Vymo Coach

Boost Sales Pipeline by 3x through real-time Manager Interventions

We ran a pilot program with some of our larger deployments to gauge the effectiveness of manager coaching interventions. As a result, we saw that managers who responded to nudges on a timely basis saw 4x improvement in the total teams’ daily activities with a 75% reduction in the TAT.

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Deployed for 350,000+ salespeople in 70+ world leading enterprises


Managers may not always have the bandwidth for timely follow-ups. And due to the lack of Data Integrity, banks & financial institutions lack real-time visibility into daily activities.

How can a Sales Manager predict potential risks, identify hurdles in daily sales conversations, or empower their teams with the relevant knowledge-kit for them to become successful and self-sufficient?

Empower Managers for Real-Time Customer Engagement

In the all-digital approach, effective sales team leadership requires more than just training and coaching. Managers must align with customer needs, seize opportunities, mitigate risks, and intervene timely to avoid failed deals.

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Vymo Coach: An Exclusive Solution Tailored for Managers

Vymo Coach empowers managers to intervene in-the-moment and coach sales teams proactively. Swing into action by enabling sales managers fast-track your pipeline and improving visibility into teams’ performance with reduced TAT on customer conversion

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Experience business impact in real-time

built for insurance

After implementing Vymo Coach, both organizations witnessed a remarkable 163% increase in completed team activities for almost all managers.

Designed to Shift Behaviors

Boost in premium collected by managers ranged from 277% in one client to 475% in the other (insurance/mutual funds)

Preferred by Insurance Leaders

Teams experiences a 75% reduction in TAT, and an increase of 13 more branches covered (bancassurance)

Vymo Coach: Core Functionalities

Vymo Coach for Real-time Visibility

Access real-time data and gain visibility into your team’s adoption metrics, activities, and performance, enabling managers to intervene when necessary.

  • Daily huddle: Single-page view of each member’s KPIs with teams’ goals & performance. Allocate activities at scale, dynamically, basis intelligent parameters to the most relevant salespeople.
  • One-on-One: Summary cards on lead and partner interactions with engagement history. View sales pipeline and forecast numbers basis activities against opportunities and probability of closure.
  • Coaching and Guidance: Event-based nudges to managers for timely intervention, identification of potential risks or opportunities. Prioritize accounts based on business need and assign engagement frequencies accordingly.

Vymo Coach for Goal Monitoring

Pre-set goals with scheduled call-outs and nudges on potential areas of risk, enabling managers to take immediate action and track the team’s progress.

  • Performance Overview: Nudges to managers with clear call-outs on lagging goals. Performance trackers (daily, weekly, monthly): aggregated and individual. Identify gaps in skill and performance to suggest formal coaching interventions to improve outcomes.
  • Activity Check: Easy-to-scan, real-time overview of the team’s login status, color-coded goal risk measures for timely interventions
  • Management Summary: Aggregated overview on partner/lead metrics, adoption, etc. Dashboard to track planned vs. completed activities. Alerts on business trends (integrated with core systems). Intervene preemptively in case of anomalies.
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Want to see what Vymo can do for your team?

Schedule a personalized demo walkthrough of the platform with one of our industry experts.