Get sales acceleration at scale in the BFSI industry

Upskill sales teams, enable trust building in their customer relationships and alleviate sales operations by automating processes.

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Trusted by leading
BFSI enterprises

Why does BFSI industry need
Training and Sales Force Automation?

Changing Regulations & Laws

The rapid pace of regulatory changes in Banking, Financial Services and Insurance necessitates sales reps to be prepared at all times to adapt quickly.

High field workforce

BFSI companies have a geographically dispersed workforce with a high number of feet-on-street staff that travels extensively.

Increasing digital-first users

Traditional BFSI companies often lack the technical and pragmatic expertise to engage “digital-only” and “mobile-only” users.

Changing service parameters

As consumer protection laws become more stringent, the need for regulatory compliance training is critical.

Upskill & coach your BFSI sales force

Whether it’s cross-selling complex financial products, positioning and differentiating beyond rates and terms or aligning to the modern digital consumer expectations, sales professionals in BFSI need to learn new tech skills and adopt a consultative approach. How are you ensuring your sales team is competent, efficient and skill-ready?

Ensure compliance through regular training and efficient onboarding

Bridge skill-gaps and promote productivity through L&D and coaching

Coach to deliver value in every customer interaction

Sales Training and Upskilling

Ensuring your sales have the necessary know-how on product, market and sales techniques is critical for your revenue generation goals.

  • Design a blended learning plan with CRT, VCRT and eLearning
  • Quickly identify knowledge gaps and assign appropriate course curriculums
  • Administer assessments with certifications 
  • Gamify your sales learning journey

Sales Coaching

Empower your Sales Heads to create lasting customer experiences and value-sell by helping them perfect their pitch from the get-go.

  • Improve sales performance through on the job coaching for in-office workforce
  • Extend video-based coaching for remote employees
  • Reinforce winning behaviour with social amplification 

Sales Onboarding

Don’t let the high employee turnover rates dampen your revenue aspirations. Counter the constant loss of talent, which poses a severe challenge to organizational stability and growth, but ramping up new sales hires.

  • Design a role-based learning path by stacking sales training courses
  • Improve training engagement and retention with an intuitive, multilingual mobile app
  • Make training collaborative with Social Learning

Enhance buyer engagement & 
Sales Executive

The need for digitally empowered extended enterprises, including sales teams, partner networks, distributor networks and agents, is increasing in the BFSI sector. For RSMs and Sales Officers, enhancing their interaction with buyers of financial products and services while optimizing their sales operations is mission critical for generating more business.

Equip with tools for digital communication & engagement

Automate day-to-day operations & streamline processes

Unlock the power Of data & analytics

Buyer engagement

Say goodbye to the traditional process of sharing one-size-fits all content, extending discounts and comparing with other competitor products. Enable your sales executives to share personalized and relevant content with customers, distributors and partners for an improved seller-buyer engagement.

  • Get product brochures and other promotional materials at the tip of your sales team’s fingertips
  • Empower reps to build and publish product and brand campaigns for Whatsapp, Email and SMS to key stakeholders
  • Get detailed analytics on customers’ engagement with campaigns

Sales ops Automation

Bring about efficient management of field sales. Enable sales executives to service more customers, reduce cost of running sales operations and more. 

  • Track complete lead to closure process
  • Build configurable workflows with multiple levels of approval and rejection
  • Manage team time and attendance with selfie-based attendance and route-location tracking

Revolutionizing Seller-Customer engagement for modern BFSI companies

Build relationships with Customers, Agents & Partners

Represent your brand with confidence

Oversee sharing of accurate product information

Increase Sales from key accounts

A complete ecosystem to amplify
Sales impact and drive business growth for BFSI

Sales LMS & Coaching Platform

Tune’em trains, upskills and coaches distributed sales teams to grow revenue & exceed quota.

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Sales Force Automation Platform

Royce automates & streamlines sales operations, enabling sellers to engage with customers efficiently.

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