How Aavas Financiers helped their Relationship Officers distributed across 300+ branches close more deals with Sharpsell plugin.

To continue a sustained expansion of branches and the frontline teams, the leadership team at Aavas was looking to launch an initiative that'd empower relationship officers (RO) across their sales process on-the go. As well as equip them with knowledge, skills and tools to win customers.

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How HDFC Mutual Fund leveraged Sharpsell’s playbook automation platform to empower 40,000+ users with just-in-time content

Traditional methods of delivering Investor Awareness Programs lacked scale as there was no standardised way of teaching investors about mutual funds. Most traditional programs were fragmented, unstructured and their impact wasn’t measurable. There was a need for a platform that could deliver consistent and compliant just-in-time learning content anywhere, at any time.

How HDFC Life fixed content readiness across fragmented sales channels by implementing Sharpsell's Sales Playbook

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How BOB Financial activated the Sales Playbook platform across 250+ branches to boost credit card sales while achieving 84% adoption.

BFSL wanted to aggressively push for more credit card sales in the last quarter of the financial year 2023. For that, it needed to effectively train and enable its sales team to sell more. The training team at the company was looking for a platform that could go beyond providing traditional learning capabilities. Something that could tangibly aid credit card sales.

How Aavas Financiers helped their Relationship Officers distributed across 300+ branches close more deals with Sharpsell plugin.

Get the case study now!

Get the case study now!

Other Customer Success stories

How HDFC Mutual Fund leveraged Sharpsell’s playbook automation platform to empower 40,000+ users with just-in-time content

How HDFC Life fixed content readiness across fragmented sales channels by implementing Sharpsell's Sales Playbook

How BOB Financial activated the Sales Playbook platform across 250+ branches to boost credit card sales while achieving 84% adoption.

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