Why is lead management software the #1 priority for financial organizations?
Lead management software has a significant impact not just in improving business performance, but also the seller experience. If lead management isn’t done right, then the seplumbing issues can equate to revenue leakages because:
Missed follow up
30%+ “call back” leads do not make it to second follow up, 70%+ miss the third follow up
Slow Allocation
90% of the warm leads decay with the first 4-8 hours
Suboptimal Allocation
Subjective or equitable assignment could lose you 3-4x conversion upside
Delayed Time to Contact
First contact on an average takes 2-3 days, sometimes 4-7 days.
Hence, ensuring your sales reps are empowered with an intelligent sales assistant for leadmanagement means best-fit mapping, leading to quicker response times for both new leadsand post-sales service requests.
Vymo brings prescriptive intelligence across levels
Lead management software has a significant impact
not just in improving business performance, but also
the seller experience.
- Real Time Visibility
of all key metric for their teams, aggregates as well as individual - Contextual Coaching
with timely nudges, rish callouts and goal tracking - Activity Prioritization
lead and customer summary cards to optimally focus manager attention
Assign best rep available for maximum product conversion irrespective of territory
Assign the best rep within the proximity to the nearest prospect available
Assign hot leads to employed workforce vs. commission based
Vymo for Sales Leaders
Agility, on Auto – pilot
3 pronged approach to enterprise sales fine-tuning
Tools and Reports
Vast set of standard reports created for key industries scenarios, core capabilities to observe and learn from sales activities and outcomes
Deep Analytics for Insights
Vymo’s Customer Success and Data Analytics teams mine your sales team’s behavior data to identify operational levers with significant upside
Transformation projects
Vymo can help you drive change management including:
- Rewriting sales process
- Communicating need for change
- Tracking impact
TRANSFORMING LEAD JOURNEYS FOR MARKET LEADERS
78%
Reduction in lead onboarding
turn around time
25%
Increase in conversion rates
54%
Decrease in leads dropped
64%
Decrease in loan
disbursement time
Vymo handles 5 million+ leads a year, across 250,000+
sales reps and has consistently improved conversions
Benefits of LMS
Vymo’s scalable, out-of-the-box toolkit for lead management system provides
a great framework for:
- Allocation
- Algorithm
- Notifications
- Re-allocation
Sales reps gets instantly
notified on new leads
- Nudges to get first call in quickly
- Customizable Notification
Set up allocation rules
via a simple graphical interface
- Enterprise self-serve ready
- Multi-parameter rule builder
Routing algorithm kicks in as soon as new leads flows in
- Cross-channel lead inflow
- Leads from websites, campaigns
Watch and re-allocate based on best practice playbooks
- Lay out conversion playbooks
- Drive best-practice behaviors
“We selected Vymo because of its unique application of automation and AI technology that allows for seamless data collection and better recommendations.”
“In 8 weeks we have got complete visibility into every individual’s productivity and capability”
Manohara Raj
Executive Vice President, SLI
84%
Increase in adoption
(DAUs)
2x
Increase in customer
sourcing
Improving sales productivity for HDFC
… We selected Vymo because of its unique application of automation and AI technology that allows for seamless data capture and contextual recommendations.”
Kalidas Ghose
Vice Chairman & CEO
100%
Complete digitization of FEC
field sales with Vymo
Loan disbursal TAT
(Jan – Oct)
-64%
Digitization of FEC sales
100%
