Sharpsell.ai empowers RMs and frontline sales executives with content and tools that help them up-sell, cross-sell and drive revenue while having more meaningful conversations with clients.
Choice of leading banks and financial institutions, serving millions of customers across geographies. Join their ranks today!
“How do you expect me to remember 100 product variants and 20 personas and pitch the right benefits with a retail customer when I get only 5 minutes facetime?”
With an average bank simultaneously promoting over 100+ products and variants in the market. The relationship managers find it difficult to pitch the right product and close the sale using the appropriate collateral
“My induction and training doesn’t prepare me for real world scenarios, Sales is already a tough job and pressing quotas doesn’t make it any easier!”
It already takes long enough to train a competent field-ready sales Officer. It doesn’t help when they quit even before making their first sale.
“The world of finance is fast paced, It’s hard to keep track of every regulatory or market update, when I don’t even have the time to breathe; jumping from one task to another”
The sales officers struggle to be on top of the latest industry commentary, often coming off as uninformed; losing credibility and customer trust in the process.
Our platform capabilities serve a diverse range of roles and business units. There is something for everyone.
Sharpsell helps the sellers cross-sell and up-sell for walk-ins and assigned customers
Users - CSOs, General RMs, Assigned RMs
Sharpsell helps the Sales Officers pitch relevant credit and mortgage products based on the customer persona
Users - SOs - Sales Officers
Sharpsell helps agents in banking call centers for sales, service and collection agents
Users - Inbound and Outbound Sellers, Digital Officers, VRMs, CSEs
Sharpsell helps the off-roll sellers in multiple ways
Users - Off-roll sellers
Sharpsell helps on-field and in-office collection agents in their customer conversations
Users - DSA - Debt Servicing Agents, Recovery Agents, Collection officers
Book a demo to get a full walk through of the Playbook platform
Sales meetings are unpredictable, Sharpsell.ai arms the seller with cheat sheets, ready-reckoners and battle cards that help them enforce points, counter objections and close the deal faster. Just-in-time content can be searched and shared through the mobile or web-based platform during or after a meeting.
While the salesperson tries their best to play a competent matchmaker it is really tough to suggest the perfect product to the prospective customer. Using Sharpsell.ai’s pre-set customer personas, sellers can analyse the customer’s needs precisely and pitch them the right product.
With a wide range of products it gets difficult to draw differentiation. Help sellers pitch and compare complex products with ease in real-time. Dynamic feature and benefit comparison generator also aids customers in making quicker decisions by simply comparing variants or competitors.
Relationship managers and field sales teams are chasing multiple opportunities and are moving from one meeting to another continuously. Help them make presentations on-the-fly, on mobile, and reduce the time to share a customised presentation post meeting from 24 hours to 2 minutes.
Prepared to scale with you every step of the way.
Ensure that each proposal and content that is shared with RMs and client facing teams is always brand and regulatory compliant. Do not worry about missed disclaimers, or outdated product information.
Sharpsell.ai is a ISO 27001 certified organisation and is GDPR compliant. Ensure enterprise grade security with end-to-end encryption hosted on secure cloud infrastructure.
Go live in record time with Sharpsell.ai’s pre-built content templates and ready to use plugins and dedicated onboarding support
Sharpsell comes with out-of-box integrations for SSO and data lake integrations. Seamlessly integrate with existing CRM, HRMS and analytics platforms without breaking a sweat.
Reach out to find out how Sharpsell.ai can help your sales achieve its ideal outcome.