6 Key CRM Strategies for Healthcare Companies in the UAE

2 min read

The healthcare industry in the UAE is highly competitive, and staying ahead of the curve requires an effective customer relationship management (CRM) system. CRMs are designed to help businesses maximize customer engagement by providing insights into their needs and helping them deliver personalized experiences that drive loyalty.

Here are some key strategies that can help healthcare startups in the UAE get the most out of their CRM:

1. Understand Customer Data Tracking and Why It’s Important in the Healthcare Sector

To maximize customer relationships, organizations must track data related to sales, marketing, product usage, and service interactions.

By understanding how customers interact with your business, you can develop more accurate customer profiles and segmentation strategies and uncover customer insights to guide future decisions.

With CRM, you can track vital information from a single platform and gain visibility into every customer journey stage.

2. Utilize Customer Segmentation to Create Targeted Messages That Resonate with Your Audience

The healthcare industry is highly diverse, so you must create targeted messages that speak to the needs of each segment.

You can begin personalized customer experiences through customer segmentation based on their interests, preferences, and behaviors. For example, you can send different promotions or offers depending on a person’s age group, location, or health condition.

By doing this, you can ensure your message resonates with your target audience and drives conversions.

3. Use Automation Tools to Streamline Processes and Save Time

CRM automation tools can help streamline processes and save Time, which is especially important for healthcare businesses in the UAE.

Automation features such as automated responses, workflows, and appointment reminders can reduce manual labor and ensure tasks are completed quickly and efficiently. The more efficient your operations are, the better you can serve your customers.

4. Leverage Customer Feedback Data to Diagnose Problems, Develop Solutions, and Make Informed Decisions

One of the most valuable CRM tools is customer feedback data, allowing organizations to gain insights into what customers think about their products or services.

By understanding customer feedback, you can diagnose issues, develop solutions and make informed decisions about how best to serve them. It’s also essential to consider customer satisfaction surveys to gather feedback from your customers and better understand their needs.

5. Implement Real-Time Reporting Capabilities to Monitor Performance and Identify Areas for Improvement

Real-time reporting capabilities provide organizations with up-to-date information on performance metrics such as response times, conversion rates, customer engagement levels, and customer satisfaction scores.

With this data, you can quickly identify areas that need improvement or opportunities for growth. For example, suppose response times are low, or customer satisfaction scores are dropping. In that case, you can quickly address the issue before it impacts your business.

6. Integrate Your CRM With Other Systems to Create a Seamless Customer Experience

Lastly, ensure you integrate your CRM with other systems, such as billing, inventory, and analytics. This will enable you to create a seamless customer experience throughout all touchpoints and provide real-time insights into customer activity.

By connecting data from various sources, you can gain better visibility into customer behavior and develop more targeted strategies for engagement.


CRMs are powerful tools that can help healthcare startups in the UAE maximize customer relationships and stay ahead of the competition. These strategies can help organizations create personalized customer experiences, streamline processes and generate valuable insights that drive long-term loyalty.

Since the healthcare industry in the UAE is complex and rapidly growing, a comprehensive Customer Relationship Management (CRM) solution is critical to the success of healthcare startups.

Saphyte CRM provides an ideal platform for managing customer relationships, streamlining processes, and integrating with other systems – all while maintaining data security and compliance with local regulations. Get started here.

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How Marketing Helps with Profits During a Downturn

2 min read

How can marketing help with profits during an economic downturn? What must businesses do to get started? Read on to find out.

The current economic crisis is prompting businesses to change directions. Many are now focusing on qualifying and converting leads and delivering value to existing customers. What’s more, with the pandemic accelerating digital transformation, businesses are now more equipped to understand their customers better to achieve the aforementioned goals.

How can businesses use marketing to improve their profits, especially amid an economic crisis? What steps should businesses take to get better results? Check out our tips below.

Reexamine your lead scoring strategy

Your lead scoring strategy is what helps you qualify your leads and determine which potential customer is most likely to make a purchase. Lead scoring is a critical step in lead conversion strategy. 

Messing up with your lead scoring can impact your lead conversion results. This is why it’s important to reexamine your lead scoring strategy and check if it’s working well.

Some companies automate lead scoring so their sales and marketing teams can focus on more important tasks. By automating using a system, sales and marketing teams can automatically identify which of the incoming leads they need to focus on.

Focus on converting qualified leads

According to surveys, more than 25% of marketing qualified leads (MQLs) do not get a follow-up from sales. This is a wasted opportunity for driving sales. And in an economic downturn, every dollar counts.

To prevent this from happening, it’s important that, as previously mentioned, you can screen out the leads that are more likely to make a purchase, so you can focus on them and help them make a purchase as soon as possible.

You can generate qualified leads with content marketing, conduct follow-ups, connect with them through email marketing, or use positive customer testimonials and reviews to help speed up their purchase decision.

Work on your CTAs

Your CTAs are also crucial in your lead conversion strategy. CTAs may make or break your marketing campaign. If a CTA doesn’t match the customer’s needs or preferences, they may end up exiting from your website or from your other sales and marketing channels.

For example, having “Learn More” as a CTA may discourage customers that are looking to make an immediate purchase. “Buy Now” may not be effective if the customer needs more information about your product or service.

The point of CTAs is to convince users they need to take action immediately or you risk losing them, but this only works if the CTA matches the stage of the buyer in the buyer’s journey. 

Assess and evaluate your value chain

The final thing that you should remember is to add value for your customers. This can be done only when you understand how your value chain works and determine whether they’re giving value to the end users (your customers).

You can conduct a value chain analysis by doing the following:

  • First, identify all your value chain activities. You can do this by having a list of each activity in your company that is essential in the creation of your company’s finished product.
  • Second, calculate their costs. Costs such as rent, utilities, and manpower often play a role in value creation.  By identifying your value chain activities and their costs, you can see an overview of how your company is running and which parts are taking so much of your dough.
  • Third, determine what your customers perceive as value. This is where it’s important to gather data and feedback from customers to help you understand them better. To get you started, gather data related to why and how your customers make purchase decisions. This helps you understand their intent and what they perceive as valuable.
  • Fourth, compare with your competition. Understand the marketing effectiveness of your competitors. Compare how your competitors carry out tasks, what their business strategies are, and their revenue (or other performance) outcomes.
  • Lastly, decide on a competitive advantage. After making your comparisons, you’ll already know which parts you are performing better compared to your competitors. It can be the cost, the perceived value of the brand, or the accessibility you provide to your customers.

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6 CRM Automation Examples Good For Your Business

Email marketing. Lead generation. Lead scoring— Sales and marketing functions that can be fully automated. How does CRM automation work and what can it do for your business?

You may have heard about automation somewhere and still don’t know what it is and what it really means for your business. Well, you’re in the right place as we’ll show you how CRM automation actually works and how it can be good for your business.

Here are six CRM automation examples to get you started:

1. Gathering lead contact information in one system

Lead generation can be quite a challenge as it can be repetitive, and especially when it is manually done. Traditionally, companies get their leads from referrals, from those who subscribed to their email lists, or even cold calling.

Today, companies can get their leads from those who visited their websites and landing pages, or those who clicked on their ads on social media, among others.

With CRM automation, companies ditch tiring traditional methods and just wait for leads to fill out system-generated forms. CRM systems will then pull all the information the lead has typed in into its central database and use the information for future sales and marketing workflows (such as email marketing).

CRMs like Saphyte also allow their users to embed forms on their websites and easily track the performance of campaigns and content (e.g. number of signups or conversions) through these forms. 

2. Scoring leads based on quality or chances of conversion

Traditionally, lead scoring is done by sales teams by manually assigning a score on a lead based on a set of criteria. This score measures how “qualified” a lead is to make a purchase and how likely they will make one.

With CRM automation, this manual process of assigning scores can be eliminated. The CRM system can automatically assign this score for the company based on the conditions and the criteria set by the company in the system.

3. Sending emails based on schedule or conditions

Emails, for whatever purpose, don’t have to be manually crafted and sent using a CRM system. CRM automation allows companies to send out marketing emails based on trigger events such as when a form was submitted or an email was opened or clicked. 

Companies can also schedule the flow of their marketing email campaign by setting the specific count, time, days, or hours before an email is delivered to the target customer.

4. Notifying customers of upcoming meetings with you

CRMs can also let users automate customer reminders before a scheduled meeting or appointment. This reduces the amount of time and effort needed to remind customers to show up. The automated meeting notification has also been observed to minimize no-shows and cancellations.

5. Capture contact information from clients that booked an appointment

Automation also lets users avoid the process of manually adding invitees to their contacts. With a CRM like Saphyte, anyone who has booked in your calendar will have their details automatically captured and saved as a contact in the CRM database.

6. Assign meetings or schedules among team members

CRM automation can also eliminate the process of manually assigning a meeting appointment or schedule to a team member. Using CRM systems like Saphyte, users can automate the process of assigning meetings or appointments among team members using a round-robin distribution, depending on their availability or priority.

Learn More About Automation

CRM automation can make workflows shorter and more efficient. It allows sales, marketing, and admin members to focus more on important tasks that are yet to be automated while leaving the manual, repetitive tasks to the CRM to automate. This makes company workforces more productive, less costly, and more fulfilled.

Discover the power of CRM automation now and see how it can impact your business. Book a FREE demo with our experts at Saphyte to learn more.

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How a Digital Ecosystem Helps with Agile Workflows

2 min read

What are agile workflows and how do digital ecosystems help with them? Why are all these necessary for businesses post-pandemic? Read on to find out.

What are digital ecosystems and what are agile workflows? If these words are unfamiliar to you, allow us to define them for you.

Digital ecosystems are a group of interconnected resources, often related to data and information, that functions as a single unit. 

These ecosystems are made up of technologies designed to perform a function(s), often with the end goal of improving the business performance of their users. 

Agile workflows, on the other hand, are a series of work processes that are broken down into smaller cycles to simplify the project and make its completion faster and more efficient.

Now that you’re familiar with these key terms, let’s discuss how digital ecosystems help with agile workflows, and why they’re important post-pandemic.

How digital ecosystems help with workflows

Below, we’ll explain how digital ecosystems can help improve your agile workflows:

Makes agile workflows more efficient

With digital ecosystems, agile workflows can be implemented with the aid of automation and other tools that help cut delivery time. Workflows that can be automated may be reduced from hours to mere minutes. 

Digital ecosystems can also “digitalize” the performance of these workflows, meaning that they can be done anytime, anywhere as long as the employee is connected to the internet.

Reduces costs 

Companies incur charges when running workflows. These are necessary expenses to make sure the business performs well. These include sales and marketing workflows, production workflows, and even employee onboarding.

With digital ecosystems, not only are the running of these workflows more efficient, but they’re also cheaper to run. Automated workflows can help cut down the manpower needed to run manual, repetitive tasks which often pervade the modern business environment.

Eliminates errors

When employees run workflows, it’s inevitable that errors will be committed every now and then. This is highly likely especially if the task involved is manually and repetitively done.

A light error may make the company incur actual and opportunity costs. For example, if the company sent the wrong product to a customer because of an input error, the company has to incur charges for sending another product. 

Moreover, this bad experience may discourage the customer from buying again, a future opportunity cost charged to the business.

Improves customer experience

A fast and efficient service delivery helps improve the customer experience. The customer experience can even be further enhanced with the use of digital ecosystems to provide a personalized service

Better customer experience has been observed to contribute to higher customer loyalty, more repeat purchases, and reduced customer churn.

Enhances productivity

With a digital ecosystem, your agile workflows can focus on more important tasks and leave the repetitive tasks to the system. This enhances employee productivity and even improves their experience, leading to reduced employee turnover.

Faster and more efficient workflows?

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5 Pharmaceutical Trends to Watch Out for 2023

2 min read

Find out what’s in store for the pharmaceutical industry in 2023, after the world recovers from the COVID-19 pandemic.

As the world slowly recovers from the COVID-19 pandemic, many opportunities are starting to open up for the pharmaceutical industry. According to research, the global pharmaceutical industry will be worth US$1.57 trillion by 2023. However, these opportunities come with challenges as well.

Policy changes, evolving consumer behavior, and a rising inflation rate across the world continue to put pressure on pharma companies.

Find out what’s in store for the pharma industry in 2023 and what trends to look out for to stay ahead of the competition.

1. Increasing verticalization of the healthcare industry

With verticalization, patient care is no longer exclusively provided in hospitals and doctor’s clinics. 

Some non-traditional institutions such as retail chains (e..g Walmart, Walgreens, etc.) may become part of the business of patient care and this will sooner become more normal than you think.

Verticalization also results in organizations creating alliances to improve product and service delivery. This results in an increase in patient services, access to care, and more importantly, lower costs of delivery.

With the pandemic prompting pharmaceutical companies to reexamine their supply chain, verticalization has proven beneficial to some companies, which will unsurprisingly become increasingly adopted in the industry.

2. More demand for personalization

The pandemic has also increased the demand for personalization among patients in the industry. Medical records need to be quickly available and retrievable in a centralized database for pharma and insurance companies. More patients are demanding quicker and more targeted services.

Pharma companies have also observed the demand for personalized content that is relevant to the needs and preferences of patients. Otherwise, patients have higher chances of switching to competitors for better services.

3. Challenges of cost control policies

Research also points to the increased adoption of cost-control policies in 2023. This may be combined with governments tightening rules in key pharmaceutical markets, which may impact the growth aspect of these industries.

Pharma companies’ research and development (R&D) spending may be decreased due to the hampering of growth across pharma companies globally in recent years. The generics pharma market, in particular, has been facing a decreasing return on investment. 

4. Digital transformation continues

The pandemic has also accelerated the trend of digital transformation adoption in the pharma industry. Digital solutions are expected to continue in 2023 across key business areas such as sales, marketing, advertising and customer support.

Those that have adopted digital transformation have been observed to radically alter the competitive landscape. 

More customers are seen to prefer companies that are able to provide more responsive care and service, changing customer expectations and buying patterns. 

Those that refuse to adopt digital transformation have been largely seen to lag behind, in terms of customer acquisition and profitability.

5. More adoption of agile workflows

The pandemic has also forced pharma companies to come up with and/or adopt more agile workflows. This led to the rapid development and approval of vaccines, and workflows dealing with patient care despite mobility and contact restrictions.

Today, the pharma market has a more heterogeneous and digitally-enabled customer base. The evolving patient demands and preferences have proven time and time again how the adoption of agile workflows is no longer an option, but a necessity.

Some of the ways agile workflows exemplified are through Interactive data flow and remote monitoring. Patient data is recorded in a centralized database for faster retrieval, eliminating unnecessary and repetitive workflows. 

More accurate, timely, and comprehensive services have been observed from more agile workflows, thus improving patient experience.

Better data and patient care through digital ecosystem

Learn how critical pharmaceutical workflows can be made easier with a digital ecosystem. Find out how you can gather, store, and retrieve patient data and provide more responsive services now. Book a demo with our experts at Saphyte.

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5 Consultancy Trends to Watch Out for 2023

2 min read

Clients will have distinct preferences this year and onto the next. Learn more about how value, reliability, and authenticity can help you get a headstart in the consulting industry in 2023.

With market conditions becoming difficult to grasp and predict, clients are becoming more specific about their requests than ever before. Consulting firms need to step up and provide better value than competitors. 

Find out what trends you need to watch out for in 2023 to get a headstart:

1. Increased need for digitization as consumer demand evolves

The pandemic has caused consumers across industries to have different needs, preferences, and priorities— changing buying patterns and making the factors that go into the buying decision unpredictable.

Digitization has become needed more than ever before. Only through digitization can businesses quickly gather data to understand their customers better and provide more personalized service.

Overall, this helps provide more value that is needed to establish customer loyalty and differentiate the brand from competitors.

2. Rise in adoption of cloud technology for changing workflows

The shift to remote working is expected to continue even until 2023. This is why the demand for cloud services remains— which applies not only to consulting firms but also to clients. 

Popular consulting firms like Accenture and Deloitte have already made moves to invest in cloud infrastructure. AI-enabled analytics solutions were also integrated into the system to enhance the way consulting firms operate. 

3. Expansion of workforce to global levels

Markets all over the world are expected to continuously recover after the pandemic, with businesses across industries scrambling to learn more about the market conditions and business environments. Consulting services will continue to be in demand. 

In fact, by 2025, the industry has a projected growth at a CAGR of 9.9%, reaching US$91.38 billion.

4. Retention strategies explored

The surge in demand for consultants sparked competition among consulting firms, especially when it comes to specialists. Retention strategies need to be re-examined and explored to learn more ways to retain top talent.

For example, firms like Deloitte and PwC announced a new flexible working arrangement for their employees. Other long-term policies for staff retention, such as retirement and health packages need to be re-examined and explored as well.

5. More adoption of Environmental, Social, and Governance (ESG) measures

Environmental, Social, and Governance (ESG) measures are those set of standards used to measure a company’s ability to sustainably and ethically operate, taking into consideration, its environmental, social, and political impact.

These standards have been increasing in popularity in recent years, especially with the rising pressure from the consumers themselves for companies to protect the environment or to address existing social issues. 

How to Get a Headstart as a Consulting Firm

With these identified trends coming for 2023, there are three things that consulting firms need to prioritize:

  • Gather as much market data as possible
  • Improve value and impact on customers by providing personalized services
  • Use technologies to improve employee experience, engagement, and retention

Learn more about using technologies designed for consulting firms with our experts at Saphyte. Get started by booking a demo here.

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5 Real Estate Trends to Watch Out for 2023

2 min read

The real estate market is one of the fastest-growing industries this year. Find out what spurs its growth and what’s in store for 2023.

Market research conclusions for real estate are conflicting. Some research forecasts real estate growth for 2023, while others are not so positive about it. 

Some research predicts that the housing market will continue to perform better than in the pre-pandemic periods. While others expect that the rising inflation rate will continue to dampen the demand.

What’s the future for real estate in 2023? Here are 5 real estate trends to watch out for:

1. Rise In Demand Continues

If there’s one thing that the pandemic taught people all over the world, it’s the importance of having a home. The home is the new office. And many workers globally prefer to work at home than go to their offices.

Health and safety concerns may also contribute to this rise in demand. However, increasing prices of construction materials may lead to more unaffordable homes— a challenge that real estate companies need to address.

2. Increase In Investments

With the increase in demand for homes comes an expected increase in investments. The pandemic-induced home purchases are likely to continue in 2023. In the US, housing that generates a steady cash flow (such as multifamily housing) remains popular, with almost 15% of housing stock in the US made up of multifamily housing.

3. Rise In Prices Will Slow Down

Although the prices for housing will continue to increase, they’re expected to slow down in 2023. According to a poll by Reuters, home price rises were predicted to slow to 6.5% in 2022 and 3.0% in 2023, compared to the 7.5% and 4.5% increase rates in previous estimates.

Experts explain that although the demand for residential properties is high in 2022, this trend could change next year due to rising costs of living and increasing mortgage rates.

4. Soaring Interest Rates

You may already see a pattern here. Everything seems to be rising and that includes interest rates. The increase in interest rates may, however, vary depending on the location.

In the US, mortgage rates recently jumped above 6%, their highest point since late 2008. According to experts in real estate in Dubai, interest rates in the region may continue to rise with monthly mortgage payments skyrocketing up to 50% higher than in the same period last year.

5. Increased demand for luxury properties

Despite the pandemic, the global wealth was reported to grow during the past two years, leading to an increase in High-Net-Worth (HNW) individuals worth over $30 million by 10%.

Last year, global luxury home markets continued to soar. Now, with the restrictions on mobility easing and the property market starting to look positive, the ultra-wealthy have been keen on investing in luxury properties. 

In Dubai, the demand for luxury villas has grown exponentially in recent years. This led to an increase in prices for luxury properties such as the Palm Jumeirah and the Dubai Residence complex with reported price increases of up to 30% over the past year.

Upgrade Your Real Estate Team

Engage your target market effectively. Send content effortlessly. Gather data and learn more about your customers. 

With Saphyte, you can have all the tools you need to run your sales and marketing workflows efficiently in one centralized platform. Discover how Saphyte can help you grow your business. Book a demo with our experts now.

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What is an Appointment Scheduler and Why You Should Have It

2 min read

What is an appointment scheduler, how can it help your business and personal life, and how can you start using one? Read on to find out.

Appointment schedulers usually refer to apps that allow you to easily conduct meetings with your clients— online or offline— with less effort. These apps let you and your existing and potential clients book, reschedule, and cancel appointments through the internet.

It’s like having a personal secretary do the booking or reminding for you— except you wont have to pay it salary, allowances, and bonuses.

How does appointment scheduling work and why should you have it? Here are a few reasons:

1. Makes scheduling appointments fast, easy, and more efficient

If you’re in the business of engaging clients and booking appointments on a day-to-day basis, an appointment scheduler is right for you. The appointment scheduler lets you know when to engage someone and what to do.

This eliminates the process of remembering when to engage someone, especially when the lead has a high likelihood of converting.

Other things can be done as well such as adding notes (that can be critical in lead conversion) or sending emails or documents which are necessary in the process of lead conversion.

2. Helps establish your online presence

Many customers nowadays use online channels to book appointments— with more than half of them done on the go.

With an automated appointment scheduling system, you can establish your online presence and get back to customers who need the critical information that would push them to make a purchase and become long-term customers.

3. Improves client attendance

Automated schedulers are also known to reduce no-shows. The automated appointment reminders help remind customers what to do next to get value from your business.

It also allows for a frictionless meeting experience where customers don’t have to do anything except click on the link sent by your email or whatever notification you’re going to send them through the appointment scheduling app.

4. Enhances brand image

With a seamless communication experience, customers are likely to have a positive brand perception which leads to an improved brand image.

Better brand images are known to induce customer trust, which is necessary to improve lead conversion rates.

5. Reduces waste of resources

Traditionally, appointments are done through pen and paper, which are waste of office resources, manpower, and time, among other things.

With a tool that lets businesses know when to engage customers through meetings and appointments, the entire process of recording meetings becomes more efficient, which reduces the use of resources to book such meetings.

6. Helps you engage customers on various platforms and channels

Online scheduling tools also help you engage customers on various platforms and channels.

Whether the meeting is done personally, through video conferencing, or even by writing emails, the online appointment scheduler lets you know what to do and which time of the day.

Source: GetApp

7. Eliminates errors

Writing or manually recording your appointments makes the company prone to errors.

With an automated online scheduling appointment system, engaging your clients become more accurate and error-free, making you rest assured that everything’s scheduled by the system for the week.

Want to know more about appointment scheduling?

Upgrade the way you deal with potential and existing clients. Improve your lead conversion rates. Talk to our experts to learn more about appointment scheduling.

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What is a Customer Feedback Loop and How Can It Help Your Business?

3 min read

Customer feedback is very helpful to businesses. It lets businesses learn about the strengths and weaknesses of their brand and work on improving the customer experience. The problem is, sometimes, it can be challenging to gather customer feedback.

With a feedback loop, it becomes easier to understand what your customers are going through when using your product or service. But what is a customer feedback loop and how can you have one? Read on to find out.

What is a customer feedback loop and how can it help your business?

A customer feedback loop is a strategy designed to improve your product based on user reviews and feedback, using active interaction between the business and the customers.

To make it easier to gain constant access to customer feedback, tools like CRMs allow businesses to let their customers access a system where they can input their feedback anytime. The CRM then organizes all customer inputs in a meaningful way that makes it easier for brands to gain insights from the customers’ feedback.

This allows them to develop strategies to continuously improve customer experience, making it easier to establish brand loyalty in the end.

Tips to get started with a customer feedback loop

Here are a few tips to consider when implementing a customer feedback loop mechanism:

1. Use tools that make it easier for you to implement the feedback mechanism

Manually collecting feedback from customers can be done but the quality and quantity of feedback you’ll be getting will more likely be low. More than that, manually collecting feedback can be stressful for your teams.

To make it easier for you to collect feedback from all your sales channels, you can automate the collection process using CRMs like Saphyte that allow customers to provide feedback through forms (surveys), live chat, or a ticketing system.

2. Encourage customers to provide feedback

It’s also important to encourage customers to give sincere feedback. Otherwise, it’ll be difficult for you to determine their true experience when using your product or service.

Prompt customers to provide feedback only at critical stages like when they’ve made a purchase, or when they’ve made a rating on your website. You can also reward customers after they’ve provided feedback.

3. Analyze the feedback

Now that you have gathered customer feedback from all your sales and marketing channels, it’s time to organize them and identify trends and patterns in customer behavior and preferences.

You can create charts to gain meaningful insights from customer feedback. You can also organize them according to the departments involved (sales, marketing, technical, or support), or based on the type of review (positive or negative).

4. Start implementing changes

One of the most important steps when implementing a customer feedback loop mechanism is to actually start making changes based on customer feedback.

Customers provide feedback for a reason— they want to improve their experience the next time they encounter or engage with your brand. If the negative experience continues, it’s likely that they will churn and stop doing business with you.

The goal of the strategy is to improve brand loyalty, which helps you gain advocates for your brand who will refer it to their friends and families. Brand loyalty also helps you drive sales as there will be repeat purchases coming from the same loyal customers.

5. Close the loop

After customers leave feedback for your team, you should close the loop by following up with them directly. Timing is everything. And with tools like a CRM, you can provide a prompt response using automation.

For example, if a customer suggests you improve your product options, you can send them a quick, personalized email using the CRM to let them know the impact of their feedback on your team. This makes the customer feel heard and valued.

Start a customer feedback loop mechanism

Gather feedback from your customers now and make implementing the strategy easier by using tools like Saphyte.

With Saphyte, the manual process of collecting feedback from customers becomes automated using the system. You can also provide prompt responses, like thanking customers for their feedback, without manual effort.

Want to learn more about this feature? Book a FREE demo now and see how Saphyte can impact your organization.

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5 Benefits of Automated Client Onboarding

2 min read

An automated client onboarding process makes it easier for sales and marketing teams to keep track of leads and fast-track the conversion process. Find out why you should automate yours now.

The impression you set on your clients matters and it’s important to get it right from the start.

This is especially true for companies in the insurance, real estate, and automotive industries, among others. These industries have to carefully move their leads from one stage of the sales funnel to another. A bad experience can lead to a sudden customer churn.

This is why many companies from these industries invest a lot in client onboarding. With automation, they cut the process short and eliminate any room for error— resulting in happier clients.

So what are the benefits of automated client onboarding and how can you get started with yours? Read on to find out.

Benefits of Automated Client Onboarding

Automating your client onboarding process can have several benefits. The most popular ones are listed below:

1.   It removes tedious paperwork

The automation that technologies like CRM provide eliminates boring paperwork. It allows users to have better control of data without manually recording them on paper, or even using online spreadsheets.

2.   It improves the client experience

The elimination of delays caused by manual tasks improves the overall client experience. This leads to faster and higher chances of client conversion. Better experience also leads to higher customer satisfaction and loyalty.

With electronic forms, clients won’t have to wait for long to receive the forms and get their data encoded in the company database. Clients can also fill out or send documents online before meeting company representatives, fast-tracking the process.

Sales and marketing teams can also check and review the client information beforehand. This allows them to prepare and provide personalized offers at the first meeting with a client, improving the overall customer service.

3.   It has a high ROI value

Automation improves the overall client onboarding process and increases its efficiency. Manual work is eliminated if not reduced, requiring less manpower and resulting in a more productive workforce. Overall, automated processes are observed to yield high ROIs.

4.   It allows you to collect valuable actionable data

The data you get from your automated client onboarding process gives you an insight into what the customer is like, what they’re looking for, and how your business can match their needs. This actionable data also provides a window of opportunities not only to improve client experience but also to drive sales.

5.   It results in happier and more productive sales and marketing teams

With manual, repetitive tasks eliminated, or at least reduced, sales and marketing teams can focus on more important ones. This has been proven to improve their productivity and help enhance their well-being. A happier workforce also leads to better interaction with clients, improving the value you provide to them while onboarding.

How You Can Get Automated Client Onboarding

The best way to start automating your client onboarding process is to use a digital ecosystem like Saphyte. Our software allows multiple automation options so you can eliminate manual, repetitive tasks and workflows and let our software do the work for you.

Some workflows that can be automated include email marketing, client onboarding, lead generation, and sales monitoring and reporting, among others.

Transform Your Client Onboarding Process

Start transforming your client onboarding process now. Want to learn more about what Saphyte can do for you? Talk to our experts and book a free demo. Get started here.

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