Vymo

Vymo is a sales engagement platform to provide sales productivity and engagement for financial institutions. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

It makes the most sense for sales teams and founders who are tired of spreadsheets. Alongside the main category they mention Analytics, CRM, FinTech, InsurTech and Productivity Tools. As a large product team themselves (501 to 1,000 people), they tend to serve customers of a similar scale best. Bigger vendor, more process. Budget time for procurement.

Vymo is based in Sunnyvale, California and founded in 2013. You can read more at vymo.com.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.

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