and brokers designated as the primary interaction channel... ...

Vymo Goals: Realtime Sales Tracking to Help Your Team Ace the Game

Vymo Goals: Realtime Sales Tracking to Help Your Team Ace the Game

Vymo Goals: Realtime Sales Tracking to Help Your Team Ace the Game Sales people are always busy. They... ...

Bancassurance – Relationships Matter!

Bancassurance – Relationships Matter!

Bancassurance - Relationships Matter! Bancassurance is no passing trend.  In fact, if we let the numbers do the... ...

Getting Meta – Interview With Anil Kuril, CTO at Union Bank

Getting Meta – Interview With Anil Kuril, CTO at Union Bank

We caught up with Anil Kuril, CTO, Union Bank to discuss the newly launched, “Uni-Verse”– a virtual lounge for customers. For more – ...

Selling in the new banking normal

Selling in the new banking normal

Selling in the new banking normal Converting prospects into loyal clients is always a great feeling.  But, it’s... ...

Surfing the Sales Engagement Wave

Surfing the Sales Engagement Wave

Surfing the Sales Engagement Wave We are proud to share that Vymo has been named a Strong Performer... ...

How to Streamline Your Collections Process

How to Streamline Your Collections Process

How to Streamline Your Collections Process Selling loans is the top priority for every bank.  But, the work... ...

How Can Banks Supercharge Their Lending Systems?

How Can Banks Supercharge Their Lending Systems?

How Can Banks Supercharge Their Lending Systems? In this changing world, the demand for digital and virtual banking... ...

A Guide To Effective Sales Lead Management

A Guide To Effective Sales Lead Management

A Guide To Effective Sales Lead Management A prospect has shown interest by filling the lead form on... ...

An Interview With Ben Toh

An Interview With Ben Toh

An Interview With Ben Toh Banks and insurers have been rethinking their Bancassurance strategies. According to McKinsey research,... ...

Bancassurance in the Digital Era.

Bancassurance in the Digital Era.

Bancassurance in the Digital Era -Reimagining sales engagement in APAC as digital-savvy customers choose the convenience and flexibility... ...

An Interview with Tricia Wong

An Interview with Tricia Wong

An Interview with Tricia Wong We caught up with Tricia Wong, Director - ITC-Asia, after a successful InsureTech... ...

Vymo’s In-App Map -Minimum Steps. Maximum Sales Productivity.

Vymo’s In-App Map -Minimum Steps. Maximum Sales Productivity.

Vymo\'s In App Map - Minimum Steps. Maximum Sales Productivity. Sales reps in the field need smarter plans,... ...

Six ways a Sales Engagement Platform boosts Insurance Sales Productivity

Six ways a Sales Engagement Platform boosts Insurance Sales Productivity

Six ways a Sales Engagement Platform boosts Insurance Sales Productivity Not all insurance prospects become paying customers. But... ...

How Nudging Can Power Sales Performance

How Nudging Can Power Sales Performance

Vymo Nudge bumps the right insights to the right users at the right time. ...

How Can Bancassurance Uplevel Its Gameplan for Growth?

How Can Bancassurance Uplevel Its Gameplan for Growth?

How Can Bancassurance Uplevel Its Gameplan for Growth? Leading Insurance Experts came together at InsureTech Connect Asia 2022,... ...

Vymo Docs – One Platform to read them all

Vymo Docs – One Platform to read them all

Vymo Docs - One Platform to read them all. Over one hundred fifty-thousand (150,000) texts were sent by... ...

Sales Engagement – An Imperative

Sales Engagement – An Imperative

Sales Engagement - An Imperative Vymo is recognized in the Forrester 2022 Now Tech report that provides an... ...

Five Skills Moms and Sales Leaders Share

Five Skills Moms and Sales Leaders Share

Five Skills Moms and Sales Leaders Share A mom kick-starts her day by checking the children\'s schedule: school... ...

The Power of a Nudge

The Power of a Nudge

Have you ever wondered how many decisions a human makes in a day? Researchers at Cornell University estimate... ...

Wealth Banking: Building the Wealth Coaches of Tomorrow.

Wealth Banking: Building the Wealth Coaches of Tomorrow.

This McKinsey report forecasts that “in the next five years around 7,000 ‘traditional’ advisors will retire. By 2030,... ...

Four tips to boost remote insurance sales productivity!

Four tips to boost remote insurance sales productivity!

The US insurance industry, in 2020, collected $1.28TN in net premiums; no wonder it’s so intensely competitive. Managers... ...

Four reasons why your bank has poor lead conversion

Four reasons why your bank has poor lead conversion

A poor lead conversion rate isn’t just frustrating, it’s also expensive. Given that your bank spends a lot... ...

Turnaround Your Lead Allocation Process With Vymo

Turnaround Your Lead Allocation Process With Vymo

Turnaround Your Lead Allocation Process With Vymo The largest private sector bank came to Vymo with a challenge.... ...

Listening to Her

Listening to Her

The International Women’s Day’s theme for 2022 is, “Gender equality today for a sustainable tomorrow.” Our Product team... ...

The Agent is Passé, Long Live the Advisor.

The Agent is Passé, Long Live the Advisor.

The difference between a great sales agent and a good one - the ability to step into the... ...

A salesperson’s love letter to Vymo

A salesperson’s love letter to Vymo

A salesperson\'s love letter to Vymo We managed to lay our hands on this letter by a Sales... ...

How can we Drive higher Adoption of CRM among Agents?

How can we Drive higher Adoption of CRM among Agents?

How can we Drive higher Adoption of CRM among Agents? And what digital capabilities do they need The... ...

Sales Playbook for the Remote Agent

Sales Playbook for the Remote Agent

Sales Playbook for the Remote Agent A Panel Discussion at InsureTech Connect Asia 2021 The on-demand link for... ...

Top 9 Benefits of CRM in Banking

Top 9 Benefits of CRM in Banking

Top 9 Benefits of CRM in Banking Today, no discussion about banking technology is complete without the mention... ...

How banking crm improves customer experience

How banking crm improves customer experience

How Banking CRM improves customer experience Today, any new technology platform will have little relevance for banks if... ...

6 ways Insurance CRM boosts sales productivity

6 ways Insurance CRM boosts sales productivity

How CRM Boosts Sales Productivity for Insurance Agents? Not all insurance prospects become paying customers. But if your... ...

How CRM Helps Boost Sales Productivity For Financial Institutions

How CRM Helps Boost Sales Productivity For Financial Institutions

Increase Sales Productivity for Financial Institutions Using CRM Sales are truly an impeccable fuel to drive a business.... ...

A guide to effective sales lead management

A guide to effective sales lead management

A prospect has shown interest by filling the lead form on your website. The lead sign-up form gives... ...

Benefits of CRM Software for Insurance Agencies

Benefits of CRM Software for Insurance Agencies

9 Benefits of CRM Software for Insurance Agencies Insurance companies that have deployed technology have reported gains in... ...

Women in Insurance & Financial Services

Women in Insurance & Financial Services

Women in Insurance & Financial Services   In a wildly popular 2015 study, McKinsey made a case for... ...

Here’s what we learnt from engaging with over 1 Million+ unique leads in India

Here’s what we learnt from engaging with over 1 Million+ unique leads in India

Our learnings from engaging with over 1 Million+ unique leads in India How different is North India and... ...

Data Driven Insights on Lead Response Management

Data Driven Insights on Lead Response Management

Data-Driven Insights on Lead Response Management Here’s what we learned from managing over 5,000,000 leads Free Download: Best... ...

Playbooks for Insurance Advisor Onboarding and Success

Playbooks for Insurance Advisor Onboarding and Success

In this blog, learn how you can streamline the advisor onboarding process to:     Maximize earnings per advisor... ...

AIA Thailand Partners with Vymo to Strengthen its Partner Distribution Channel

AIA Thailand Partners with Vymo to Strengthen its Partner Distribution Channel

AIA Thailand Partners with Vymo to Strengthen its Partner Distribution Channel With Vymo’s Partner Relation Management platform, the... ...

Improving Sales Productivity for Consumer Lending in a Post-COVID world

Improving Sales Productivity for Consumer Lending in a Post-COVID world

Nobody - regardless of age, enjoys (or ever did enjoy) filling out lengthy forms, tedious queuing to get... ...

Boost Agent Sales Productivity with Real-Time Contextual Coaching

Boost Agent Sales Productivity with Real-Time Contextual Coaching

Industry data is compelling- however, it’s not clear enough to only prove the impact of sales coaching. Managers... ...

Upgrading to the Gold Standard in Lead Conversion

Upgrading to the Gold Standard in Lead Conversion

Often, sales teams drive through their pipeline blindfolded - reaching out to prospects who aren\'t even in the... ...

In conversation with Nishant Mehta: Empowering the Next-Gen Agency Workforce

In conversation with Nishant Mehta: Empowering the Next-Gen Agency Workforce

In this blog, we’ll be discussing- A majority of the workforce is on the brim of retirement. How... ...

Boosting Key Bancassurance Metrics with Timely Coaching Interventions & Intelligent Nudges

Boosting Key Bancassurance Metrics with Timely Coaching Interventions & Intelligent Nudges

In this blog, we’re going to be talking to you about how you can Boost your Bancassurance Metrics.... ...

Ways Frontline Team Reps Can Adapt During COVID-19

Ways Frontline Team Reps Can Adapt During COVID-19

Being nice isn’t enough to bring in new business; you have to show customers why your products are... ...

Digitizing Product Distribution to Emerge Stronger Post Covid19

Digitizing Product Distribution to Emerge Stronger Post Covid19

In this blog you’ll learn about digital transformation in the BFSI industry, how businesses are functioning amidst the... ...

The Thumbprint of Sales : Activating Contextual Data Insights

The Thumbprint of Sales : Activating Contextual Data Insights

Co-hosting this webinar with us is Michael Gerber, CEO of 360F, Singapore. And we’re in conversation with James... ...

How to thrive in times of uncertainty?

How to thrive in times of uncertainty?

It’s a changing world. In the US, nearly 17 million people filed initial claims for unemployment insurance over... ...

Field Sales for a Changing World : Ensuring Business Continuity

Field Sales for a Changing World : Ensuring Business Continuity

The shift to remote work has more than nudged insurance companies to rapidly adapt to digital processes and... ...

Empower Your Next-Generation Sales Leaders with Mobile-First Solutions

Empower Your Next-Generation Sales Leaders with Mobile-First Solutions

Over the past six weeks, the world was shaken to its core. The lockdown forced millions of workers... ...

Defining Essential Software In Challenging Times

Defining Essential Software In Challenging Times

Defining Essential Software In Challenging Times Last week Henry Ward from Carta wrote an internal memo to his... ...

Observations from Leading Merchant Businesses on Operating Remotely

Observations from Leading Merchant Businesses on Operating Remotely

Observations from Leading Merchant Businesses on Operating Remotely With governments globally only allowing e-commerce as an exempted business... ...

Merchant Management: The 5 Must-Have Features for Aggregator Businesses

Merchant Management: The 5 Must-Have Features for Aggregator Businesses

Merchant Management: The 5 Must-Have Features for Aggregator Businesses Consider the following high-growth industries – payment service providers... ...

Vymo raises $18M Series B led by Emergence Capital and Sequoia India to help on-the-go sales teams #DoMore

Vymo raises $18M Series B led by Emergence Capital and Sequoia India to help on-the-go sales teams #DoMore

Over 50 global enterprises — including AXA, Allianz, VPBank, Sumitomo Life, DuPont and Generali — use Vymo’s mobile-first... ...

Strike Gold from your Old Customers: Through Cross/Up Selling

Strike Gold from your Old Customers: Through Cross/Up Selling

Telling information to your customers is plain selling. To upgrade to up-selling or cross-selling you have to ask... ...

Sales Management Secrets for Sales Managers

Sales Management Secrets for Sales Managers

Sales Management Secrets for Sales Managers “If you are a Sales Manager, how would you define your role… ...

Sales Tracking: Smoothening the Trek through the Sales Process

Sales Tracking: Smoothening the Trek through the Sales Process

Tracking the actions of the sales team is important even if the impression is that, “We are on the right track”. ...

Focus On The Right Sales Activities To Win Big

Focus On The Right Sales Activities To Win Big

While you should rightfully bring out the bubbly and celebrate your successes, you’re probably also wondering how you… ...

9 Mistakes every sales rep makes

9 Mistakes every sales rep makes

Sales as a function is quite stressful. There are highs and lows, but the sweet feeling of achievement… ...

AI is here to stay. Have you upgraded?

AI is here to stay. Have you upgraded?

About five years back, the sales function was at a standstill, no new advancements were happening, and the… ...

8 reasons why will you never overachieve targets like Dave does

8 reasons why will you never overachieve targets like Dave does

Sales is a high stress, competitive function with steep targets. Everyone wants to do better and overachieve targets…. ...

Why does your sales team hate your CRM?

Why does your sales team hate your CRM?

If you have a sales team, you surely must have a CRM as well. And you belong to… ...

Partner Relationship Management with Vymo

Partner Relationship Management with Vymo

Partnerships are vital to growing business. You deserve more than a hacked CRM application to manage your partners… ...

New Year Resolutions for Vymo : 2018

New Year Resolutions for Vymo : 2018

It’s that time of the year when resolutions are in abundance. 2017 was splendid. ...

2017: A Year of Better Sales Productivity by Vymo

2017: A Year of Better Sales Productivity by Vymo

Let’s take a look some of the notable achievements of 2017 ...

Vymo named a cool vendor by Gartner for 2017

Vymo named a cool vendor by Gartner for 2017

Gartner is the world\'s leading research and advisory company. It aids decision makers to steer towards the best... ...

Vymo wins CB Insights’ Demo Day

Vymo wins CB Insights’ Demo Day

We are excited to announce that Vymo won the FinTech track at the recently concluded Demo Day organised by CB Insights during their A-ha! Conference ...

Do you know what prospects or customers are nearby? Now you do!

Do you know what prospects or customers are nearby? Now you do!

Introducing ‘Nearby’ by Vymo, a feature that will help your sales reps meet new prospects and customers on their daily routes.Our philosophy at Vymo ...

Vymo named a notable vendor in the Gartner CRM Vendor Guide 2017

Vymo named a notable vendor in the Gartner CRM Vendor Guide 2017

Gartner, the World’s leading research and advisory company, recognises key vendors who have had an impact on the market ...

Enterprise mobility is ready to take stage. Are you?

Enterprise mobility is ready to take stage. Are you?

Mobility is changing the world. Enough said. The new age organisations are adopting mobility as a core strategy.While there’s a lot of buzz ...

Best Practices in Sales Rep Location Tracking

Best Practices in Sales Rep Location Tracking

Talk with Sales Reps about a new mobile app that enables Sales Rep Location Tracking and you immediately have nervous Sales Reps. ...

Dashboards should be like movie directors. Working behind the scenes and creating magic on screen.

Dashboards should be like movie directors. Working behind the scenes and creating magic on screen.

Not for looking at them (even if they are pretty!). Dashboards should behave like your mentor – guiding you to take the right calls. ...

Do sales people really use CRMs?

Do sales people really use CRMs?

Vymo is an Al-Enabled personal assistant that helps salespeople get more out of their CRM ...

AIR Awards 2017: Vymo a finalist in the ‘Technology Provider of the year for Agents’ category

AIR Awards 2017: Vymo a finalist in the ‘Technology Provider of the year for Agents’ category

For almost three decades Asia Insurance Review (AIR) has strived to meet the information needs of insurance practitioners in Asia ...

Do sales people really use CRM?

Do sales people really use CRM?

Do sales people really use CRM? An analysis of adoption and usage of the top 3 CRM applications... ...

Yamini Bhat, Co-founder & CEO of Vymo, featured in the ET Startup Awards 2017.

Yamini Bhat, Co-founder & CEO of Vymo, featured in the ET Startup Awards 2017.

The ET-Facebook Woman Ahead award, whose past winners include Meena Ganesh (Portea) and Anu Acharya (Map My Genome), ...

Are Indian Banks throwing People at the problem?

Are Indian Banks throwing People at the problem?

With a population of over 1.4 billion people, it’s innate for us to throw people at problems. From local errands to solving national crises ...

Infosys Finacle & Vymo announce Bancassurance partnership

Infosys Finacle & Vymo announce Bancassurance partnership

We are excited to announce our partnership with Infosys to offer an integrated Bancassurance solution with Finacle & Vymo. ...

Intelligently Managing Work Allocation in Field Sales

Intelligently Managing Work Allocation in Field Sales

Sales is inextricably linked to activities – calls, meetings, and more calls. Salespeople are undoubtedly the busiest folks. ...

Can Interaction Driven SaaS Address the Elephant in the Room?

Can Interaction Driven SaaS Address the Elephant in the Room?

Enterprise sales tools until recently were all about how efficiently they store and retrieve data and generate reports. ...

5 Things You Should Not Expect from Your Sales CRM Solution

5 Things You Should Not Expect from Your Sales CRM Solution

The CRM market is predicted to grow to USD 36 bn in 2017 according to a Gartner report. Another statistic tells us that 65% ...

Don’t Let Your Sales Reviews Look Like Post-Mortems

Don’t Let Your Sales Reviews Look Like Post-Mortems

Sales reviews happen for a reason- to chalk out the success journey of the sales goal. Think of it as planning a fun road trip ...

Three Ways Predictive Analytics Can Help You Achieve Higher Win Rates

Three Ways Predictive Analytics Can Help You Achieve Higher Win Rates

Increasingly, sales organizations are adapting to the new, digital, mobile workforce. Almost every enterprise is jumping ...

1 critical tip to get a fresh head start for your sales approach.

1 critical tip to get a fresh head start for your sales approach.

It is the middle of the summer and another quarter. Sales folks across the world are struggling to shift gears from a splendid ...

3 Things Game of Thrones Can Teach Sales

3 Things Game of Thrones Can Teach Sales

Winter has come, yet again. With the new season of GoT out, everyone is waiting to get their hands on it. So while we are ...

We are all being fooled at work.

We are all being fooled at work.

Well, it is April 1st and some of us are the receiving end of tricks; but that is not what we are talking about here. We are talking ...

You don’t need a diamond for this kind of engagement.

You don’t need a diamond for this kind of engagement.

Engaging sales folks and field teams in a consistent manner is hard. Be it on an app or in the office or in KRA conversations. ...

If Cupid Was A Sales Manager

If Cupid Was A Sales Manager

It is Cupid’s season after all. And we are also in the mood for some matchmaking. Well, the matchmaking that is sales. ...

The era of productive field ‘force’ awakens. And the force is strong this time!

The era of productive field ‘force’ awakens. And the force is strong this time!

The world’s most famous movie saga was recently back with a bang. And with it, bringing excitement to existing fans ...