Case Study: Varthana improves lead funnel efficiency with Vymo

Improving Lead Funnel Efficiency for Varthana Finance

Varthana, a finance company focused on providing loans to affordable private school owners, needed better visibility and control over its long, multi-stakeholder sales cycles. Its relationship managers were managing leads and field activities manually, with limited tracking of engagement, pipeline stages, handoffs, and management metrics. Vymo helped address these challenges with its mobile sales engagement and workflow automation platform.

Vymo implemented automated call and meeting capture, geo-based activity tracking, lead and workflow automation for pre- and post-disbursement processes, and dashboard-driven reporting for pipeline, productivity, and lead velocity. The result was a 70% increase in leads sourced per RM per day, a 54% decrease in leads dropped, and a 2.8x increase in activities per RM per day. Vymo also improved reporting speed and reduced manual effort for Varthana’s teams.

Varthana

Gagan Gowda

Relationship Manager