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.

  • The “New Normal” for Pharma Sales post the lockdown
  • Why organizations look for Sales Enablement
  • How Sales Enablement is different from traditional LMS or CRM
  • The industry best practices for Sales Enablement
  • Implementation challenges and how to overcome them
  • Ensuring higher adoption

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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.

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Other Customer Success stories

HDFC Life operates across a diversified distribution mix leading to highly fragmented content distribution and ineffective enablement of the field force. The business required a sales playbook solution to unify and align these differential channels while also catering to their unique content needs.

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.

With 1000s of sales associates spread across the country and new products being launched every quarter,TATA Capital knew that it was important to get all of them ramped up effectively. This was essential for the associates to be able to win over customers in a highly competitive market.

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