Help sales teams get the customer conversations first time right
Scale deal-winning behaviours, process adherence across highly distributed field sales teams, ensuring consistent sales performance.
The choice of leading financial institutions, with client relationships spanning years. Join them in unlocking your sales team’s full potential.
There are two sides to every story.
“Sales is a tough job. It’s really difficult to get leads or engage customers when you are new. When my manager puts pressure on hitting sales numbers without hand holding, I see no option but to quit.”
Sellers are expected to start selling after the first 3 months of training. Many of them quit after the initial induction.
“Nobody likes going back to clients for missed information or a minor change. But it is impossible to remember all the processes, eligibility criteria and KYC requirements of all product variants. This is a big pain. Can you help?”
Incomplete product and process knowledge leads to mis-selling and errors in the approval process. This affects closure timelines, customer experience, and reputation.
“I don’t know how to engage a customer when they don’t pick up my call or when I don’t have a solid reason to follow-up with them. I struggle to meaningfully engage and earn their respect during the sales process”
Sellers are unable to create multiple touchpoints to engage customers. Without prompt, contextual follow-ups.
How can Sharpsell.ai help you?
Our platform capabilities serve a diverse range of roles and business units. There is something for everyone.
Home Loans
Sharpsell.ai helps standardise communication with end customers to improve approval ratios and FTR (First Time Right), while supporting sellers to perform better.
- Ability to make a compelling sales pitch and handle objections like an expert
- Share personalised & contextual loan details instantaneously
- Get the eligibility and documentation process information at your fingertips
- Product and SOP ready reckoners for managing customer queries independently
- Improve client engagement through content sharing to build relationships and close deals faster
- Personalized, actionable support through learning journeys to reduce infant attrition
- Overcome the fear of customer engagement in the field by practising AI-powered video roleplay challenges
Users- ROs, Loan Officers, DSTs, RMs, DSA
Business Loans
Sharpsell helps identify customer needs based on pre-set personas on the platform
- Make a personalised proposal and share it with the business owners or professionals
- Compare product variants with competitors’ products, highlight the USPs and handle objections in real time
- Get the eligibility and documentation process First Time Right with process ready reckoners
- Get the eligibility and documentation process information at fingertips
- Product and SOP ready reckoners for managing customer queries independently
- Personalised, actionable support through learning journeys to reduce infant attrition
- Practise and improve sales pitching and objection-handling skills before actual customer conversations
Users - ROs, Loan Officers, DSTs, RMs
Personal Loans
Sharpsell.ai allows sellers to hook the interest of the customer from the get-go with a wow pitch with ready reckoners
- Identify the customer persona and make a personalised pitch for their requirements to gain their trust
- Compare product with competitors’ products to showcase the USPs and handle objections in real time
- Get the eligibility and documentation process information at your fingertips
- Product and SOP ready reckoners for managing customer queries independently
- Personalised actionable hand holding with learning journeys to decrease infant attrition
- Overcome fear of engagement on field by practising video role play challenges powered by AI
Users - ROs, RMs
Features from the Playbook that just make sense
Book a demo to get a full walkthrough of the Playbook Platform
Pitch Accurately with Pre-Set Customer Personas
A configurable customer persona and needs-analysis engine makes it easy for sellers to confidently pitch the right product to every prospective customer.
Product pitch, Comparison, and Battlecards
Arm sellers with cheat sheets, ready-reckoners, and comparison tools that help them answer customer questions and counter objections in real time.
Uncomplicate selling with Dynamic Product Illustrator
Help sellers easily pitch and compare products based on benefits, fees, and eligibility across variants and against competitors in real time.
Just-In-Time Eligibility & Process Information
With a wide range of products comes a wider range of eligibility criteria. Automate customer eligibility analysis and help sellers offer appropriate product options swiftly in real time
Dynamic Presentations created in minutes
Help sellers make dynamic customer presentations on-the-fly, on mobile, and reduce the time to share a personalised presentation from 24 hours to 2 minutes.
Drive Sales with Real-time Incentive Visibility
Leverage dashboards to increase the visibility of incentives for frontline sales teams and managers, boosting productivity with targeted incentive nudges. Real-time updates on channel splits and target vs. actual sales foster continuous sales discipline throughout the month. PLP reports offer crucial insights into performance metrics linked to RO/RM promotion eligibility.
Ready for Enterprise Deployment
Prepared to scale with you every step of the way.
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Brand & Regulatory Compliant
Get visibility of seller activity with actionable insights on product mix, ticket sizes, content usage and seller capability to drive positive sales outcomes.
Security
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.
Swift Deployment
Go live in record time with Sharpsell.ai’s pre-built content templates and ready to use plugins and dedicated onboarding support
Seamless Integrations
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.
Our Proven Impact
Reach out to find out how Sharpsell.ai can help your sales achieve its ideal outcome.
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Sharpsell.ai’s sales playbook achieved 98% adoption at Axis Mutual Fund. Used by over 400 sales reps every week to create compelling presentations weekly!
Ready to run consistent sales execution across every rep, region, and channel?
built for frontline teams at scale
