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.

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How IDFC First bank trained 1500+ officers virtually and achieved over 98% completion for the learning modules

The direct sales officers did not spend time in the office. The bank was searching for a solution which was customizable to the training needs of the various officers and scalable to reach them in all parts of the country.

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

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Equipping 3000+ RMs across 470 branches and 15 states for India’s largest Small Finance Bank to help them sell better

For sales training and content management AU SFB was using a traditional platform which seemed to be falling short of the bank Relationship Managers’ (RM) needs. While the platform supported basic learning journeys and acted as a content repository, the platform faced issues in providing a seamless user experience resulting in low adoption rates.

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

Get the case study now!

Get the case study now!

Other Customer Success stories

How IDFC First bank trained 1500+ officers virtually and achieved over 98% completion for the learning modules

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

Equipping 3000+ RMs across 470 branches and 15 states for India’s largest Small Finance Bank to help them sell better

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