Vymo enhances sales productivity through automation and AI

Yamini Bhat and Venkat Malladi have co-founded a company called Vymo. Their goal is to improve sales productivity in financial services using smart technology. Yamini has experience as a consultant with McKinsey and knows a lot about making sales better. She believes traditional customer relationship management (CRM) systems do not lead sales teams to real success. Venkat, a former engineer at Google, has a background in creating location-based products that link data and decisions. Together, they saw a chance to change how sales teams work on the ground. They aim to use automation and AI to provide useful insights and prompts. Yamini points out that in large companies, sales strategies often come from the top but may not work well in practice. She explains that while large firms develop playbooks to guide sales, it can be hard to know if employees actually use them. Traditional CRM systems can help record customer data but do not help understand the behaviors of salespeople engaging with clients. Yamini emphasizes that technology needs to support salespeople actively, rather than just collect reports from them. Vymo’s platform offers various tools for sales teams, managers, and business leaders. It provides intelligent reminders, industry-specific playbooks, and automated workflows. What began as a simple concept has now grown into a platform that supports over 400,000 salespeople across 65 financial institutions worldwide. This includes big names like Berkshire Hathaway, AIA, and HDFC Bank. So far, the company has raised $45 million in funding.