Vymo

Vymo is an Indian sales engagement platform specifically designed for financial institutions, including banks and insurance companies. It enhances sales productivity through a mobile-first solution that integrates various systems into a unified interface. Leveraging AI, Vymo automates CRM updates and optimizes sales processes. Its proprietary algorithm generates recommendations tailored to sales representatives’ quarterly targets, calendar availability, and locations. The company's solutions include

Lead Management: Tools for managing and tracking leads throughout the sales process to optimize conversion rates

Activity Management: Solutions for monitoring and managing sales activities to ensure alignment with sales goals and improve productivity

Partner Engagement: Capabilities to improve collaboration and communication with channel partners

Banking CRM: Custom CRM solutions designed specifically for banking institutions to streamline customer interactions and improve relationship management

Insurance CRM: CRM solutions tailored for insurance companies to more effectively manage policies, claims, and customer relationships.

Vymo claims to have significantly improved sales metrics for its clients, including a 7x reduction in conversion time for HDFC Bank, a 2.5x increase in sales engagement for Sun Life, a 47% increase in direct sales conversion for Generali, and an 84% increase in sales goal attainment for AIA.

Key customers and partnerships 

As of August 2024, the platform had served 350,000+ users across more than 70 enterprises globally. Its customers included Berkshire Hathaway, Generali Bank, Sun Life Financial, AIA, AXA Bank, and HDFC Bank.