Assistive CRM vs. Vymo

Sharing some of the use cases where Assistive CRM is best suited, Best for Funnel tracking 0% Lead leakage BFSI Best Mobile CRM for Reports and insights FMCG Healthtech Field first CRM Edutech I'm personally using Assistive CRM for managing my leads and improving sales productivity, earlier I was using excel and was not able to track the sales person and manage the funnel but Assistive CRM has streamlined our sales process and increased our revenue

For us in a large sales team, lead management becomes critical part and Vymo helped us in solving two main problems around assigning leads and nudging sales team to action on the leads.

• Lead Management
• Advance Analytics
• Workflow automations
• Streamlining the sales funnel

• Capturing activities of leads and keeping it one place to refer back
• Allocating leads properly based on certain factors to our sales team
• The best part is nudges for action, this is something which helps a lot and differentiates from other products

• Marketing
• OCR
• No improvement as such

• Overall I didn't found much. Maybe Nudges and actions could be improved a bit more to make sure sales team is taking actions on it.

Ease of Use Easy to configure Simple, Light and Fast UI Loved by the team No coding needed Helped us streamline our sales Process Automated tasks and reminders through prompt notifications Helps to close deals and no lead leakage Better customer support team who helped us in every step Reduce time spent on manual tracking and helped to get actionable insights

The team is super responsive and helped us in every step. We contacted their support team whenever we face any kind of queries while using the web or application, every query raised is tracked and TAT is shared. The CS team is even available on weekends if there is any requests from our end, and for any extended support.

Customization Easy to use offline UI/UX Better Customer Support Services Infinitely configurable Streamlined sales process through effective pipeline management Automated workflows for increased efficiency Provided valuable insights into deals, sales team performance, and revenue Enabled engagement with prospects across multiple channels Sales Pipeline Management In-Depth Insights and Reports for Sales Geo-Awareness feature to increase sales Productivity

We mainly selected Vymo because of its ability to provide nudges to action. Previously, it was managed by a leadership meeting that the sales team has missed actioning on some leads, but that used to be too late for business. Vymo not only helped us with basic capabilities around assigning and keeping track of all the actions but also recommended nudges and actions that could help convert the leads.

• Assistive helped us automating multiple processes
• Increasing the ROI
• Increased Business productivity

• Overall it was positive for us to onboard new customers and grow our business.
• Reduce our leads to sales conversion time.
• Converting leads that was getting missed because of not taking proper action at right time.