Vymo Releases Comprehensive Guide to Sales Engagement, states “In 2023, AI will be able to intelligently guess customers’ financial needs and shorten sales cycles.”

The report explains how contextual customer insights through a single pane of glass can drive sales productivity bottom-up.

BANGALORE, India, Jan. 11, 2023 /PRNewswire/ — Vymo, the Gartner-recognized sales engagement platform of choice for financial service institutions, has released a new report on how banks & insurance companies empower their workforces with insights & data to solve complex customer problems. With more than 300,000 sellers using Vymo, the guide captures the depth of sales engagement and how it can help a sales organization improve sales effectiveness bottom-up.

Vymo releases a comprehensive guide on sales engagement

While the pandemic accelerated the digitization of customer interactions and internal operations, FSIs need to be faster in adopting new technology. Customers expect the same one-tap experience and convenience from their banks and insurance providers as they do with the likes of Uber, Netflix & Doordash. Yet, the average sales rep spends just 23% of their time interacting with customers – less than what they spend on admin tasks.

Companies like Berkshire Hathaway, AIA, BNP Paribas, and Generali have deployed Vymo to capture customer engagement activities automatically, removing the need for manual sales reporting. Integrating with core systems, Vymo offers a 360-degree view of the customer to the agent, so he/she has a complete understanding of his/her needs. The 'Comprehensive Guide to Sales Engagement' serves as a checklist for enterprises transitioning from experience and intuition-based selling to data-driven selling – merging their sales process, applications, data, and analytics into a single pane of glass.

Rajesh Sabhlok, Managing Director – Asia Pacific, Vymo, says, “Selling is as much an art as it is a science. Today's sellers need both of these to come together and deliver intelligent insights that can engage a customer through the sales lifecycle and deliver an unbeatable value proposition. Vymo's sales engagement guide serves as a primer to enterprises wanting to deepen their understanding of sales engagement.”

As people become more cautious about where they are investing their savings and earnings, adopting predictive technologies will play a key role in helping incumbents transform their agents into trusted advisors to their customers.

The complementary guide is available for download on Vymo's website at www.vymo.com/seg

(Disclaimer: The above press release comes to you under an arrangement with PRNewswire India and this publication takes no editorial responsibility for the same)
  • Related Posts

    Parkinson’s Disease Can Be Managed with Timely Medical Support: Kamineni Hospitals Experts

    On World Parkinson’s Day, doctors at Kamineni Hospitals, LB Nagar, emphasized the importance of early diagnosis, consistent treatment, and mental wellness in managing Parkinson’s disease. Addressing a press meet, senior…

    AI Adoption by BofA’s Global Workforce Improves Productivity, Client Service

    More than 90% of employees use AI-driven virtual assistant for increased efficiency   Bank of America uses innovative technology to meet and anticipate the needs of its clients and 213,000…

    You Missed

    Parkinson’s Disease Can Be Managed with Timely Medical Support: Kamineni Hospitals Experts

    • By editor
    • April 11, 2025
    • 40 views
    Parkinson’s Disease Can Be Managed with Timely Medical Support: Kamineni Hospitals Experts

    AI Adoption by BofA’s Global Workforce Improves Productivity, Client Service

    • By editor
    • April 10, 2025
    • 48 views
    AI Adoption by BofA’s Global Workforce Improves Productivity, Client Service

    Accenture Returns as Diamond Sponsor at Qlik Connect® 2025 to Showcase Real-World AI Success Stories

    • By editor
    • April 10, 2025
    • 45 views
    Accenture Returns as Diamond Sponsor at Qlik Connect® 2025 to Showcase Real-World AI Success Stories

    Spice Money Surpasses ₹11,485 Cr in Customer GTV in March 2025, Sets New Growth Benchmark

    • By editor
    • April 10, 2025
    • 51 views
    Spice Money Surpasses ₹11,485 Cr in Customer GTV in March 2025, Sets New Growth Benchmark

    Coromandel International and Saudi Mining Company Ma’aden Sign MoU to Partnerfor Phosphatic Fertilisers

    • By editor
    • April 9, 2025
    • 80 views
    Coromandel International and Saudi Mining Company Ma’aden Sign MoU to Partnerfor Phosphatic Fertilisers

    10 Years of Pradhan Mantri Mudra Yojana

    • By editor
    • April 9, 2025
    • 43 views
    10 Years of Pradhan Mantri Mudra Yojana