4 Ways CRM Software, Sales Management Tools Can Help You

Published on December 10, 2020
4 min read
Icon Saphyte Team
4 min read

CRM is not just another buzzword. It’s a necessity. Today, CRM systems see an increase in adoption across industries— from 56% in 2018 to 74% in 2019. This year, in 2020, SuperOffice reports an increase to 97% of CRM use.

With the ongoing disruptions, there’s even more reason why businesses should have one.

In this article, we are going to discuss four major ways a CRM software and its sales management tools can help your business grow.

What is a CRM?

Customer Relationship Management (CRM) is an approach to managing potential and existing customer relationships with the goal of improving customer retention and boosting sales.

CRM software was used mostly by big businesses and powerful corporations to cement their dominance in the playing field. These big and powerful companies usually develop their own CRM systems by hiring IT professionals, developers, and other programming experts to understand their business requirements, create a system to address business challenges, and automate processes to improve work efficiency.

The entire process can be very expensive which prevents Small and Medium Enterprises (SMEs) from adopting this technology.

Today, CRM software systems are widely available for use like Saphyte. They make it affordable to SMEs and create partnership plans to ensure that businesses maximize their use of the CRM and achieve growth in many business aspects.

Example of a CRM interface


Benefits of CRM

Among the benefits of CRM are the following:

  • Helps generate more leads
  • Improves business relationships with leads and customers
  • Increased customer retention
  • Reliable data storage
  • Automates manual, repetitive tasks
  • Enhances sales and marketing productivity
  • Boosts email engagement

Example of how workflows get automated

Four Ways CRM Software, Sales Management Tools Can Help You

These are four ways a CRM software can help with your business:

1. It Improves Your Lead Generation and Increases Your Sales

A business that uses a CRM can eliminate some of the tasks required for lead generation, such as the manual gathering of data from leads. CRMs allow you, for example, to leave forms on your website and its landing pages for visitors to fill out.

If, for example, they’re interested in subscribing to your newsletter, or if they want to download a report from you (lead magnet), they can fill out their details on the form (such as their names, email addresses, company, etc) and the CRM can automatically collate all this information and transfer it into the CRM database.

The CRM can then arrange all these leads for you. And start a drip email marketing campaign so that these leads will eventually become customers, thereby increasing your sales.

2. It Automates Repetitive Tasks and Helps You Achieve Efficiency

Running your business the traditional way without the help of a CRM will bombard your employees with repetitive tasks that require a lot of time and effort. They will be too busy accomplishing menial jobs instead of finding creative and effective ways to increase sales, which is something far more important.

CRM tools like Saphyte can automate repetitive tasks using the intelligent workflow system where the user can set up flows, conditions, and triggers that the system can detect to initiate the automation.

Aside from the registration of leads, the CRM system can send emails automatically (depending on the condition set) or start a drip email marketing campaign right away upon detecting a new client in the system.

The user can also set conditions for the CRM so that it would discriminate and only send emails to targeted leads and clients, improving the engagement and sending only content that is deemed relevant to the recipient.

3. It Enhances Sales and Marketing Productivity

When tools and functionalities in the system enable the user to perform beyond his capacities, sales and marketing productivity will be inevitably enhanced.

CRMs allow users not only to track and monitor their performances, but also to perform functions such as sending emails, sorting leads through lead scoring, migrating information from one database to another, or creating reports all in one centralized platform.

Because these tasks are centralized in one system, there is no more need for the user to switch applications. This saves time, costs, and energy.  CRM sales management tools allow you to gain an instant overview of how your business is doing.

It helps you answer questions like, “are we reaching more potential customers?”, “is our marketing strategy effective?”, among others.

A visual reminder of your sales targets through the CRM will also allow your sales teams to strive more and perform better to achieve each target.

4. It Provides Reliable Data Storage

Businesses process large amounts of information every day. Data and information related to customers, email marketing records, phone calls, and other data goes in and out of businesses. Decision Makers then have a choice: whether to leave these data alone or to process these data so they can gain insights and make data-driven decisions.

Data-driven decisions tend to allow businesses to make more strategic decisions, actions that can produce the best outcomes. Reliable data storage then is necessary for businesses to move forward.

What CRMs provide is reliable data storage, among others. This means that these data will not run the risk of getting lost along the way. They can be filtered out easily too using the CRM system.

Another benefit is that CRMs allow this data repository to be accessed by users around the world using cloud technology. They can also access the database using computers, tablets, or mobile phones.

Smart data segregation and organization also prevents your different business processes from slowing down. With a CRM solution, you can organize different information by grouping them into categories. In this system, you can upload data, categorize them, post status, and add updates in real-time.

Moreover, with a CRM, your employees can have access to data related to your products, services, or even previous interaction with your customers so they can provide a direct, straightforward service to your customers, thus eliminating repetition.

Example of lead management in CRM

CRM for Sales Management

One of the most important factors for business success is an increase in sales. A business without sales management would struggle in tracking their sales cycles, processes, and deals. Thus, a CRM with a sales management capacity is a must-have for businesses.

CRM sales management tools allow you to collect data about potential customers and deal prospects and monitor them using features such as sales dashboards and reports. Through these features, you will gain an instant overview of how your business is doing.

These features will allow you and your sales reps to evaluate your personal performance and keep track of where you are standing now in terms of your goals. It also allows you to gain better insights about your sales performance so you will know the areas to improve in your sales process.

Saphyte for Better Business

For better business performance, try Saphyte.

Saphyte is a cloud-based CRM that helps you gather the contact information of your sales leads and customers and enter them into sales pipelines so you can manage their journeys (pipeline management).

Sales management using Saphyte enhances customer satisfaction and users experience. Being able to manage the journey of each customer allows you to provide a unique and personalized service, one that is direct and straightforward, and only relevant to their needs and preferences.

Saphyte is a management software best for contact management. It helps you gather relevant customer information easily, so you can focus on more important aspects of your business.

Contact Us Now

Start your digital transformation journey with Saphyte. Contact our support team so we can provide you with the best practices to maximize the system for your business growth.

For now, Saphyte waives all the set-up fees, implementation fees, and customer support fees for its new users. They will also only be billed according to usage.

February 12, 2021