Grow with Saphyte

B2B Tech

B2B tech companies work in a highly competitive industry, which is why providing relevant content quickly to customers is needed to set themselves apart. To help them do this, Saphyte lets them organize and segment data in the system easily. We also let them create auto-responses to customers and send auto-alert to their sales team.

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Case 1

Targeted Email Marketing Campaigns

Case Study


Capture potential customers willing to purchase their products and/or avail of their services.


Our B2B tech partners also wanted to automate their email marketing campaigns.

This means they want a system that will automatically send welcome emails to website visitors that have just recently filled out the newsletter form and leads that have dropped by for inquiries.


Saphyte has been able to eliminate their usual problems when it comes to marketing which often involves ​​increased costs (man-hours) in every campaign delivered.

This is through the use of targeted email marketing, made possible by the system’s automated workflows.

Case Study

Case 2

Data Segmentation

Case Study


Due to the complex nature of their relationships with their customers, business-to-business (B2B) companies prioritize understanding their customers deeper more than anything else. In B2B, rational and well-planned deals win customers not emotion-driven sales strategies.


Many of our B2B tech partners work in a highly competitive industry. Many of them want to provide a high-quality service to set themselves apart. And they believe they can do this by organizing and segmenting actionable data from customers.

One partner, for example, asked how they can meaningfully segment their customers using a CRM database so they can launch different campaigns for customers that have different preferences and priorities.


Using Saphyte, we trained our partners to segment customers according to factors such as channel preference, buying patterns, and other meaningful customer attributes.

First, they have to gain enough actionable data from leads and customers to determine who to contact and how to target them. This can be done through web forms, which the user can easily create using Saphyte.

Second, our partners’ landing pages have been designed using Saphyte to prompt website visitors to fill out a form that captures the needed data. This way, the process of manually asking customers for important data is completely automated using the CRM.

Third, the data gathered from these landing pages and from email campaigns that sent out these forms are processed by Saphyte’s analytics, where the results are conveniently displayed on its customizable dashboards.

Case 3

Customer Journey Awareness

Case Study


One B2B tech partner of ours had trouble keeping track of leads from the first touchpoint to closing the sale. This has gone for several months and they realized they’ve been losing sales-ready leads because they weren’t aware of their needs and preferences and what it takes to get them to take the next step.

They said they needed a 360-degree vision to be aware of their customers’ journey so that their teams can work hand-in-hand in providing a meaningful interaction with their clients.


Saphyte allowed our B2B tech partner’s sales team to always be in the loop of all transactions.

The system was configured to display the needed customer-related data, including those that refer to previous interactions, so the sales team can tailor their individual response according to the acquired customer data.

Saphyte was also configured to send auto-alerts when there is a new lead, allowing them to be aware of the customer journey even from the start. This also lets them act on a lead in a given timeframe to avoid losing their interest and before the competition gets them.

Few of our key features which are
helping B2B tech firms to grow

Organized data

B2B Tech companies look for a system that can organize data according to their own process. Saphyte acknowledges this need and provides the capability to manage data with the use of categorization and other client management tools. Saphyte helps these companies organize data to obtain better business intelligence and increase their sales.

Auto-alert to Sales when there is a new lead

Receiving notifications when a lead has signed up means grabbing the opportunity to sell while the leads are still active. Saphyte helps B2B Tech companies set up automated alerts to their sales team and assign a reminder to act on a lead in a given timeframe that helps them stay ahead of the competition.

Targeted email marketing

Email marketing is an important strategy for B2B companies to connect with leads. Saphyte provides the marketing functionalities such as drip emails to nurture customers, email templates for a more personalized approach, email analytics to evaluate the effectiveness of your marketing campaigns, and many more.

Easy sales forecast

Sales forecast is valuable not only to B2B Tech companies but to every business as it helps estimate your costs and revenue accurately. Saphyte’s Deals Management and Pipeline hierarchies help sales teams achieve their goals by identifying warning signals in their sales pipeline and have an accurate figure of conversions and sales funnel that can help make data-driven strategies and informed business decisions.

Sales performance report

Reports give you a clear picture of what is happening in your sales operations. You can pull up predefined sales reports or create your own customized report in Saphyte based on whatever data is living inside the system. The reports help you recognize possible new business opportunities where you could boost your performance.

Don’t just take our word for it


Dubai Creek
Luke Manning, Sales Manager

"Simple to use and a really fresh, clear interface. The ability to customise the CRM to meet our needs was a really great benefit as it felt we had a CRM which worked for us rather than working around existing software. Great value for money and wonderful service and support from the team."


Panoptic Media
Greg Tickner, CEO

"Since we moved to Saphyte, CRM has been so simple yet effective in growing our sales. With our previous systems – two of the world's leading CRM brands – we were left wanting with little support for smaller businesses like us, as well as needing to change our processes to fit the CRM."


Vision Consultancy
Mr. Ram Satidasani, Managing Partner

"Saphyte has helped us improve our data capturing and data security. In our business, we generate a lot of leads and the manual methods of spreadsheets can’t compare to the automated data protection we have now with Saphyte’s ecosystem. It is humanly impossible to manually manage the lead generation part of our business but with Saphyte’s CRM, the process has now been automated and we have noticed a massive change for the better."


Mystica Advertising
Abdullah Gadit, Managing Director

"Saphyte has been the perfect tool for us to easily digitize the way we manage our customer relationships, moving away from manual processes as the business grows. Each person is now completely aligned during each project meaning we're able to effectively maintain a high level of customer experience when delivering our services."


Rattan House
Alya Kahwaji, Chief Marketing Officer

"Some problems such as the absence of centralised storage of data, difficulty in organising thousands of contacts, missed follow-ups of leads and deals, data is not being updated in real-time and double work because of duplicate information, can be permanently handled by Saphyte CRM."


Tariq Abudayeh, Area Manager

"Prior to Saphyte, we were logging and tracking all of our sales opportunities in spreadsheets. However, due to manual error and poor data input, it was difficult to have accurate visibility on our sales performance."


Nautilus Solutions
Amit Nayyar, CFO

"Before Saphyte CRM we were using multiple tools for the management of our leads, prospects and customers. This was too difficult to manage and as a result we were losing leads and prospects."


33 Voices
Stefan Biswick, Co-Founder

"One of the benefits of Saphyte is the fact that the support is local. The team has been great in suggesting ideas and ensuring that the system fits directly inline with my processes as a business. I now have a complete overview of our operations at the click of a button, which I can access anywhere on the road."


Steven Morris. Country Sales Manager

"Saphyte enables us to have all our leads, customers and sales activities accessible in one centralized place. We now have full visibility on the sales teams activity and sales performance as we look to grow our sales going forward."

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