Lead Management Software with an Intelligent Sales Assistant

Ensure effective lead management
and seamless customer onboarding

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

null

Goals

Are we setting the right goals to enable
success of our reps?
null

Lead Management

What variable affects conversations
the most?
null

Campaign

Are our campaigns getting the right
kind of leads?
null

Rep Behavior

What can I learn from the actvities of
my best reps?
null

Capacity

What skills to hire for and where to
hire from?
null

Manager Effectivenness

Can I improve the manager span in
my organisation?

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

Want to find out how 60+
Enterprises like yourself are getting
3x lead conversions using Vymo?

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

Get in touch →

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.”

HDFC Bank Logo
“In 8 weeks we have got complete visibility into every individual’s productivity and capability”
Manohara Raj

Manohara Raj

Executive Vice President, SLI

84%

Increase in adoption
(DAUs)

2x

Increase in customer
sourcing

Improving sales productivity for HDFC

fe credit logo
… We selected Vymo because of its unique application of automation and AI technology that allows for seamless data capture and contextual recommendations.”
Kalidas Ghose

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%

Helping FE Credit Streamlineit's Consumer Credit Business