PARTNER MANAGEMENT

Intelligent partner management & recruitment

You deserve more than a hacked CRM application to manage your partners and drive best possible outcomes. PRM+ is the best way you can manage your Partner, Merchant, Reseller, Customer relationships and drive best outcomes.

Philosophy of Partner

Partner Management

While existing sales automation is geared towards closing leads, they are not uniquely designed to improve outcomes with partners.
We understand,

  • Not all partners are equal based on tenure and business potential.
  • The intensity of engagement (frequency, time-spend) is a key metric.
  • Measuring business sourced accurately is critical to improving outcomes.

Partner Management is complicated since Relationship managers usually have many partners to manage; each with different goals. There are numerous metrics to stay abreast of, disparate from conventional sales metrics.

Vymo PRM+ enables

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Automated daily calendar planning

Using real-time algorithms that optimize for business sourced per RM per month.
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Pre-emptive interventions & coaching

When there is a potential breakdown or scope for improvement in any of the relevant metrics.
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Greater productivity

To drive up overall engagement, while identifying cases where rep is overloaded or underleveraged.

Solution Components

Recruit. Enable. Engage. Service. Succeed.

Profile, Recruit & Onboard

Add partners from various sources
Create intelligent 360° view of partners
Contextually source missing information
Capture tribal knowledge from sales reps
Set goals and track real-time progress

Profile, Recruit & Onboard

Add partners from various sources
Create intelligent 360° view of partners
Contextually source missing information
Capture tribal knowledge from sales reps
Set goals and track real-time progress

Enable

Suggest engagement plans
Contextual recommendations on the go
Account-wise coverage & intensity reports

Enable

Suggest engagement plans
Contextual recommendations on the go
Account-wise coverage & intensity reports

Engage

Capture frequency & time spend
Correlate Activities with Outcomes
Track all workflow stages
Call logging and Meeting detection + NBAs on both
Segment based on business potential

Engage

Capture frequency & time spend
Correlate Activities with Outcomes
Track all workflow stages
Call logging and Meeting detection + NBAs on both
Segment based on business potential

Service

Enable your Sales Reps & Partners to create service requests
Product & Marketing teams can own TAT goals

Service

Enable your Sales Reps & Partners to create service requests
Product & Marketing teams can own TAT goals

Succeed

Cross link outcomes to individual activities
Identify and analyze real-time gaps
Connect the right partners with potential customers

Succeed

Cross link outcomes to individual activities
Identify and analyse real time gaps
Connect the right partners with potential customers

Impact and benefits

The solution is currently live with SBI Life Insurance, a joint venture between SBI, India’s largest state-owned banking and financial services company, and BNP Paribas, a French multinational company. SBI Life was looking for a solution to boost partner / advisor engagement in order to source more, ensure swift closure of leads, and create a highly engaged network amongst it’s 100,000 advisor base.

With Vymo PRM+, SBI was able to

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Minimize time spent on manual data entry via smart workflows and forms
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Avail real-time insights into partners’ performance and engagement history
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Enable route optimization via intelligent map-based and geo-fencing
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Enable timely engagement between Advisors and Relationship Managers

Watch the video below to know more

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