TDI Startup InsurTech Award - Transforming the-crm-experience-with-mobility-intelligence-vymo-11

1. TRANSFORMING CRM THROUGH
MOBILITY AND INTELLIGENCE
www.getvymo.com
How Vymo can integrate with CRMs to help sales teams do more.

2. www.getvymo.com 2
CRMs need to adapt – from passive databases to
proactive assistants
CRMs are the foundations of the digital journey for most organizations but they have not moved beyond
being a source of records to proactively drive conversions.
• Customer lifetime value
• Opportunities and timing (churn,
upsell, cross-sell)
• Campaigns to drive leads
• Customer journey wide data sets
• Integration to all touch-points
• Single end to end customer view
Customer 360
System of Record
IDENTIFY OPPORTUNITIES
• Single view of rep activities +
outcomes
• Insights into skill gaps and coaching
• Interventions via notifications
• Prescriptive meeting plans
• Automatic activity detection
• “Next –Best-Action” nudges
Salesperson 360
System of Engagement
DRIVE CONVERSIONS
30%
RESULT
Less than
ADOPTION

3. Introducing Vymo – an AI-enabled Personal Assistant
for Sales that can transform your CRM
Vymo captures rich, contextual data of sales activities seamlessly and nudges ‘next best actions’,
optimized to identify opportunities and drive conversions.
Detects sales activities automatically Predicts ‘Next Best Actions’ & interventions
www.getvymo.com 3
85%
ACROSS DEPLOYMENTS
More than
ADOPTION

4. Sales Rep Sales Manager Sales Leader
Who should I engage today
and what should I do
What are my teams doing
and when should I intervene
How should we resource and
where should we invest
Intelligence across levels – delivered as ‘next best
actions’ in the moment
www.getvymo.com 4

5. Log all calls automatically.
Schedule activities tagged to calls with minimal actions.
Prompt reminders and follow ups based on calls with minimal intervention
Prompt next best actions for every lead or customer call.
Call Not Reachable workflow In the moment knowledge capture Reminders and follow ups
FEATURE
www.getvymo.com 5
Call detection / Next best actions

6. Log all meetings automatically.
Prompt next best actions based on geo intelligence.
Measure time spend for activities.
Capture in the moment feedback with minimal
intervention.
Time spend per meeting Intelligent route mapping
FEATURE
Meeting detection / Next best actions
www.getvymo.com 6

7. FEATURE
Intelligent lead allocation
www.getvymo.com 7
Profile reps based on activity, interaction and outcome data.
Create dynamic rules for allocation based on multiple parameters and sub parameters.
Allocate leads based on intelligent rules so that the best equipped reps interact with potential customers.
Continuously improve allocation by measuring outcome of allocation.
Intelligent Allocation

8. FEATURE
Prescriptive engagement planning
www.getvymo.com 8
Categorize partners based on opportunity.
Capture business opportunity.
Suggested engagement based on partner profile.
Categorize Partners Business Overview Engagement

9. FEATURE
Proactive meeting suggestions
www.getvymo.com 9
Suggested meetings based on location and calendar intelligence.
Prompt reps to engage prospects and customers more frequently.
Enable reps to pick up unaddressed opportunities and self allocate leads.
Close more renewals and up / cross sell opportunities.
Engage cold prospects for new business
Suggested Meetings

10. FEATURE
Supervisor coaching intervention
www.getvymo.com 10
Enable in-the-moment coaching by supervisors to improve
conversions.
Prompt qualitative interventions by supervisors to assist reps.
Prescriptive actions to avoid sub par performance.
Supervisor Interventions

11. FEATURE
Skill mapping and coaching
www.getvymo.com 11
Map rep performance across broad skill sets and expertise.
Capture in-the-moment feedback through customer surveys.
Proactively improve productivity of bottom quartile reps.
Skill mapping and coaching
Skill RankIn the moment surveysSkill v/s Will

12. Proven for scale - deployed successfully in leading
enterprises across the World
• Captive agents
• Expensive marketing leads
• Leads allocated dynamically
• Reps nudged to engage
25%
more sales
in 6 weeks
Life Insurance / Direct Sales
• Driving adoption in extended
Partner Network
• Correlating activities to outcomes
• Real time activity & pipeline view
50%
drop in time
to win in 8
weeks
General Insurance / Agency Sales
• Wealth Managers with 200
customers each
• Prioritized calendar – based
on need to engage
• In the moment surveys
62%
same day
TAT
Wealth Banking
Vymo solve multiple uses cases ranging from allocation to engagement to servicing across the customer
lifecycle for the largest Financial Services organizations in the World.
+ more..
www.getvymo.com 12