A salesperson’s love letter to Vymo
We managed to lay our hands on this letter by a Sales Rep crushing on Vymo..... Dear Vymo, 'I love you' – that's it, I
Benefits of sales engagement platforms for Financial Advisors
As technology continues to build better heuristics for business growth, the importance of sales engagement platforms is now in focus. Because the Covid-19 pandemic fuelled
Fast Forward: The American SMEs Tryst with Digital Destiny
How can a Commercial Bank empower its RMs to hand-hold SMEs through a pandemic and afterward? The pandemic has hustled once personal relationships to migrate
Guide to Coach your Relationship Managers to Build their Business Books
Banks and financial institutions are facing twin challenges. On one hand, the industry is having a tough time hiring fresh talent, since ‘millennials are getting
The SME Dilemma – to be or not to be
How mobile-first RMs will bridge the gap between the traditional and the digital Imagine for a moment you are a Relationship Manager in 2021. Your
How can we Drive higher Adoption of CRM among Agents?
The on-demand link for the webinar is also available at the end of the blog. The webinar is helmed by Aalap Gandhi - AVP -
Sales Playbook for the Remote Agent
The on-demand link for the Panel Discussion is also available at the end of the blog In this panel discussion at InsureTech Connect Asia 2021,
Top 9 Benefits of CRM in Banking
Today, no discussion about banking technology is complete without the mention of the benefits of banking CRM. That’s not surprising, considering how positively the software
How banking crm improves customer experience
Today, any new technology platform will have little relevance for banks if it doesn’t address an important question: how can banks improve customer experience using
6 ways Insurance CRM boosts sales productivity
Not all insurance prospects become paying customers. But if your team can’t close a deal, it shouldn’t be because they were too buried in some