How Client Management Tools Improve Customer Relationships

Saphyte Team

4 min read

Updated: September 30th, 2020

Finding customers is never easy, retaining them is another thing. Maintaining and establishing strong customer relationships is a tough road to take. However, no matter how hard the road is; we still need to take it. As businesses won’t exist without its customer base.

This is where client management tools enter the picture. A client management software may come in different forms and different kinds of features. These tools are commonly used to improve the quality and consistency of a business’s relationships with their customers and build customer loyalty.

The most common client management tool is perhaps the CRM. A customer relationship management (CRM) platform allows you to centralize, improve, and streamline your customer interaction activities. The more you know your potential customers, the stronger your relationships will be with them.

CRM tools are basically used for contact management purposes. This is because contact management tools can improve your core business processes, manage your customer data, track customer interactions, and schedule tasks and set up reminders. Basically, a CRM software has all the core tools you need under a single platform.

Why you need to invest in a practical and efficient CRM solution

Remember, better customer relationships are always equal to higher customer satisfaction. In order to build better relationships, you need all the customer information you need. In order to do that, you need to streamline your communication and productivity tools in a single platform.

The reason for that is because data loss is a common occurrence. Important conversations can get lost in email chains, scattered spreadsheets can cause data discrepancy, and post-it notes can become unsustainable in the long run.

Finding a CRM that grows with you is a wise business decision to make. With that, we urge that you opt for Saphyte. Here are the benefits of Saphyte.

Saphyte helps you to have better knowledge of your customers

This might be simple as it may sound, but the mere fact that having all contact information stored in one platform makes CRM an influential communication tool. It’s like having a cheat-sheet that offers easy access to vital information, a CRM system can give your marketing, customer service, and sales team a competitive advantage.

Not only do they have access to a contact’s full name, email address, postal address, telephone number, and other vital information, but also other critical business facts as a lead’s position in the company, relations to other contacts in your database, the language they speak, and even their birthdays.

Having all this information at your fingertips can help you personalize your engagements easily.

Saphyte helps you boost your customer retention rates

Apart from being a great advantage in finding and nurturing your potential and new customers, Saphyte is also a great tool to keep your existing customers satisfied with your business.

Saphyte’s CRM system has a handful of “customer retention” benefits. From live chat integrations, email tracking, and calendar and email synchronization. This will help you keep your promises by reminding your team about appointments or when to send follow up emails.

But what makes the real trick here is that Saphyte can also notify you to reach out to those customers who have not been contacted in a while, and perhaps feel neglected. This allows room for upselling and cross-selling. Thus, making sure that no data is left to waste.

Saphyte helps you close more deals

Saphyte has Client Management and Sales Management functions to help you build accurate and reliable customer information.

You can effortlessly organize and categorize all your contact information, schedule meetings and appointments, manage your team’s tasks, check and reply to emails, build a sales pipeline for customer journey visuals, and manage your companies and deals – without having to leave the platform.

Saphyte CRM’s client management tools can help you organize, segment, and update your data without having to switch from one software window to another. With organized data, coupled with proper documentation allows your sales team to become more equipped and prepared during phone calls or email runs with your potential customer and eventually close more deals as they move along the process.

With the CRM you can also create a visual sales pipeline. Having a visual pipeline allows you and your team to run an effective sales campaign. Putting everything you need for a sales campaign in a visual sales pipeline makes your sales team even more effective. This is because they have access to a much-needed direction they need to accomplish their sales goals.

Saphyte helps you stay productive

Productivity in our sales runs is always a dream come true and it’s not impossible. Here comes our need for productivity tools to help our business stay on top of its game. This is where task automation can come out and play. Automating repetitive and manual tasks can change the way you do business. And can improve your process for the better.

Saphyte helps you automate most of your manual processes. May it be your lead generation activities, workflow processes, or perhaps automated email replies. You can now start dropping some of your manual processes like designing email templates from scratch, manual and painful lead scoring, replying to emails individually, manually and individually sending email marketing materials, and so on.

Saphyte doesn’t stop there. You can make personalized emails for your existing customers, send out scheduled emails, build forms to capture your leads and store them into your database, create workflows that work around your sales and marketing process, and track emails you’ve sent to your clients. 

Saphyte lessens the painful journey of switching from one software to another because you can have all the features you need within Saphyte’s system. Hence, saving you more time to do more of your sales-driven activities. With a semi-automated process, your sales team can now spend more time in creating a better customer experience and focus more on your customers.

Saphyte helps you in making data-driven decisions

Data-driven decisions are necessary and vital if you want to build a better business. However, coming up with these kind decisions can be difficult if you have a defective and a decentralized source of data.

Sure, putting information on separate Excel or Google sheets can work for a while, but you have to consider that you’re growing. Growth means more demand for better data and a scattered spreadsheet mentality just won’t do. 

Through Saphyte you can revolutionize and equip your business better for the future. Saphyte’s CRM system is built with Sales Forecasting and Sales Intelligence tools to support you in making data-driven and insightful decisions for your business.

The Sales Intelligence tool gathers and organizes all information in regard to your client. The tool in return then processes the information, automatically examines the collated data, and creates easy-to-understand visuals for your preference. The visuals in turn can help you make the best possible action in improving your sales and marketing strategies. 

The Sales Forecasting feature is a tool that helps you create an almost accurate estimate on your future sales. This feature may take more time though, because you have to build accurate data first. Hence, the reason why you should invest in a productive CRM at the earliest convenience.

As you go further, the CRM can create realistic forecasting insights that can help you create intelligent business decisions and mitigate any future losses. The better equipped you are, the better decisions you are going to make. The better decisions you make, the faster you can improve your business’s performance.

Conclusion

Lastly, Saphyte CRM creates an inexpensive and non-complicated option for a CRM solution. Saphyte is a SaaS web platform. You don’t need to install the system into your local computer. Thus, saving you from investing for new equipment. All you need is a reliable Internet connection and a browser.

Furthermore, Saphyte is on a pay-as-you-go subscription plan basis. No lock-in period. Every subscription plan is inclusive of a free demo and product training. No set-up fees, no extra or hidden charges, and a 24/7 customer service availability.

With Saphyte CRM, you can fast-track your business process, improve your business’s performance, and make productive work more seamless, effective, and efficient. Contact us for a free demo. Or start your trial period starting today for free.