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.

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.

5 Great Examples of Personalization By Successful Brands

2 min read

Looking for inspiration? Check out these five great examples of personalization implemented by these successful brands.

Personalization is one of the most prioritized strategies nowadays.

According to statistics, 80% of consumers are more likely to buy when a company provides a customized and personalized experience.

When a brand understands a customer’s needs and provides products and services made just for them, it’s likely that that brand will be in the customer’s mind for future purchases.

Investing in personalization was also observed to drive revenue growth by 10-30%.

But how can you implement personalization? Check out these five great examples by successful brands:

1.  Nike by You

Nike takes customization to the next level with its Nike by You campaign, where customers can customize Nike shoes according to their preferences. As customers design their shoes and click on options, the product images will automatically update so they can see their design in action.

Customers can design how their shoes will appear, what colors will be used, and what text can be filed in.

2.  Hulu and its personalized recommendations

Hulu’s customers have varied preferences, so it’s important for them to stay relevant by providing recommendations that their customers would love.

By collecting a huge amount of data from customers, Hulu can provide targeted recommendations, which users can narrow down further by choosing the like or dislike options.

A curated feed of personalized content for each user is then provided, which gives value to its users.

3.  Starbucks remembers your favorite drinks and preferences

Starbucks enjoys its success by providing not just a great experience to its customers indoors, but also its varied yet personalizable menu options.

The company takes personalization a step further with its app by remembering customers’ favorite drinks and preferences, and offering rewards based on their past activity. Personalized promotional messages are then sent to each customer on a regular basis.

4.  Spotify’s varied, personalized playlists

With the millions of options that Spotify provides, customers may find it hard to discover music that’s relevant to them. The company addressed this challenge with its algorithm that allows it to recommend music and other content that matches the user’s past activity and preferences.

Spotify also allows users to expand their music preferences by suggesting options that the user may like based on their past searches and listening activity. It also combines genres and other types of songs into playlists that the user may like. 

The company also has its yearly campaign called Spotify Wrap which allows its users to view a compilation of their activity (e.g. the songs they’ve frequently listened to) over the past year and share a playlist of these songs on social media.

5.  Amazon’s product curation and recommendation

The OG of personalization, Amazon has been the subject of many studies and cases for personalization.

The company’s algorithm allows its users to get recommended only products that are relevant to their needs and preferences, but also products that they may find necessary. This results in an improved customer experience which provides value, especially to customers who mainly buy products online.

Personalize Your Offers with Saphyte

Want to learn how you can personalize your offers by collecting customer data and send them personalized content effortlessly? Talk to our experts at Saphyte by getting started here.

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How to Create a Customer-Centric Strategy for Your Business

3 min read

Being customer-centric is what sets businesses apart from the competition these days. Read on to find out what being customer-centric means and how to create a strategy around it.

Businesses have been looking for ways to make themselves stand out in the market. Many have been conducting research, refining their best practices, and learning from the competition. But one of the most popular marketing strategies that emerged recently was customer-centricity.

What is customer-centricity and how can you build a strategy around it?

What being customer-centric means

Technological research and consulting firm Gartner defines customer-centricity as “the ability of people in an organization to understand customers’ situations, perceptions, and expectations.”

This means that the customer should be the center of all decisions when it comes to products, services, and experiences. The end goal should be to create customer satisfaction, loyalty, and advocacy.

When asked what the most important characteristic was for establishing a truly “digital-native” culture, 58% of survey respondents said that being customer-centric is the most important.

Learn more about what it means to be customer-centric and its benefits here.

How to create a customer-centric strategy

Here’s how you can create a customer-centric strategy:

1.   Build a team dedicated to customers

If your organization has no team dedicated to customers, then it’s important to start considering having one now. Some organizations have customer success teams organized to help their customers be most successful by using their products.

Some have dedicated customer support teams to focus on responding to customer queries and resolving issues. Some even have account managers organized for a particular set of high-value, dedicated customers.

Whatever your team’s role is, make sure it’s dedicated to customers, or at least to help your business grow through your customers.

2.   Measure customer-related success

Your organization will be having a set of KPIs to measure success. Make sure customer-related metrics are part of it. Examples of these metrics include:

Customer Health Score

Net Promoter Score

Qualitative Customer Feedback

Customer Churn Rate

Monthly Recurring Revenue

Customer Lifetime Value

Customer Retention Cost

First Contact Resolution Rate

3.   Improve collection of and access to customer data

To understand your customer at a deeper level, you must be able to collect data and information about them. You can do this by inviting them to fill out forms to know them better.

You can also do progressive profiling to gradually gather data about them to build an accurate customer profile, and use this profile to inform your sales and marketing activities.

Having access to customer data is equally important. Your sales and marketing must be able to know who they’re dealing with to provide more personalized service. Better service always results to better experience— something that’s very customer-centric and your customers will surely appreciate.

4.   Learn and train employees to have empathy at work

Empathy is a difficult skill to achieve in an organization. In fact, many companies actively look for and recruit employees who display such skill. This is because empathy is a critical ingredient in a customer-centric strategy. It allows employees to understand the position of the customer (and their needs and preferences) and provide an appropriate service.

There are several ways to learn empathy at work. These include:

Talking about empathy in the workplace

Let leaders demonstrate the skill

Teach active listening skills


Rewarding and supporting managers and employees that display such skill at work

Tools for customer-centric strategies

It’s important to learn how to use tools to implement customer-centric strategies. This allows your sales and marketing teams to fast-track their workflows and focus on what really matters.

Tools like Saphyte also lets them collect and have easy access to data to enable them to provide more personalized services to customers. Learn more about customer-centric strategies from our experts. Book a free demo today.

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What Is Progressive Profiling and Why Do You Need It?

3 min read

Progressive profiling is a better way of collecting actionable customer data. Read on to find out about what it is and why you need it.

Everyone has been a consumer once at least in their lives, including you. And you’ve always had that moment where you experienced good service that you want to return to, should the need arise. Then you ask yourself, what is in that service that made it so special, so memorable?

Many consumers agree that service that matches their need and preferences always stand out. It improves the customer experience which leads to customer loyalty. But how can companies offer personalized services? The answer lies in progressive profiling.

What is progressive profiling, why do you need it, and how can you start doing it? Read on to find out.

What is Progressive Profiling

Progressive profiling is a method of gradually collecting relevant information from your leads to build up a customer profile rather than asking them for too much information all at once.

A common example is when businesses ask for contact information first, such as the name and email address on the customer’s first signup, then ask for more data throughout their journey.

Benefits of Progressive Profiling

Below are the benefits of progressive profiling that many of our clients have experienced:

1.   Increases the conversion rates for your landing pages

Studies found that landing pages with only 3 fields have 5% higher conversion rates compared to those with more fields. This is why progressive profiling is a better strategy as it allows you to keep your forms short.

2.   Improves the user experience for your potential customers

Filling out a form that requires you to input long information is not only annoying, but it’s also discouraging. With progressive profiling, users won’t have to answer long forms and they won’t get repeatedly asked questions they’ve already answered.

3.   Allows you to qualify your leads

Progressive profiling allows you to gain important and more specific information along the way. This additional information helps you plan your approach to enhance your overall sales strategy.

4.   Helps you implement better and more targeted lead nurturing

Leads that provide additional information about themselves such as their needs, interests, and profiles let you learn more about them and how to be more responsive to them. This allows you to create lead nurturing campaigns that set you apart from the competition.

How to Implement Progressive Profiling

Many businesses found the following steps to be easy and effective:

1.   Identify what data you need from your customers

Before you implement your progressive profiling strategy, you have to first know what data you’ll need from your customers first. The common information businesses need from their customers are:



Mobile number

Company name

Company position (or job role)

Number of employees in the company


2.   Set up a lead journey and its conversion points

Visualize the journey that the lead has to take. After visiting your landing page, what’s next? Then set up the conversion points. What information should you get when the lead arrives at point A? What about in point B, then point C?

Then build your forms to collect the relevant information in these conversion points.

3.   Find a technology that allows you to prompt leads to fill out a form when visiting your website

The best way to implement this strategy is to automate it. Use a technology that allows you to automate user information collection. Digital ecosystems like Saphyte lets you set up forms and automatically prompt visitors to fill them out when visiting your landing pages.

4.   Organize the information you get meaningfully

The technology you use must allow you to organize the information you’ve collected meaningfully. That means you must be able to sort the important information and take action using said information.

For example, you must be able to filter leads with the role of CEOs or Presidents from those with supervisorial roles only. And automatically create a workflow, such as sending an email, based on these targeted roles.

5.   Set up a targeted campaign using the collected information

Using the information you’ve collected from your leads, you can then set up a targeted campaign for lead nurturing. Take it one step at a time. Leads at the early stages of the journey shouldn’t be overwhelmed with too much information right from the start.

You can first introduce your brand, what you do, and why it’s meaningful. You can then proceed to other content such as those that match the need or interest of your target lead. Then you can send more and more specific content based on the data you’ve collected.

It’s also best to automate this process so your sales and marketing team can focus on tasks that matter.

Find out how you can grow your business with email marketing here.

Start Progressive Profiling Now

Find out how you can start gradually collecting information from your leads with Saphyte now. Talk to our experts and book a free demo today.

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How To Build a Data Culture and Why Companies Should Do It

2 min read

Data culture is an important part of any modern business. Find out why you should do it and how you can start building one.

If your company isn’t collecting data from its activities— information you gain from customers, your sales results, etc— then you should start doing it. Why? Because there are insights you can gain from them that would let you make smarter, better decisions for your business.

Knowing how to build a data culture is the only way to get these insights. So how do you start one? Below, we list down why data culture is important and the steps to start yours.

Why Data Culture is Important

Here are the reasons why companies should form their own data culture:

It allows them to spot trends and collect insights

Data analysis allows companies to identify market trends and trends in customer behavior. This lets them adjust their strategies to respond to these trends and drive growth and differentiation.

It helps them make better business decisions

Unearthing useful data lets businesses make better decisions. For example, knowing which channel customers respond to the most lets the business know which channel to focus on. This helps them ease bottlenecks and improve customer experience.

It makes employees more productive

Employees feel more empowered when their actions are producing results. When data guides employee routine, they’re more likely to spend less time on basic tasks and more on strategizing. This makes them feel less like a machine and more like a human.

Steps to Start Building Your Data Culture

Here are four steps to consider when building your own data culture:

Staffing: Choose your team

If there’s “location, location, location,” a business adage for location, there should be one for staffing too. Choosing the right people for a task is extremely important, especially when introducing new cultures to your company.

This is why when starting a data culture, you need to know who are the right people for the job.  The right team members must have a collaborative mindset. They must be from different departments with different skills and abilities— soft or technical. They must also bring different perspectives from the organization.

Include managers, data engineers, developers, and machine learning architects if possible.

Have the right technology

To collect data from your organization’s activities, a technology is needed to fast-track tasks. But starting from scratch (building your own technology) may sound good, but it’s extremely expensive and often impractical.

Getting an off-the-shelf technology is highly suggested, especially for small businesses. Choosing the right vendor is also equally important so you can rest assured that their technology will meet your needs and expectations. Also, get one that provides free training and implementation.

Start with the easy tasks

After forming a team and getting a technology, you might be tempted to dive into complex data to get immediate results. But it’s better to start with the easy tasks first.

This allows you to form your own best practices to refine your team’s workflows and learn more about how to integrate and use data into your organizational efforts. The easy tasks can include: collecting customer emails from your website or launching a drip email marketing campaign that customizes emails according to customers’ interests.


A critical step that many organizations often overlook is the evaluation of their strategy. Building a data culture often takes years to perfect. But you cannot improve your strategy without evaluating its performance first.

Here, you need to assess every step of the way what works and what doesn’t. Make tweaks here and there. And understand why something is or isn’t working.

Build your data culture now

To start building your data culture, you need to form the right team. This requires getting people with a collaborative mindset, technical skills, and varied perspectives about your organization.

You need to also get a technology to help your team perform their tasks. Getting an off-the-shelf system is recommended, especially for small businesses that can’t afford to develop their own technology. But make sure that the technology you’re getting and the vendor selling it can meet your needs and expectations.

When starting your tasks, choose the easy ones first. This allows you to form your best practices and build a data culture momentum. Last but not least, evaluate your performances and strategies. This allows you to create better workflows and get better results.

Want to learn more about data culture? Talk to our experts. Get started here.

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What is an Automated Workflow and How Can You Automate Yours?

2 min read

An automated workflow can shorten sales cycle and drive growth for your business fast. Learn how to automate your workflow here.

We live in a time where technology and automation blend well together. However, a few brands and businesses still prefer to work manually.

Upfront, manual tasks may seem harmless. However, repetitive tasks require employees to log in and out of multiple systems or switch from one platform to another.

Thus, affecting performance at work. The only way to solve this problem is through automated workflows.

What is Automated Workflow?

Workflow automation is designing, streamlining, executing, and automating tasks. The end goal of this process is to automatically route between people, technology, and data based on predetermined business rules.

This process creates better administrative oversight across businesses’ cloud, operating system, network, and departmental interactivity.

One of the primary benefits of automating workflows is optimizing business processes by replacing manual tasks with software features that executes all or part of a process. By reducing human errors and eliminating many time-consuming tasks, such as manual data entry, businesses now have the capacity for scalability.

The benefits don’t just end there. Here are some of the benefits of workflow automation.

Reduce costs

Streamlines task management and email marketing

Reduces errors from manual entry

Automates approval and document flows

Reduce paperwork

Improve workflow visibility

Provide swift onboarding/offboarding experience

Example of Automated Workflow

Every department has its own monotonous and repetitive tasks. Business leaders now opt for automating workflows to lessen the burden, boost efficiency and employee morale, and improve work visibility.

Here are some examples of automated workflows in the business that you can apply.

Customer Onboarding

Customer onboarding is the initial stage of the customer journey once they begin using your product or service through a subscription or signing up for a free trial. The workflow sends it to the customer, thus eliminating the action of manually sending out emails when a lead fills a form.

The onboarding stage of the customer journey often predefines the customer’s relationship with a product or brand. Hence, a vital experience that should be made as positive as possible.

Automated Email Nurturing through Email Drip Marketing

Your sales team has too much on their plate; automating some of their tasks can go a long mile. Whenever a lead subscribes to a service, you can automate some of the lead nurturing emails through email drip marketing tools. 

Drip email campaigns allow brands and businesses to engage their prospects and customers more efficiently. Since these emails are preset, they only send emails based on specific actions. Hence, giving brands a better chance of getting an interactive and genuine response from their prospects.

How to Create an Automated Workflow

There is plenty of software that allows you to create workflows. However, it is great to have a tool where you can create automated workflows and store your data simultaneously, like Saphyte.

Saphyte is a cloud-based, centralized platform that supports sales and marketing operations through automation and innovative tools. Saphyte’s ecosystem has one of the most innovative workflow automation features that you can use to automate some of your manual tasks.

Users can build their workflow and, at the same time, visualize it by dragging, dropping, and connecting workflow nodes. There’s no need to switch from one software to another or code your instructions to the workflow.

It’s as easy as creating a chart on your Powerpoint presentation. You must drag and drop, connect the nodes, set the triggers, and implement. Below is a figure on what your workflow would look like.

Start Your Automated Workflow Here!

Automating your workflow is a vital and crucial investment you can make for your business’s success. This feature is not limited to any specific department. Rather, it has something in store for every aspect of your business.

Time to streamline and automate your business’s repeatable business tasks, minimize room for errors, and increase overall efficiency. Get started with Saphyte today!

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Upping your Customer Experience Value with CRM!

3 min read

A positive client experience is vital to the progress of your business. When your customers are happy, they become loyal customers. The best way to increase your revenue is to invest in customers promoting your business for you and advocating for your brand and product or service.

Imagine a world where companies don’t prioritize the customer. Looks like a chaotic circus, right? Customer experience profoundly impacts how business owners look at their business as a whole. Hence, the obsession with an excellent customer experience doesn’t come as a shocker.

How Important is Customer Experience?

Thanks to businesses and the Internet, customers now have the power, not the sellers.

Customers have plenty of options to choose from and the resources they need to educate themselves and shop unassisted – thanks to the world wide web. By providing a remarkable customer experience, you can help raise brand awareness and encourage customers to keep doing business with you.

Having a good customer experience drives competitive advantage. With the advent of technology, the market has become more saturated, and having an excellent customer experience strategy is your best chance to stay relevant.

The Impact of Bad Customer Service

Studies show that businesses lose more than $62 billion to lousy customer service. Meanwhile, another survey found that 91% of unhappy customers leave a brand without complaining. Even worse, only 10% of consumers worldwide say brands meet expectations for a good experience.

Don’t want to join the ranks of these businesses? It is best to know the factors that lead to bad customer experiences. Here are some of the most common causes of bad customer experiences are:

Difficult purchasing processes

Harmful experiences with customer support

Compromising a customer’s data security

Long on-hold waiting period

Ignoring customer feedback

What is a Good Customer Experience?

An excellent shopping or business experience makes it easier for a customer to do business with you. Here are some examples of an outstanding customer experience.

Intuitive product design

Easy-to-access self-help resources

Realistic expectations about the product or service

Pricing transparency

Live customer support should always be available with a short waiting period.

How to Create a Great Experience for your Customers with CRM

We live in a world where everything almost everything is in the digital space. Hence, creating a digital customer experience has become a norm in modern-day society.

Digital customer experience refers to the knowledge your business makes online or through an app. Building relationships through digital mediums has become increasingly essential as more businesses take their companies online. Here are some strategies on how you can create a great for your customers, even if it is online.

Customer Onboarding

Customers like to be the center of the whole sales process. So, to set the mood, per se, why not implement a customer onboarding process for your business?

Onboarding is the process of introducing new customers to use your product or service and what your brand advocates. You can have a representative from your company work with the user to ensure they understand the value and purpose of their purchase, or you can send out a welcome email using an automated workflow system or drip email marketing. This way, customers don’t have to go through a time-consuming learning curve and can immediately get a discount from your business.


Your customers take their experiences with brands personally. Hence, the birth of personalized emails and landing pages. An automated marketing tool like a CRM system allows brands and businesses to address their marketing emails directly to their client. Giving customer experience a personal touch which clients and customers the much-needed touchpoint in the sales process.

Faster Response Time

Customers don’t like waiting. The length of your waiting time affects your customer’s purchasing experience with your brand. The longer the wait, the faster you’ll lose your customers.

A report has shown that 62% of surveyed companies don’t respond to customer support emails and most companies’ average response time to emails takes more than 12 hours. Yikes! That’s a total blow to the whole customer experience.

With a CRM, you can have features like live chat, automatically assign clients to account managers, and even have a ticketing system. These features are helpful when you want to increase your customer experience significantly.

Marketing Made Easy!

Marketing plays a prominent role in your business. This department serves as your sales team’s right wing. However, building your marketing department can take time (recruitment, refining brand and business vision, etc.). So while building your dream team, you can use a CRM for your immediate marketing needs.

Most modern and intuitive CRM systems can now create your landing page with little to no coding, email marketing templates, and many more marketing features. With these marketing features, you can send messages timely and effectively to consumers without breaking the bank.

Up your Customer Experience Value with Saphyte CRM Today!

Building your customer experience value takes time and resources. Hence, investing in a technology that works with your business (not the other way around) is a great starter.

Saphyte can take your brand’s customer experience value to the next level without breaking the earth!

With Saphyte, you can access all the tools you need for your customer data, sales, marketing, and team for only USD99 a month. No implementation costs and no hidden fees. Our customer service line is free for our international clients and is open 24/7. Saphyte even offers local support for local businesses in Dubai! Yes, we can go to your office personally!

Don’t wait for the next quarter to implement some value-changing strategies for your customer. Book a call with us, and we’ll show you how a CRM can change the experience for your business and customers.

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What is CRM Automation?

3 min read

With the advent of the digital era also came a new technology: Automation. This technology marks the end of time-consuming business processes. The implementation of automation has maximized processing time in producing goods and services while retaining (or even upgrading) the quality. Now, businesses integrate this technology in their operations more often than you think.

But how does one use automation in their day-to-day business functions?

The Marvel that is CRM Automation

CRM automation is the automation of essential but recurring tasks in your business through a CRM system. These tasks are usually manual and repetitive, and automating them helps streamline work and boost productivity.

The primary purpose of implementing CRM automation is to automate customer service and sales functions that are otherwise time-consuming. With the help of AI or Artificial Intelligence, your sales team can follow through and handle excellent engagement efforts with your customers and leads.

The range of CRM automation applications includes the following typical daily tasks in the business, across marketing, sales, and service activities:

Inputting data (aka data entry)

Updating contacts

Calendar/schedule management

Communication details

Lead and opportunity updates.

Let’s dive deep further into what CRM automation can do.

CRM Automation and its Key Functions

Indeed, this technology has revolutionized how we do things across different industries, especially in business. CRM automation tools perform various functions, but we will only discuss the main functions you should consider when opting for the right CRM software for your business.

Managing contacts efficiently

We know that CRM acts as a dynamic digital database for your business, but a fundamental feature offered by almost all CRM automation software is contact management. The automation helps manage stored contact data of customers and leads, such as names, contact details, emails, social media profiles, company details, and the like. CRM provides easy access to customer data while handling and updating them in real-time.

Handling leads effectively

Tracking and keeping up with leads and lead activities is one of the tasks CRM automation has modernized and simplified. Manual tracking proved to be a huge bite out of precious business time. Through CRM automation, however, salespeople are updated with the latest information that can be used to engage with prospects and leads strategically. The function includes identifying, scoring, tracking, workflow management, and pipeline management of leads.

Managing documentations

Another function of CRM automation that helps you save time is the automation of documentation. Documenting data is essential in keeping track of all your business activities. Data included in the documentation are as follows: RFPs, quotes, invoices, transaction documents, sales templates, contracts, and more. With CRM, these pieces of information will be stored automatically in your database with real-time accuracy. Automating the process makes sure that these data are ready to access to be collected, uploaded, and shared by the sales team.

Facilitating integration with external tools

CRM automation allows you to combine complimenting software for easier access and use. It takes many tools to run a business, and this technology helps you integrate them into one dynamic system of tools. Applications such as project management tools, calendars/schedulers, email systems, etc., are managed into one software that helps boost productivity and efficiency. For instance, integration with a calendar/scheduling tool makes data for appointments and reminders available to your employee network; integration with an emailing tool enables your salespeople to keep track of their customer and prospect conversations while efficiently organizing their contact lists. It also fosters a collaborative ambiance between the sales team and the other company teams.

Laying out business reports and analytics

More than a database, CRM also employs reports and analytics over collected data to assist in making data-driven decisions for the business. With the automation of advanced analytics, CRM can imbue sales teams with enough data to make complex decisions that ultimately benefit the company. It allows you to see where you want to go as the one who leads the venture.

The CRM Automation Edge

We now know how CRM can automate your tiresome sales process and make time for more productive use. Implementing CRM automation in your business frees up time for focus and other meaningful and strategic tasks. But beyond that, CRM provides a whole lot more. From sales and marketing to teams and customer service, its scope is relentless by the day.

Investigate in what other ways you can optimize your business venture with CRM that will take it further like Saphyte!

Experience automation with Saphyte and witness your business rise above expectations—without additional fees! With Saphyte, you can access all of the tools you need for your sales, marketing, and team for USD99 a month. No implementation fees, no cap, and no hidden costs. Saphyte even offers local support for local businesses in Dubai! For our international clients, our customer service is free and is open 24/7.

Are you ready to efficiently modernize your business? Invest in a CRM system that brings the best out of your business! Book a demo or start your free trial with us today!

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How Big-Time Brands Grew their Business using CRM

2 min read

There’s a long list of CRM systems that are in place in the global software market. Even leading brands from all across agencies have one set in place: healthcare, education, retail, construction, logistics, and hospitality. 

It doesn’t come as a shock for everyone. We all know that CRM allows businesses to capture customer data, store it in a single repository, and process data without leaving the CRM’s software window. 

Large companies like Uber, Amazon, and Coca-Cola retained a firm focus on the customer. With the use of CRM software and their business idea, these conglomerates could grow their business into household names. 

How Big-Time Brands Grew their Business using CRM

Winning new customers and clients through targeted marketing campaigns is just one of the best secrets of these businesses’ rapid growth. So what are the lessons we can take from the best brands? Let’s look closely at some case studies from leading brands worldwide and businesses you might not expect to use CRM. 


You might be shocked that one of the world’s leading ride-sharing app providers uses CRM as its customer data repository. CRM enables Uber to extract data from users engaging with their brand on social media. With this system in place, Uber can promptly reply to customer complaints and keep track of all its interactions with the public.

Asher College

The career-focused college that offers business, medicine, trades, and technology is one of the most surprising businesses that use CRM for student engagement. As a school that faces a high volume of inquiries daily, it must prioritize and reach the most engaged ones first. With a CRM, this has been made possible, boosting their speed-to-lead by 12 times, making their contact rate go up by 13%, and scheduled campus appointments improved by 5%.  

Coca Cola 

No one in this world not knows the name Coca-cola. So how did CRM software play in engineering the soft drink goliath’s continued growth?

As one of the largest brands in the world, its entire focus was to get much faster on collaboration, connectivity, and scalability – in a mobile setting. With a CRM, they now have instant access to customer history, eventually allowing them to reach their targets and deal more efficiently with customer complaints.


Unilever improved its call center capabilities and boosted the productivity of its consumer advisory representatives. With a CRM, they were able to respond to queries and needs raised by the customers at a fast and timely pace. At the same time, the software allows them to maintain their customer database effectively and enables them quickly access customer information for analysis and strategy development.


Amazon is undeniably a household name in the business world. Amazon continues to grow as the world’s leading online retailer, and it’s all because they’re so good at acquiring, retaining, and consolidating their users. 

With a CRM, Amazon uses data from past purchases and can create tailored offers, recommendations, and promotions – undeniably hard to resist. 

Join the Ranks of the World’s Biggest Brands Today!

If we said it before, we’d never get tired of repeating it – your customers are the bread and butter of your business. Without your customers, you won’t have a business to run to. 

With that in mind, having a CRM strategy and a CRM system is a priority and a need. Your strategy and system will go hand in hand in drawing in new leads, juggling unfolding deals, and managing prospects and client relationships. At the same time, keeping your customers engaged through tailored and targeted content and ensuring the same customers continue to support your business while identifying with your brand and values. 

Start your CRM Journey with Saphyte today!

Explore what your business can do with CRM that understands your business needs like Saphyte

You can take your business venture to the following level-without additional fees! With Saphyte, you can access all the tools you need for your sales, marketing, and team for USD99 a month. No implementation costs and no hidden fees. Saphyte even offers local support for local businesses in Dubai! Our customer service is free for our international clients and is open 24/7.

Still wondering how our system can work with your business? Book a consultation with us for free!

Curious how digital ecosystems can help improve your business?

Check out how digital ecosystems can boost your company performance by getting started here.

Book a Demo