Empower your relationship managers and frontline sales teams
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!
There are two sides to every story.
“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.
How can Sharpsell.ai help you?
Our platform capabilities serve a diverse range of roles and business units. There is something for everyone.
Branch Banking
Sharpsell helps the sellers cross-sell and up-sell for walk-ins and assigned customers
- Help solve customers queries effectively
- Identify customer needs and make an elevator pitch for relevant product
- Share collateral, handle objections and close the sale
- Practice product pitch and objection handling skills with AI Role-plays
Users - CSOs, General RMs, Assigned RMs
Asset Sales Team
Sharpsell helps the Sales Officers pitch relevant credit and mortgage products based on the customer persona
- Identify the customer needs based on their persona
- Make a personalized product presentation and share with the customers
- Get the eligibility and documentation process First Time Right
- Practice product pitch and objection handling skills with AI Role Plays
Users - SOs - Sales Officers
Customer Service
Sharpsell helps agents in banking call centers for sales, service and collection agents
- Product and SOP ready reckoners for managing customer queries independently
- Ability to cross-sell and up-sell products by identifying customer needs and making the right pitch
- Practice customer conversations with AI Role Plays
- Learning journeys for products, soft skills and sales skills
Users - Inbound and Outbound Sellers, Digital Officers, VRMs, CSEs
Off-Roll Teams
Sharpsell helps the off-roll sellers in multiple ways
- Providing a central repository for all product information and marketing collateral
- Working from a mobile phone without email IDs, visiting cards, or physical brochures
- Ability for managers to monitor sellers’ activities without requiring manual entries
- Practice product pitch and objection handling skills with AI Role Plays
Users - Off-roll sellers
Collections
Sharpsell helps on-field and in-office collection agents in their customer conversations
- Learning about products, soft and hard collection skills
- Practice objection handling skills with AI Role Plays
- SOP ready reckoners to be able to guide customers with various processes
Users - DSA - Debt Servicing Agents, Recovery Agents, Collection officers
Features from the Playbook that just make sense
Book a demo to get a full walk through of the Playbook platform
Be Everready with Just-in-Time Content
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.
Pitch Accurately with Pre-Set Customer Personas
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.
Uncomplicate and Sell Better with Fee & Eligibility Illustrator
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.
Dynamic Presentations created in minutes
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.
Get birdseye view of Sales Performance
Enhance productivity and visibility of incentives for frontline sales team and branch managers through smart, actionable nudges. Our dashboards and PLP reports provide a detailed view of performance metrics critical for determining promotion eligibility, optimising both motivation and results.
Ready for Enterprise Deployment
Prepared to scale with you every step of the way.
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Brand & Regulatory Compliant
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.
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 helped IDFC First Bank onboard 1500+ officers virtually and achieved over 98% user adoption on the ground within 2 months.
Are you ready to unleash the power of Sales Playbooks for your team?
Sales Playbook Automation Platform
for high-velocity sales teams.