Vymo vs. Wealthbox CRM

For us in a large sales team, lead management becomes critical part and Vymo helped us in solving two main problems around assigning leads and nudging sales team to action on the leads.

Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Capturing activities of leads and keeping it one place to refer back
• Allocating leads properly based on certain factors to our sales team
• The best part is nudges for action, this is something which helps a lot and differentiates from other products

• Workflow Customization
• Ease of Use with setting up Advisor and Contact Info

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Overall I didn't found much. Maybe Nudges and actions could be improved a bit more to make sure sales team is taking actions on it.

• Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
• Issues do not get resolved timely.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We mainly selected Vymo because of its ability to provide nudges to action. Previously, it was managed by a leadership meeting that the sales team has missed actioning on some leads, but that used to be too late for business. Vymo not only helped us with basic capabilities around assigning and keeping track of all the actions but also recommended nudges and actions that could help convert the leads.

Wealthbox is more user friendly and has a better view

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Overall it was positive for us to onboard new customers and grow our business.
• Reduce our leads to sales conversion time.
• Converting leads that was getting missed because of not taking proper action at right time.

• Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info