Solution introduction

Make the world's #1 CRM work for you

Not the other way around

Your salespeople simply don’t have the time to update Salesforce. And without reliable sales data, you don’t have the sales insights that can help you sell.

Thankfully, you don’t have to shoot in the dark anymore. You have Vymo for Salesforce.

With Vymo for Salesforce you can,

  • Automatically collect rich contextual sales data
  • Correlate sales activities to outcomes
  • Coach salespeople to achieve more

Optimized to drive sales productivity 

  • Seamless integration and setup
    Log into Vymo with your Salesforce ID and have all your sales records synced automatically without any IT support.
  • Automated call handling
    Log calls from Android or iOS phones into Salesforce automatically and set follow up tasks with minimal intervention.
  • Contextual recomendations
    Make better decisions and increase conversions with intelligent suggestions for every lead, tailored to produce best outcomes.
  • Geo detection and intelligence
    Log your meetings into Salesforce automatically and understand what prospects or customers are nearby your location.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.