You deserve more than a hacked CRM application to manage your partners and drive best possible outcomes. PRM+ is the best way you can manage your Partner, Merchant, Reseller, Customer relationships and drive best outcomes.
Philosophy of Partner Management
While existing sales automation is geared towards closing leads, they are not uniquely designed to improve outcomes with partners.
We understand,
- Not all partners are equal based on tenure and business potential.
- The intensity of engagement (frequency, time-spend) is a key metric.
- Measuring business sourced accurately is critical to improving outcomes.
Partner Management is complicated since Relationship managers usually have many partners to manage; each with different goals. There are numerous metrics to stay abreast of, disparate from conventional sales metrics.
Vymo PRM+ enables
Solution Components
Recruit. Enable. Engage. Service. Succeed.
Profile, Recruit & Onboard
Add partners from various sources
Create intelligent 360° view of partners
Contextually source missing information
Capture tribal knowledge from sales reps
Set goals and track real-time progress
Profile, Recruit & Onboard
Add partners from various sources
Create intelligent 360° view of partners
Contextually source missing information
Capture tribal knowledge from sales reps
Set goals and track real-time progress
Enable
Suggest engagement plans
Contextual recommendations on the go
Account-wise coverage & intensity reports
Enable
Suggest engagement plans
Contextual recommendations on the go
Account-wise coverage & intensity reports
Engage
Capture frequency & time spend
Correlate Activities with Outcomes
Track all workflow stages
Call logging and Meeting detection + NBAs on both
Segment based on business potential
Engage
Capture frequency & time spend
Correlate Activities with Outcomes
Track all workflow stages
Call logging and Meeting detection + NBAs on both
Segment based on business potential
Service
Enable your Sales Reps & Partners to create service requests
Product & Marketing teams can own TAT goals
Service
Enable your Sales Reps & Partners to create service requests
Product & Marketing teams can own TAT goals
Succeed
Cross link outcomes to individual activities
Identify and analyze real-time gaps
Connect the right partners with potential customers
Succeed
Cross link outcomes to individual activities
Identify and analyse real time gaps
Connect the right partners with potential customers
Impact and benefits
The solution is currently live with SBI Life Insurance, a joint venture between SBI, India’s largest state-owned banking and financial services company, and BNP Paribas, a French multinational company. SBI Life was looking for a solution to boost partner / advisor engagement in order to source more, ensure swift closure of leads, and create a highly engaged network amongst it’s 100,000 advisor base.
With Vymo PRM+, SBI was able to
