{"id":36584,"date":"2023-04-12T11:03:35","date_gmt":"2023-04-12T11:03:35","guid":{"rendered":"https:\/\/vymo.com\/press\/?p=36584"},"modified":"2025-11-13T05:25:40","modified_gmt":"2025-11-13T05:25:40","slug":"salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2","status":"publish","type":"post","link":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/","title":{"rendered":"Salespeople vote Vymo as a Leader in Financial Services CRM on G2"},"content":{"rendered":"<p>[vc_row][vc_column][vc_column_text]<em>Based on reviews collected by users, Vymo has been recognized as a Leader in G2 Spring 2023 Grid<\/em>\u00ae <em>\u00a0Report.<\/em><\/p>\n<p><a href=\"https:\/\/vymo.com\">Vymo<\/a>, the sales engagement platform of choice for the world\u2019s leading financial institutions, has <strong>achieved a Leader ranking in the Financial Services CRM category<\/strong> on <a href=\"https:\/\/www.g2.com\/\">G2<\/a>, the world\u2019s largest and most trusted software marketplace. G2 scores and ranks products to help technology leaders compare and evaluate platforms and simplify the buying process.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-35886 size-full\" src=\"https:\/\/vymo.com\/wp-content\/uploads\/2023\/04\/Vymo-Trusted-Financial-CRM-G2-Spring.png\" alt=\"Vymo G2 Leader Spring 2023 image\" width=\"1200\" height=\"627\" \/><\/p>\n<p>Vymo offers an industry-first <em>one-tap mobile sales experience<\/em> \u2013 comparable to the ease and convenience of leading B2C applications such as Uber, Amazon &amp; Netflix. Its intuitive user interface seamlessly ties into an agent or relationship manager\u2019s daily activities and helps them orchestrate customer engagements, automate workflow execution, and simplify sales reporting.<\/p>\n<p>As a result, Vymo has set new benchmarks for enterprise applications, reporting a Daily Active Usage of over 75%, with users spending an average of 60 minutes on the platform every day.<\/p>\n<p>Vymo captures sales activities automatically without any manual intervention and then nudges next best actions based on the winning behaviors of top performers. It helps sales functions improve sales productivity bottom-up and directly impact revenue outcomes.<\/p>\n<p>\u201cWe\u2019re thrilled with this recognition. Over the years, we have made significant investments on deep verticalization for BFSI and being the single pane of glass for our users across the globe. We\u2019re glad that these efforts have paid off,\u201d says <strong>Venkat Malladi, Co-founder &amp; CTO of Vymo<\/strong>. \u201cWe are committed to providing the best and most innovative user experience to agents, relationship managers, wholesalers, producers, and other sales users in the Banking, insurance, and Financial Services industries,\u201d he adds.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>About Vymo<\/strong><\/p>\n<p>Vymo (<a href=\"https:\/\/vymo.com\">https:\/\/vymo.com<\/a>) is the Sales Engagement Platform of choice for 350,000 salespeople across 65+ Global Financial Institutions such as AIA, Berkshire Hathaway, Generali, AXA, Sunlife, and HDFC Bank. The platform drives productivity bottom-up through nudges and interventions across the customer lifecycle.<\/p>\n<p>Gartner recognizes Vymo as a Representative Vendor in the Sales Engagement Market Guide and by Forrester in the 2022 Wave report on sales engagement platforms.<\/p>\n<p>Vymo has raised over $45M in funding from Sequoia Capital, Emergence Capital, and Bertelsmann India Investments and is also a winner of CB Insights&#8217; Demo Day and Microsoft&#8217;s &#8216;AI for All&#8217; awards.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Resources<\/strong><\/p>\n<p>Watch Vymo in action &#8211; <a href=\"https:\/\/youtu.be\/W8KODHivO_U\">https:\/\/youtu.be\/W8KODHivO_U<\/a><\/p>\n<p>Comprehensive guide to Sales Engagement platforms &#8211; https:\/\/vymo.com\/resources\/ebook\/seg\/<\/p>\n<p>G2 Grid\u00ae for Financial Services CRM &#8211; <a href=\"https:\/\/www.g2.com\/reports\/d86e1c29-fe34-4f5f-974e-97f4be5d6953\/preview?product=vymo\">https:\/\/www.g2.com\/reports\/d86e1c29-fe34-4f5f-974e-97f4be5d6953\/preview?product=vymo<\/a><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Media Contact<\/strong><\/p>\n<p>Gunjan Saha<\/p>\n<p><a href=\"mailto:pr@getvymo.com\">pr@getvymo.com<\/a>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text]Based on reviews collected by users, Vymo has been recognized as a Leader in G2 Spring 2023 Grid\u00ae \u00a0Report. Vymo, the sales engagement platform of choice for the world\u2019s leading financial institutions, has achieved a Leader ranking in the Financial Services CRM category on G2, the world\u2019s largest and most trusted software marketplace. G2 scores [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salespeople vote Vymo as a Leader in Financial Services CRM on G2<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salespeople vote Vymo as a Leader in Financial Services CRM on G2\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Based on reviews collected by users, Vymo has been recognized as a Leader in G2 Spring 2023 Grid\u00ae \u00a0Report. Vymo, the sales engagement platform of choice for the world\u2019s leading financial institutions, has achieved a Leader ranking in the Financial Services CRM category on G2, the world\u2019s largest and most trusted software marketplace. G2 scores [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/\" \/>\n<meta property=\"og:site_name\" content=\"Press Releases\" \/>\n<meta property=\"article:published_time\" content=\"2023-04-12T11:03:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-13T05:25:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/vymo.com\/wp-content\/uploads\/2023\/04\/Vymo-Trusted-Financial-CRM-G2-Spring.png\" \/>\n<meta name=\"author\" content=\"Vymo\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@getvymo\" \/>\n<meta name=\"twitter:site\" content=\"@getvymo\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Vymo\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/\"},\"author\":{\"name\":\"Vymo\",\"@id\":\"https:\/\/vymo.com\/press\/#\/schema\/person\/cdc8a2476626b35bc250da5f742349f3\"},\"headline\":\"Salespeople vote Vymo as a Leader in Financial Services CRM on G2\",\"datePublished\":\"2023-04-12T11:03:35+00:00\",\"dateModified\":\"2025-11-13T05:25:40+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/\"},\"wordCount\":458,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/vymo.com\/press\/#organization\"},\"articleSection\":[\"General\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/\",\"url\":\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/\",\"name\":\"Salespeople vote Vymo as a Leader in Financial Services CRM on G2\",\"isPartOf\":{\"@id\":\"https:\/\/vymo.com\/press\/#website\"},\"datePublished\":\"2023-04-12T11:03:35+00:00\",\"dateModified\":\"2025-11-13T05:25:40+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/vymo.com\/press\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Salespeople vote Vymo as a Leader in Financial Services CRM on G2\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/vymo.com\/press\/#website\",\"url\":\"https:\/\/vymo.com\/press\/\",\"name\":\"Press Releases\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/vymo.com\/press\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/vymo.com\/press\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/vymo.com\/press\/#organization\",\"name\":\"Vymo\",\"url\":\"https:\/\/vymo.com\/press\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/vymo.com\/press\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/vymo.com\/press\/wp-content\/uploads\/2023\/07\/main-logo.png\",\"contentUrl\":\"https:\/\/vymo.com\/press\/wp-content\/uploads\/2023\/07\/main-logo.png\",\"width\":101,\"height\":36,\"caption\":\"Vymo\"},\"image\":{\"@id\":\"https:\/\/vymo.com\/press\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/twitter.com\/getvymo\",\"https:\/\/www.linkedin.com\/company\/vymo\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/vymo.com\/press\/#\/schema\/person\/cdc8a2476626b35bc250da5f742349f3\",\"name\":\"Vymo\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/vymo.com\/press\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c679af404c04d7a5aad29a27ba773d7e?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c679af404c04d7a5aad29a27ba773d7e?s=96&d=mm&r=g\",\"caption\":\"Vymo\"},\"url\":\"https:\/\/vymo.com\/press\/author\/vymo\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Salespeople vote Vymo as a Leader in Financial Services CRM on G2","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/","og_locale":"en_US","og_type":"article","og_title":"Salespeople vote Vymo as a Leader in Financial Services CRM on G2","og_description":"[vc_row][vc_column][vc_column_text]Based on reviews collected by users, Vymo has been recognized as a Leader in G2 Spring 2023 Grid\u00ae \u00a0Report. Vymo, the sales engagement platform of choice for the world\u2019s leading financial institutions, has achieved a Leader ranking in the Financial Services CRM category on G2, the world\u2019s largest and most trusted software marketplace. G2 scores [&hellip;]","og_url":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/","og_site_name":"Press Releases","article_published_time":"2023-04-12T11:03:35+00:00","article_modified_time":"2025-11-13T05:25:40+00:00","og_image":[{"url":"https:\/\/vymo.com\/wp-content\/uploads\/2023\/04\/Vymo-Trusted-Financial-CRM-G2-Spring.png"}],"author":"Vymo","twitter_card":"summary_large_image","twitter_creator":"@getvymo","twitter_site":"@getvymo","twitter_misc":{"Written by":"Vymo","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/#article","isPartOf":{"@id":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/"},"author":{"name":"Vymo","@id":"https:\/\/vymo.com\/press\/#\/schema\/person\/cdc8a2476626b35bc250da5f742349f3"},"headline":"Salespeople vote Vymo as a Leader in Financial Services CRM on G2","datePublished":"2023-04-12T11:03:35+00:00","dateModified":"2025-11-13T05:25:40+00:00","mainEntityOfPage":{"@id":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/"},"wordCount":458,"commentCount":0,"publisher":{"@id":"https:\/\/vymo.com\/press\/#organization"},"articleSection":["General"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/","url":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/","name":"Salespeople vote Vymo as a Leader in Financial Services CRM on G2","isPartOf":{"@id":"https:\/\/vymo.com\/press\/#website"},"datePublished":"2023-04-12T11:03:35+00:00","dateModified":"2025-11-13T05:25:40+00:00","breadcrumb":{"@id":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/vymo.com\/press\/salespeople-vote-vymo-as-a-leader-in-financial-services-crm-on-g2\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/vymo.com\/press\/"},{"@type":"ListItem","position":2,"name":"Salespeople vote Vymo as a Leader in Financial Services CRM on G2"}]},{"@type":"WebSite","@id":"https:\/\/vymo.com\/press\/#website","url":"https:\/\/vymo.com\/press\/","name":"Press Releases","description":"","publisher":{"@id":"https:\/\/vymo.com\/press\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/vymo.com\/press\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/vymo.com\/press\/#organization","name":"Vymo","url":"https:\/\/vymo.com\/press\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/vymo.com\/press\/#\/schema\/logo\/image\/","url":"https:\/\/vymo.com\/press\/wp-content\/uploads\/2023\/07\/main-logo.png","contentUrl":"https:\/\/vymo.com\/press\/wp-content\/uploads\/2023\/07\/main-logo.png","width":101,"height":36,"caption":"Vymo"},"image":{"@id":"https:\/\/vymo.com\/press\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/twitter.com\/getvymo","https:\/\/www.linkedin.com\/company\/vymo"]},{"@type":"Person","@id":"https:\/\/vymo.com\/press\/#\/schema\/person\/cdc8a2476626b35bc250da5f742349f3","name":"Vymo","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/vymo.com\/press\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c679af404c04d7a5aad29a27ba773d7e?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c679af404c04d7a5aad29a27ba773d7e?s=96&d=mm&r=g","caption":"Vymo"},"url":"https:\/\/vymo.com\/press\/author\/vymo\/"}]}},"_links":{"self":[{"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/posts\/36584"}],"collection":[{"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/comments?post=36584"}],"version-history":[{"count":3,"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/posts\/36584\/revisions"}],"predecessor-version":[{"id":36679,"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/posts\/36584\/revisions\/36679"}],"wp:attachment":[{"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/media?parent=36584"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/categories?post=36584"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vymo.com\/press\/wp-json\/wp\/v2\/tags?post=36584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}