3 min read

Automation is becoming a hot commodity nowadays. According to an article from CIO, automation is becoming a more popular strategy amongst businesses due to its capability to save time and money on manual tasks. But, more than that, automation is a more accurate and faster method for completing more straightforward tasks.

Automation can give more time for employees to complete more complicated, complex, and higher-value projects. However, no matter how great the benefits of automation are, it can be challenging if not done right. If not difficult, automation can be costly.

With that, it is imperative to know the blueprint of business automation that fits with your business. This article will be discussing the aspects of your business that you can automate and streamline. By the end of this article, you might create your blueprint and create a strategic plan to automate certain yet critical aspects of your business.

The Ideal Blueprint of Business Automation

Knowing the aspects of your business that needs automating is the first step. The other critical step is putting them into stages or phases. Here’s an ideal way to put the aspect of your business into phases. 

Phase 1: Forecasting

Forecasting is a valuable aspect of your business because it gives you the ability to make intelligent business decisions and produce data-driven strategies. Forecasting is the first step you need to take before making plans for your marketing campaigns and implementing them because it is crucial to create an intelligent marketing strategy.

However, forecasting has to be done systematically and most often requires calculation, should not be solely based on human estimation or “intuitive guesses,” and is not a one-man’s job. Forecasting involves the coordination and cooperation of all department heads.

By automating this aspect to the business, you free up time for each department. Thus, giving them more time to plan and strategize your marketing strategy without calculating and forecasting individually. 

Phase 2: Lead List Segmentation

Segmentation is a by-product of your forecasting results. After you’ve forecasted, you’ll be lead to the different industries or types of customers you’ll have to win over through your campaigns. Remember, each of your leads has other wants and needs, and putting out a one-email fit all letter is a path that leads to disaster.

Segmenting your leads list is the next best thing. 77% of email marketing ROI is a product of segmented, targeted, and triggered campaigns, according to DMA. This number is not a surprise, as 72% of consumers only respond to personalized marketing messages. With curated and optimized content delivered to the different segments on your list, you can directly affect and improve your email campaign metrics.

However, sorting and individually transferring customer information from one spreadsheet to another is prone to disaster as well as time-consuming for your already overworked sales team. By automating your segmentation process, you can free up time for your sales team and let them do the actual selling.

Phase 3: Email marketing

According to studies, the average email open rates are between 15-25%, and the average click-to-open rates are between 20-30%. This is one of the reasons why email marketing remains a relevant and valuable marketing tool for businesses. Albeit, you can’t automate planning for your campaigns or building templates, you can automate sending them.

It’ll be time-consuming for your team to send out individually and could be more prone to errors. By automating your email marketing, your team won’t have to painstakingly spend hours writing emails for every one of your customers – even if they’re already segmented.

By automating your email marketing efforts, you can enhance your email campaigns without sending out individual emails. Email automation also increases lead engagement and provides a more tailored email experience for your leads or customers.

Phase 4: Lead Scoring

With the results of your email automation, you can now gauge which of your leads are more likely ready to purchase, which leads need more time and nurturing, and those who are not interested at all. This is where lead scoring comes into the scenario.

Lead scoring plays a significant role in your entire sales funnel process. The process of lead scoring involves applying a numerical value to a prospect based on who they are and their interactions with your brand. When a lead reaches a specific value, you can pass the lead to the pipeline and let the sales team lead them to a particular experience touchpoint.

However, scoring your leads individually is time-consuming. There are steps for a lead to qualify, and doing that manually is costly. Automating your lead scoring will make it easier for your sales representatives to assign scores to your leads without manually calculating them.

Phase 5: Pipeline management

Remember, you hire a sales team to sell. They can’t effectively sell if you don’t give them valuable information or even a visual representation of your customer’s touchpoints. This is where a sales pipeline can function well.

A sales pipeline contains all the different stages that your prospects go through in their buying process. A pipeline shows what deals your sales representatives are currently handling and at what stage of the sales process your prospects are.

The sales pipeline is the final hurdle for your team to handle. Creating even a tiny mistake might compromise the entire buying journey. By automating your pipeline management, your sales team can focus on the actual selling, identify stages at which you’re losing the most leads, and eventually help you determine where to make changes.

Key Takeaway

Not taking the brave step to go beyond manual can hurt your business more than you ever realize. Furthermore, automating the critical aspects of your business can be an intimidating journey. That is why having a tool to help you with your journey is essential.

Saphyte, a UAE homegrown business operating out of Dubai, aims to help businesses – no matter the size, drive digital transformation through local support, zero implementation fees, competitive subscription models, and advanced CRM ecosystem technology.

Saphyte aims to streamline corporate, marketing, and sales activities without having to break the bank. Create your blueprint today, partner up with Saphyte, and have a better business tomorrow.

Contact us today to book a free demo or start your free trial immediately.

Book a Demo

6 Ways Business Automation Helps Admin Teams

2 min read

Business automation may sound new to you, but it has been there for a long time. What used to be impossible before is now, well, possible and the technology is only getting better. But what is automation really and how does it impact business productivity and workflows?

Read on to find out more about business automation and how it can help admin teams specifically.

What you should know:

When business automation was invented: The Ford Motor Company first coined the term in the 1940s. It referred to the automatic handling of parts in the assembly line.

Popular companies that use business automation: Popular companies such as Apple, Google, and Amazon use business automation to help them achieve their business goals faster and get an edge over their competitors.

Stats on how business automation benefit companies: Automation helps increase sales productivity by 14.5% and reduce overhead costs in marketing by 12.2%. About 49% of companies now report that they are using marketing automation.

What employees say about business automation: Employees also report an improvement in productivity and wellness when using automation. They also claim that with automation, they are able to focus more on important tasks and collaborate better with their teammates.

What is business automation?

Business automation is the use of technology to fast-track workflows needed for the company to continue running. It is commonly used for sales and marketing tasks. It also helps in reducing manual effort and in eliminating the need to hire more employees to implement tasks.

Example of what business automation can do are:

Generating leads automatically – With business automation, you no longer have to manually collect data from leads. With this technology, it’s like getting a personal assistant that would automatically gather information from leads for you—any lead that visits your website, landing pages, mobile apps, social media, or your other online marketing channels.

Onboarding clients and gathering necessary documents from them – No more manually contacting clients to ask them to submit the required documentation. The software can do that for you, prompting the client to upload the information, photo, video, or files you may need from them.

Promoting products and services to increase your sales – With automation, you can promote content designed to trigger purchase behavior and run campaigns in just one click. More than that, the software is also designed to allow you to generate data and analyze insights in real-time so you could make quick strategic decisions along the way.
What Industries and companies use business automation

Industries that use business automation include automotive, manufacturing, software, consultancy, education and training, insurance, and real estate, among others.

It is mostly used to generate leads and guide the leads—without manual human intervention– to take actions on their own that are aligned to the goals of the business such as making a purchase, providing necessary information for company use, or making referrals about the business to the leads’ family and friends.

Example of companies that use business automation:

Johnson & Johnson








Alphabet (Google)

How business automation affect the workplace

From the gathering of customer data using forms to the authentication of clients, business automation can cut down the duration of the onboarding process by 75 to 85%. Based on studies, onboarding processes that usually take an hour can be reduced to less than 15 minutes using automation.

This significantly improves sales operations and make them more efficient. The simplification of processes— with teams being able to do and focus on tasks that cannot be automated for the meantime— also helps cut down costs. Your salespersons do not have to repeat actions and interactions which are a waste of time and money.

Other tasks that can be automated include lead scoring, digital marketing, email marketing, customer relationship management, management of email campaigns, among others.

Watch how a consultancy company benefitted from business automation:

Take the next step to enhance your admin team’s performance

Get started here or allow us to show you a free demo of how it can be done— let business automation simplify your tasks and take your business to the next level.

Book a Demo


Perform Better by Integrating Live Chat Apps with CRM

3 min read

Customer satisfaction is the deal-making or deal-breaking factor for any type of business today. Whether you’re a small business or an enterprise, there’s no denying that everything is growing at a lightning-fast pace. And most people now have more than a few options that can fulfill their needs and wants.

So, for any business to gain and retain potential customers is also becoming a greater challenge. There are plenty of things to consider aside from email marketing campaigns, social media metrics monitoring, and other lead generation activities.

A Customer Relationship Management (CRM) software now plays an important role in organizations. This doesn’t come as a surprise because CRM tools are not just great as a contact management tool. But they’re also helpful in segmenting contact information and streamlining your whole sales process.

Businesses can even integrate their emails, calendars, web forms to gather vital customer information, etc. to their respective CRM system. Another trend that seems to offer huge benefits if integrated with a CRM is the use of live chat apps.

What are Live Chat Apps?

Live chat allows customers to communicate with your customer service representatives in real-time. Rather than having to interact with your representative on the phone, your website visitors can have live customer interaction with your agents in a chat box within a browser.

Live chats are not only helpful in achieving great customer satisfaction but also in building long-term relationships with customers. Studies show that 63% of potential customers are more likely to revisit a website that has a live chat feature.

Why you need to integrate a Live Chat App for your Business

Integrating useful apps like a live chat with CRM systems results in two things: user happiness (your sales reps) and customer satisfaction. If neither of them is increased, the integration you implemented is worthless. A good live chat app that integrates with a great CRM can offer greater customer management.

Beyond that, there are still other benefits of integrating a live chat app into your CRM. Here are some of them.

Create Leads

Each time your customers reach you through your live chat app they might have plenty of different things they need. Some of these conversations involve clarification of a simple issue. There are some others who might request for a customized quote, and others may differ for different issues such as more questions about your product or service.

No matter what the concern of your customer is, the person is a valuable potential customer who you would like to contact later on. A prospect that could turn into a loyal customer for your business.

This is one of the most common benefits of your CRM and live chat integrations. In this case, you can save leverage the data you acquired to retain customers. With the data, you can use the details to provide better customer service that eventually leads to boosting your sales in the future.  

Reduce Customer Pain Points

Customers simply hate lengthy processes. Hence, another purpose to include a live chat on your website and be integrated into a CRM is to improve the customer experience. Chat support offers plenty of exclusive benefits that many phone supports simply can’t match.

Chats may have slight pauses during the conversation, but they never consist of a formal hold because reps have added time between replies to explore and prepare a solution. This can dramatically improve the customer experience because it basically eliminates holds all together.

Provide more Personalized Support

No longer will you need to go back and forth to look-up for important customer data and past interactions. With a good live chat integration integrated to your CRM of choice, everything will be kept and stored in one place. Logs like chat transcripts, offline messages, and customer expenditures. The CRM can store all your logs and provide you with accurate information for your sales and support teams.

Personalizing customer support includes instant recognition of your customer, their preferences, and other past interactions. This is where a CRM comes in. The system enables your support agents to provide swift, easy, and a more effective response leaving customers happier than before.

When you use your live chat CRM integration, you can have access to in-depth and real-time analytics from your sales pipeline. This information can give you valuable insights and information which you can later use to better set up your live chat widget and increase conversion.

Lower Costs

Integration between a live chat app and a CRM system has one common goal which is removing duplicate content and double work. As the primary function of integration is to translate information, you can expect that you can reduce costs of mitigation and work with higher productivity. Besides all this, integrating your live chat app with a CRM also plays an important role in your whole workflow.

Why Consider Saphyte as your CRM Partner for Live Chat App Integration?

On the topic of customer relationship management software, choosing from a plethora of choices can be confusing. With that, you might want to consider Saphyte as your CRM and live chat integration partner.

Saphyte is a Dubai-developed cloud-based CRM solution provider that allows you to streamline your corporate, and sales and marketing activities. From email marketing, social media campaigns, to other sales campaign activities, all within a single powerful software.

Saphyte is built with sales and marketing features that can improve your business’s efficiency and productivity. The system also has other helpful tools that can help you build and create better customer experiences through impressive customer interaction activities that result in customer satisfaction.

Saphyte’s software can help you manage vital customer information for easier customer interactions, conduct meaningful marketing tactics and strategies, and identify long-lasting business opportunities built for the long haul. Through its user-friendly interface, your sales reps can easily go through the system without the hassle.

Saphyte’s system is built for scalability and flexibility. Users can build automated workflows within the system, gather leads easily, and tailor the system according to your needs.  Hence, allowing growth and success to come easily for your business in the future. Saphyte simply adapts to you.

Saphyte’s pay-as-you-go subscription plans are also suitable for your budget. Furthermore, you won’t need to install the system to your local computer and access the platform anytime and anywhere. Your data is secured with Saphyte because the system automatically uploads your data in a secured cloud storage server dedicated to your business.

Saphyte’s subscription plans are complete with a free demo and one-to-one product training (video conference and onsite). No set-up fees, no maintenance fees, no hidden or extra charges, and 24/7 expert customer service availability.

Let us get you started with your integration today. Contact us for a free demo or start your trial period now.

Saphyte: Your Partner in CRM Website Integration

3 min read

In a constantly advancing world, many people have become keener in using and applying technology in almost every aspect of their lives. From buying food and things online to communicating with our relatives and friends worldwide through social media, technology has influenced how we live our lives today.

Now that we are in a pandemic, businesses are thriving by launching their physical business and services to the online world. Through online marketing campaigns, they can now easily reach potential customers – those which they cannot reach in a traditional marketing strategy. 

Businesses engaging with customers online can also save a lot of time, and this will not just benefit them, but also their customers who will be enjoying speed and convenience. The growing commerce online has allowed businesses to easily achieve higher customer satisfaction and grow their business.

Growing Your Business

These days, there is a huge influx of potential customers all around the globe and your business needs to keep up in handling customer data, phone calls, sales lead, email marketing, contact management, and customer service. If you have a small business, startup, or even an eCommerce website, what you need for your continuous business growth is a customer relationship management (CRM) tool like Saphyte.

But before we introduce to you Saphyte, let us first define what customer relationship management (CRM) is.

What is CRM?

Customer relationship management or CRM helps boost your business growth by gathering customer interactions and organizing the gathered data in one place. Customer relationship management software like Zoho, Saphyte, and Hubspot allows you to access the customer information you need to potentially grow your business. Whether you have a small business, startup, or an online shop, you need to integrate CRM into your website or social media platforms to maximize business growth.

What is Saphyte and why do you need it?

Saphyte, just like any other CRM software, keeps track of all the customer’s data and activities in your CRM integrated website, social media platforms, e-mails, and other channels and gathers them into one powerful platform. All of your customer’s interactions from different channels gathered in one place. It makes you handle your business easier without having to commission someone to manage all these things. Now if you are just starting with your business, this would tremendously help you both in managing finances and handling your business.

With all the customer data gathered in one place, it gives assistance to building a better workflow to skyrocket sales lead and customer retention. These CRM features can greatly help your business to increase customer satisfaction and build significant and lasting business relationships.

What gives Saphyte the upper hand?

We know that there are lots of other companies that offer customer relationship management (CRM) tools and promise great returns for your investment to them. But what gives Saphyte a few steps ahead?

Here are some reasons why Saphyte is the right customer relationship management system for you.

Saphyte Grows with You

Saphyte is designed to go beyond the limits of software and systems. It was carefully developed to adapt to the unique needs of businesses in several industries. So as your business grows, Saphyte grows with you. 

It can also easily be customized to adapt according to your business needs so you can take care of yourself while Saphyte takes care of your business.

Awesome Scalability

Talk about maximizing potential. Saphyte offers scalability and flexibility that not only fits your business needs but also takes your business to greater heights. As your business grows, you can comfortably customize Saphyte using third-party integration or even unique customization to perfectly fit your unique business processes and operations.

So, it’s not just customer data gathering, you can also do contact management, customer support, sales team management, and so much more. Unleash the full potential of this CRM system. It is an all-in-one user-friendly system that can be used in almost every sector. 

No set-up fees

Yes, you heard that right! This is the sign that you have been looking for. Unlike other platforms, Saphyte doesn’t have any hidden charges. So, you can now stop doubting if this is the right CRM solutions partner or CRM software for your business.

With Saphyte, you can simply sign-up, select the number of users, complete your purchase, and use the system right away. Your investment in Saphyte will never go in vain, it will go back to you manifolds.

Unlimited Data Storage

Nowadays, having a large amount of storage is paramount. With the influx of consumers in the virtual world, businesses need to establish a large amount of storage to store their business procedures, contact information, and other necessary data to keep up with the ever-expanding number of consumers. But you don’t need to worry because, with Saphyte, you have access to unlimited data storage. Your data storage is also processed in real-time.

Customizable multiple dashboards

Saphyte’s user-friendly dashboard gives you an overview of all the information of your customers and your business. And with Saphyte, you can also add in your dashboard other necessary information that you need like marketing, sales pipeline, customer interaction history, and many more so you can have a one-page overview of your business.

You can do this customization by using Saphyte’s drag-and-drop functionality to move the widgets according to your preferences. This way, the information that you will see will perfectly fit your preferences.


If you want to establish a good customer-business relationship and if you want to integrate Saphyte in all of your social media platforms or have an integrated CRM website, you can never go wrong with Saphyte.

By using Saphyte, we are confident that your business will grow and you can easily reach your business goals to achieve the best customer management reputation.

Saphyte is not just a system or software. It is your friend, your business partner, and your adviser as you continue to seek greatness in your business.

Sign up for a free trial today or you may contact our experts to have a free product demo. Start your journey with us by choosing Saphyte as your CRM partner.

Win Against FinTech Disruptors with FinTech CRM

3 min read

FinTech is among the fastest evolving industries at present. The finance and technology component of this industry sits right at the center of the growing world, most especially in the marketplace. 

The importance of FinTech pervades through every industry and even the personal lives of everyone. Fintech has transformed the whole financial services sector. From the traditional financial sector, like banking and insurance, to new ways of investment, payment or budgeting. The presence of Fintech can be seen everywhere.

Whilst emergent technologies are giving consumers another variety of services to choose from to satisfy their financial needs. Like any other industry, clients of the financial sector are ever more demanding a better experience from their financial service providers. 

Just like any other industry, the success of the FinTech industry is determined through their customer experience. This is where CRM comes into the picture. 

How CRM Helps Fintech Companies

In order for fintech companies to build a strong and reliable relationship with their customers, they need to invest in a good CRM tool. A Customer Relationship Management (CRM) solution can do more other than managing customer information and contact management. 

Here are some of the benefits of having a CRM with you. 

360-Degree View of Financial Services

Clients subscribe to your company for an extensive and inclusive variety of financial services. As a company, you need a comprehensive visibility of the products they use, assessed income and debt levels, credit score and other details. 

With a CRM, you can gather data into a centralized data center, and your sales team can customize the offers and marketing material for your individual clients. With a CRM, you can keep track and record conversations with your consumers, keep track of the contracts they signed and monitor any account-based tasks of your sales team.

Categorization and Householding

Categorization plays a significant role in the products and services needed. A CRM can go through your database and categorizes those with identical addresses. This type of sales-targeting strategy can predict the most relevant communications for the customer’s living 

Remember, banking and loan needs for each group will differ, and the categorization of any CRM feature will allow you to fine-tune your marketing and customer interaction.


You have plenty of sources of valuable customer data and contact information in your finance organization, but they often reside in specialty accounting and banking software. Look for a CRM offering third-party integration with your company’s preferred solutions. 

You can bring in more data for client profiles, improve visibility throughout your business and coordinate resources across multiple departments. Manual data entry can also lessen due to integration because the entire sales team works with a unified data set on a real-time basis. 

Why Saphyte is the Ideal Option for a FinTech CRM

Saphyte has CRM features that can help you streamline all of your corporate activities and integrate them into one powerful platform. Whether you’re generating leads, getting potential customers through phone calls, or implementing marketing campaigns through email marketing, Saphyte is the CRM ideal for you. 

Here are some of the prominent features of Saphyte’s CRM. 

Lead Nurturing

Customer information is a prized gem in every sales process. Saphyte is built with a powerful and reliable contact management system wherein, the system enables its users to have a view of centralized information in one place. 

With Saphyte you can categorize your leads by status and updates. There are client notes where you can take notes of the touch point history you’ve had with the client. 

The software is also built with a lead scoring algorithm, so that you can identify if a customer is ready to convert or not. These features will help you and your team convert leads to actual clients efficiently.

Sales Management, Client Onboarding

Saphyte is built with features to address your sales team needs for a seamless sales process. The CRM is built with sales forecasting and sales intelligence to provide you with real-time and accurate information for your business decisions.

Saphyte also allows its users to make use of third-party identity verification tools to smoothly take clients onboard and expedite the process. The lesser steps your sales team has to take, the better they can build customer relationships. 

Campaigns are Made Easy

Get your business into full gear and be ready to face your competition. With Saphyte, you no longer need to switch from one application into another and log-in using different accounts every time.

Your marketing campaign activities are all summarized and can be found under the Campaigns tab for easy monitoring, with tools that you can use to optimize your campaigns and increase their effectiveness.

Marketing Automation

Saphyte is armed with a good marketing automation and email marketing system. Most CRM solution software carry features that will facilitate the implementation of your marketing campaigns. Saphyte can provide tools that will help you nurture your leads and turn them into actual clients through personalized service. 

Through marketing automation, you can send out curated information to your target audience. You can also be notified when your customer has opened the email you’ve sent, downloaded an attachment, or clicked a link. With this feature, you can be able to follow on your leads and respond promptly. 

Contact Management

To further nurture your leads and build customer trust along the way, you must have reliable customer information at your disposal. To make that possible, Saphyte is designed with a good a contact management system.

A contact management system is responsible for storing a customer database. This will include names, positions, lead scores, and even the nature of a lead’s business. The contact management feature will be the driver of the customer service experience.

Plus, you won’t need to invest in hard drives, because Saphyte is a cloud-based CRM. All your information will be stored on a secured cloud system and only you and your team can have access to it.

Customized for Scalability and Flexibility

Saphyte is built around with the idea of growing alongside your business. The system can be customized according to your needs, modules, tools, or custom processes. Plus, customizable dashboards that gives you a one-page overview of all the information you want to know regarding your client, sales, marketing, and support management.

With these features, the system can grow along with your business and can be tailored according to your business processes. Saphyte adapts to you; you do not adapt to Saphyte.


On top of all these features is affordability. Saphyte has a pay-as-you-go monthly fee scheme that fits like a tee with your budget. No set-up fees, inclusive of a free demo, and a 24/7 customer support readily available in every subscription plan. 

Whether you’re a small business or an enterprise in the FinTech sector, customer satisfaction plays a key role in it. To better serve your customers, you need to invest on a reliable CRM software today. 

Start it by choosing Saphyte as your CRM partner. Contact us for a free demo or start your free trial now.

How Your CRM Can Win You Loyal Customers

4 min read

Through the decade, customer choice has boomed in every business and industry. From bags to lipsticks, cash on delivery or via credit and cars to heavy machinery, consumers are flooded with countless choices that change how businesses play to attract customers and draw sales. 

In today’s world, customers are more educated about products and services. An excellent and winning marketing strategy is not anymore about focusing on helping the vendor to sell. It is helping the customer buy. There has been a power shift from the seller to the customer. Now, the marketing people and the business owners need to view their activities from a different perspective, and that includes viewing their CRM with different perspectives too.

Making your brand stand out against others is a true challenge. Do you know what is more challenging? It is making your customers come back again after they made their first purchase.

In modern times, CRM is used by companies to analyze customer purchasing behavior to generate new leads. On the other hand, business owners and marketers fail to recognize how CRM is useful to retain existing customers and enhance customer loyalty. How can we keep customers on coming back?

To keep up with its competitors, businesses have to make drastic changes to their marketing strategies. CRM is not anymore used just only for managing sales and leads. Even though this capability is still one of the essential tools of modern CRMs, today, the most successful businesses are using CRM as a loyalty and relationship management tool.

Why companies should focus on customer loyalty?

Jeffrey Gitomer, a successful author, and businessman, once said in his book, “Customer satisfaction is worthless, it is the loyalty that is priceless.” Every business should apply this statement in this competitive market.

In marketing, gaining new customers is much more expensive than maintaining an existing one. That is why business owners and marketers have to focus more on their existing customers.

Some loyal customers become willing advocates of your brand. That means it will save you more time and money and generate more sales as they recommend your product or service to their family and friends.

Consumers are more likely to trust brands that are recommended by existing users. 70% of millennial trust brands that are influenced by their peers. Brands that brag about their own product are no longer trusted by the market these days.

Progressive companies of today focus more on thriving to build a long-lasting relationship with its clients and customers with a well-implemented CRM system that helps them do exactly that. Here are ways on how your CRM can help you win loyal customers.

1.Engage and Interact

Companies allocate more time and effort to engage with potential customers. Meanwhile, they forget to interact with existing ones once they have made their first purchase. This is one of the major restraints in establishing customer loyalty. As a matter of fact, 79% of customers in the US often choose brands that keep in touch with them.

The ultimate key to establish a relationship with the customer and earn their loyalty is by making them feel valued by keeping closer communication with them. A CRM system enables you to store customer data such as contact information, birthdays, anniversaries, previous conversations, and more. These data can be used to stay connected to them and will make them feel valued and thus will encourage loyalty to your product or service.

Your CRM system enables you to set reminders about a customer’s birthdays and other events in their lives. When your email marketing tool is integrated into your CRM software, you can send automated emails to greet your customers on special occasions. You can also send promos and incentives like a discount voucher to make them feel more special.

You can also ask customers feedback on their recent purchase through email. By this, you will know how to improve your product or services. Some companies even give incentives to customers who answer their survey. The customer will feel valued since you still engaged with them right after they made their purchase. This strengthens their trust in your brand even more.

2. Know Your Audience

CRM allows you to gather real-time information about your customers. As customers change style and preferences over time, the data you previously gathered is most likely to change as well after they make their first purchase. Gradually, people switch jobs, change houses, and build new relationships. With CRM software, you can keep track of all these changes in the lives of your customers and use them to your company’s advantage.

For instance, you own a coffee shop in different cities, and one of your loyal customers moves to another city. You can welcome them into their new location by emailing them a discount voucher or some gift certificates that they can use at the nearest outlet. 

CRM also enables you to divide your customers into different categories based on relationship status. This capability will allow you to create customized and send special offers targeting a specified category. This allows better customer engagement such as campaigns. With CRM software, you can personalize your communication based on customer data.

CRM systems help you observe customer interactions like tracking their emails, purchase history, and web clicks. You can use this data effectively to create targeted marketing campaigns and deals.

One of the classic examples of tracking customer data and effectively utilizing it is KFC’s loyalty app which is the Colonel’s Club. Customers can earn stamps if they download this app with every purchase. In exchange for these stamps, customers can claim free rewards. The Colonel’s Club app can also track a customer’s location, style, and purchasing habits that enable the company to create geo-specific deals.

CRM also allows you to re-engage with inactive customers by providing you historical data that helps you know customers who have not purchased from your brand in a while. You can give them special offers and discounts that will bring back their interest in your brand. By this, the chance of them using your product or service again increases.

3. Conduct Surveys

CRM allows you to create automated surveys asking for customer feedback that is very helpful for your business. Your customers will feel that their satisfaction is your brand’s priority.

 The feedbacks give you insights on how you can improve the quality of your product or service that ensures superior customer satisfaction. Your customers will then notice that you respond to their appeals that make them feel that you care for them.

4. Improved Customer Loyalty

CRM systems enable you to manage customer loyalty when you integrate loyalty programs in the form of memberships. Establishing rewards for loyal customers strengthens their trust in your brand.

You can generate creative rewards for your loyal customers as CRM enables you to track customer history and behavior. Reinforcing your relationship with customers who show their trust in your product or service is the main objective in creating these rewards.

Just like Sephora which is every woman’s haven has a customer loyalty program called Beauty Insider. The program offers free rewards in the US and Canada that let customers earn points on all purchases and redeem those points for rewards. The rewards include free makeovers as well as free shipping.

CRM today is not anymore just a tool that gathers data and generates leads. It has become one of the most effective systems to gain trust and customer loyalty. It provides insights to help you improve the quality of your product and the satisfaction it gives your customers by tracking the data customers provide. As a business owner, you should keep in mind that customer loyalty is your company’s most valuable asset. 

Connect with Leads: How to Find New Prospects

4 min read

Finding new leads and prospects is key to a business’s survival. Without getting new clients, a business will find it difficult to grow. The brand will stagnate. And there’s no guarantee that existing customers will do repeat purchases.

This is why connecting with leads is the lifeblood of a business and it is important to do this well. You have to utilize technology to do this process efficiently. More importantly, you have to use technology designed to help you connect with leads from multiple channels and enhance your relationship with existing customers.

But how do you find new prospects? How do you interact with your prospects to convert them into paying customers? Let’s find out.

1. Know Your Target Customers

The first step to a successful lead generation strategy is to craft an accurate buyer persona. This is done by methodically gathering data and information about your target audience and analyzing this data and information to get a picture of what your buyers look like, what their behavior is, and how much this information can bring you more sales and profit in the end. Who are your customers? What are they going to be like? Gender? Age range? Income? These are some of the questions that you should be asking.

You can also craft more questions to get as much data as possible. The data that you have gathered will be used to further improve your sales strategy as a business.

2. Use a People-First Approach

Companies have to use a people-first approach to survive and marketing technologies have to serve the “human experience.” Digital strategies have to be thought of in a human context and technologies have to be deployed for customer-centered use cases to address the human experience. 

This is because the modern-day consumers are now tech-savvy. They demand value, accountability, transparency, authenticity, and more importantly, personalization. That is why technology has to offer an experience that consumers long for or else it will end up forgotten, as with the millions of technologies made that offers no unforgettable experience.

Emotions are the number one factor in determining customer loyalty. Therefore, it is extremely important to understand and respond to emotions, as users who come into contact with your brand can dramatically change outcomes.

Having access to data about your target clients means having a greater understanding of their needs. You also have to find ways where you can gather different elements of client information and organize and interpret them through automation.

With a deeper understanding of what the consumers want and their emotions towards advertising, product information, and the actual purchase or use of the product, you are more able to keep up with user trends and adjust your services and those of your clients accordingly.

3. Use CRM software

The aim of the CRM software is to speed up the process of converting sales leads to prospects to paying customers. This is the general CRM strategy. 

Prospects are leads that expressed an interest over your product or service. Once you are able to win them over, which leads to their first purchase, they become your customers. The software is not just concerned with how quickly all of these should happen– it also increases the success of your sales conversion through the data the software gathered from your interactions with the customer

A great example on boosting customer engagement using the CRM is utilizing its email marketing tools. Most software developed for CRM purposes allow for email marketing campaigns. These campaigns aim for the target audience to be exposed to what the company does and how they can further contribute to their lives. Through email, companies may send a blog post that contains a lead magnet which is an incentive that companies give to leads in exchange for their email address– like a PDF report, an eBook, a video, etc.

4. Be Mindful of Multichannel Support and Strategy

A company should be offering multichannel support. This means that the company should be able to reach out to their leads or prospects using multiple channels: traditional support channels (telephones, emails) and new support channels (social media, live chat, etc.).

You should also be continuously engaging your prospects. When customers are constantly engaged, it increases the chances of repeat purchases which leads to more sales and profit. Some CRM software makes it easy for businesses to continuously engage their leads and customers. With automation, your CRM software can send a “thank you email” to your customers automatically upon their purchase. It can also ask for reviews or referrals automatically, depending on your customer’s behavior and interaction with your system

Most CRM software have multiple tools that give you greater flexibility to perform the tasks needed to satisfy your customer requirements. As a centralized platform, the software can allow syncing of mobile phones, calendars, in-app reporting tools, and other tools needed for customer interaction. Because it is centralized, teams can seamlessly collaborate and work together to produce satisfying results. 

When prospects feel that the entire sales process is smooth and not redundant, it will not only increase their chances of becoming customers, but this will also make them long-term, paying customers. More than this, when they become extra satisfied with the level of service you consistently provide, they may even promote your business to their friends. 

This is why sales CRM is important, especially when customers are interconnected these days and anything that is said about your product or service can be your boon or bane.

5. Get a Proper Digital Branding

Getting the proper branding strategy for your business is a tricky one. It requires experience, expertise, and tried and proven methods for it to work. But proper branding is crucial to attaining organic traffic, which almost always, results in sales.

Digital Branding is part of the brand management techniques that deal with engaging potential customers online using the Internet, apps, and other media content. Branding is basically all about “what are our customers or future customers saying about us?” And whether that translates to sales is the standard of whether your branding is properly done or not.

This is tricky, though. Because the internet is full of information from competitors that your message, your narrative can easily get lost. It is also easy to get misconstrued which can damage your brand forever. This is why it’s important to get a proper digital branding strategy so you can give a brilliant first impression that sells.

As emphasis is being placed on driving growth from generating leads, a crucial effort should be allocated to assure key decision makers know your brand. Demand gets much easier and more effective when prospects understand your brand.


Your lead generation strategy will determine your success as a business. This is why it’s extremely important to craft your strategy around the data that you have gathered. Know your target customers. Who are they and what will they be like? Use a people-first approach. Selling an experience is becoming more important these days as businesses try to separate themselves from the competition. Utilize technology that optimizes your processes to generate leads and enhance your relationship with existing customers. Be mindful of multichannel support and strategy. They help ensure your business’s survival for the next few years. And get proper digital branding. It helps generate leads fast and easy.

5 Important Techniques for Effective Customer Retention

3 min read

The Pareto principle, when applied to the context of business, proposed that 80% of your sales can come from 20% of your customer base. This highlights the importance of retaining that 20% and making sure that they are continuously engaged. Customer retention is the subject of many sales improvement discussions. And it is increasingly becoming more relevant in a business environment where competition is becoming cut-throat and customers’ loyalty can easily wane. In fact, one study proposes that increasing customer loyalty just by 5% can lead to an increase of profits by 25% to 95%, especially when the internet is involved. 

In this article, we will discuss the five essential techniques to keep your customers loyal and engaged. But let us break down the basics first.

What is Customer Retention?

Customer retention is the process of ensuring your previous and current customers are continuously engaged with your business – meaning, they keep on buying your products or availing your services. Customer retention is concerned with making customers return for another business transaction. It is also concerned with giving the impression to customers that the business cares about them and their needs and interests.

The art and science of keeping customers engaged has a lot to do with customer loyalty. Loyalty is what makes customers remember your business when something comes up (or when a need arises). It is also what encourages customers to recommend your business to others.

In the context of modern businesses, customer retention has been dealt with using technology. These days, monitoring and tracking the effectiveness of your customer retention techniques has been made easier using technology. Tools and software have also been developed to boost customer loyalty among the customers as well as generating leads to convert them into paying customers.

5 Customer Retention Techniques You Should Know About

Here are five of the many techniques you can employ for your customer retention plan:

1. Ensure that your customers are satisfied with your products and services

It does not take a genius to figure this out but this is a fundamental principle that you should not forget about. Cliche as it may sound – customers are the most important people in your business and they are always right. Hence, it is important to continuously gather feedback about your products and services.

Are your customers satisfied with the quality of your products? How about their cost? Are they happy about the way you delivered the products? What about how your company is handling the complaints? These are important questions to know and determine whether or not your products need to be changed. Or whether your services need to be improved.

When customers are satisfied with your products and services, it increases the chances of a repeat purchase. That means they will do business with you again because their previous need was satisfied and should another need arises – they will come to you for another business.

This is what keeps customers coming to your business and this is what will help maintain a steady stream of income that will fund the operations of your business. In conclusion, keeping your customers satisfied is essential and you can do this by constantly gathering feedback to improve your products and services.

2. Personalize your interactions with your customers

Personalization of interactions requires a deep level of understanding about your customers’ unique individual needs and interests. This is difficult to do especially when we are talking about customers who are sensitive about giving out personal information. This is understandable as recently cyber crimes are on the rise as identity theft and internet fraud are growing rampant.

Marketing teams are faced with the challenge of “how do I get to know you better without making you afraid of giving me personal information?” To deal with this challenge, some companies have been successful in making customers fill out forms in exchange for an incentive – a PDF, an eBook, a research report, or even money.

Make sure that your customers have a genuine interest in your products and services before making this exchange. When your customers feel that you know them so much like a close friend would, doing business with them becomes smoother and easier. There are also software and systems developed to make information gathering easier through automation. An example of this is a CRM software designed to capture customer information by sending leads and customers forms to fill out with.

3. Hype it up and build a community around your brand

Humans are social animals and are easily persuaded to do things or buy things when they see others do the same. It is in recognizing this innate need to belong that companies become successful. Big brands have been forming communities around their brand and rewarding them. Sometimes, when you feel like you are in a group, the brand becomes exclusive and you get to have a sense of identity.

Successful companies have recognized this and has formed a marketing plan around these identities. Create a theme that fits your community – prestige, privilege, exclusivity, luxury, simplicity, elegance, speed, power, portability, durability, and so much more. 

4. Reward your loyal customers

There is nothing much more rewarding than the feeling that you are recognized as a loyal customer and are rewarded for it. One thing that can keep repeat purchases from going is by giving people an incentive to do repeat purchases. Reward your customers for their loyalty – and this will make it easier for them to recommend your business to their spheres of influence. Future customers will also be enticed to join your community as they feel that your business has a genuine interest to keep your customers engaged in the long run. 

The reward can take in any form appropriate to your marketing plan. It can be offers of discounts to future purchases, freebies after several purchases, actual cash back, or free upgrades. There is a caveat to this, however. When rewarding your loyal customers, make sure that your business can afford to spend on this.

5. Be active online – especially on social media

Doing business these days is significantly different than how you would in the past decades. Sure some principles still apply like the importance of a customer’s feedback or the importance of loyalty. But dynamics may be different especially when you are engaging with (or targeting to engage) customers online.

The internet community, especially on social media, created so many opportunities for businesses to grow. The interconnectivity that marks the online community allows businesses to quickly grow in popularity and recognition. This is why engaging with your potential and existing customers online becomes extremely necessary.

When you interact with your leads and customers online, it becomes easier for them to share the story of how your business changed their lives for the better. When you can provide actual value to your customers, this narrative can quickly spread like wildfire among the internet community. Potential customers will become curious as to how your products and services can change their lives – creating a wider window of opportunity to turn them into paying customers that can last a lifetime.