They are helping transform sales execution with automation

They are helping transform sales execution with automation
  • Yamini Bhat and Venkat Malladi co-founded Vymo with the idea of enhancing sales productivity in financial services through smart, sales-oriented technology.
  • Yamini’s background as a McKinsey sales transformation consultant had provided her with extensive experience in enterprise sales optimisation. She felt that conventional CRMs were inadequate in directing sales teams towards genuine success factors. Venkat, a former Google engineer, had built location-based products that connected data and decision-making. Together, they saw an opportunity to transform frontline sales execution with automation, AI-driven insights, and behavioural nudges.
  • Yamini says in large enterprises, when they drove large-scale sales transformation or any field transformation, there would be playbooks designed on the best practices that needed to be driven top-down. But a couple of years down, they would realise that topdown transformation is very challenging. “Also, there was no way to actually know whether the playbooks were actually being used by people on the ground. There are tools like CRM which are available but mostly passive at best. They can be a good system of record for customer data, but they really don’t help you understand the behaviours of people on the ground who are engaging with these customers. So it’s not that the playbooks were wrong; it’s just that technology needs to be on the go, available, and guiding a salesperson rather than asking the person to report actions,” Yamini says.
  • Vymo’s sales engagement platform solves multiple industry-relevant use cases for frontline sales teams, managers, and business leaders by providing intelligent nudges, industry playbooks, and automation-driven workflows.
  • What started as a simple idea has evolved into a platform used by over 400,000 salespeople across 65 global financial institutions, including Berkshire Hathaway, AIA, Generali, AXA, and HDFC Bank. The venture has raised $45 million to date.
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