B2B CRM Software Features to Help your Business

Saphyte Team

3 min read

Updated: July 19th, 2020

Having to work with customers is a challenging task. Keeping up with contact information, correctly diagnosing problems, and managing customer satisfaction as well as positive interactions are just the hustle of your sales and marketing team. 

This sounds a lot, yes, only if you’re doing it manually. But when you have a customer relationship management (CRM) system, you can carry plenty of your workload for your business and sales processes.

CRM features and opens up remarkable opportunities for small businesses and large enterprises alike to succeed. Businesses need to manage potential customers and existing customers with great care, now more than ever. 

By using a platform like a CRM tool is an essential part of that strategy, most especially if you’re on B2B sales. So, before we get into the CRM features you should be looking for, you should get to know what a B2B CRM software is. 

What is a B2B CRM Software? 

B2B CRM or Business to Business Customer Relationship Management, refers to strategies, processes, systems, and technologies that assists B2B companies and their sales teams to manage their sales process, customer information and relationships.

The purpose of the system is to guide your potential customers through a curated and personalized campaign through generating brand awareness and leads, up to a closing sale. 

However, with the current challenge of the B2B environment, you need a reliable CRM software to help you run your business seamlessly. So, what are the features that you should be looking at? Here are some of the features you may have to consider. 

Contact management

The CRM should have the ability to store contact information such as names, position in the company, addresses, and social media accounts. 

Whilst all CRM software has a contact management feature, you may want to look for a CRM layout that make sense to you and one you can work with easily. Because, it makes no sense investing in one if you can’t be able to use the properly. 

Interaction tracking

Features like Add Notes should be there to track any interaction history and the CRM must be able to document conversations with specific contacts.

Throughout the sales cycle you have to think about how many times your prospect will change hands as they move through your sales pipeline. Choose a CRM software that allows the necessary parties to collaborate.

Lead Generation and Management

The software must have the ability to process converting prospects into potential customers (leads). It must have the basic features like identifying, scoring, and moving leads through the sales pipeline.

Again, most CRM’s are built with this feature. Choose the one that works with your process, or the one that you can customize along the way. 

Email Integration

The CRM software must integrate your email accounts such as Gmail, Outlook, etc. This will allow you to manage and segment your contact lists. This feature might as well be the centralized hub for internal cross-collaboration.

Another thing to consider is how your team mostly communicate. If your team is not used to collaborate in an app, a CRM software with email integration capabilities is the best way to go.

Document Management

Every CRM is built to collect, upload, store, and share documents in a centralized location. The purpose of this feature is to make things easier for everyone involved to access information.

Document management is a great CRM feature, most especially if you have plenty of sales and marketing teams involved in your marketing campaigns and sales funnel. Having a central location for your important documentation, you are putting all your team members on the loop, and can eventually create a smooth, consistent experience for your customers.

Pipeline management

A feature that gives you an overview of your entire sales pipeline, as well as the status and progress of the stages of your funnel and campaigns. 

This will be beneficial to those who have a longer sales funnel. When you have a bird’s-eye view of your whole funnel, it’ll will help you keep prospects from delaying out or falling through the cracks. 

Workflow automation

With a proper CRM, you can automate some of your repetitive tasks through creating workflows that works around your business process. This will help ease the burdens off your sales and marketing teams, so that they can focus more on your sale products and campaigns. 

Reporting/analytics

Having a summary of your sales figures or sales rep performance is a must-have for your company. Every CRM is built with different types of reporting and analysis algorithm, but choose the one that resonates with your process and makes sense to you. 

Forecasting

Wouldn’t it be great to have insights for future sales figures or what would be the projected revenue based on past and present data/trends? Well, a CRM can do that for you. CRM is built with forecasting algorithms that works for you and your team. Allowing you to be a step ahead of trends and changes.

Why you should Choose Saphyte

Saphyte CRM can streamline your corporate and marketing activities, and integrate them into one powerful platform. The system helps you manage your customer data, conduct marketing tactics and strategies, and identify opportunities for the long haul. 

Here are some of the prominent features of Saphyte.

Customizable Dashboard

Saphyte is built with customizable dashboards. These Dashboards has a drag-and-drop functionality that moves widgets around and allows you to have a one-page overview of all the information you need regarding your client, sales, marketing, and support management. 

Scalability and Flexibility for your Business Growth

Saphyte is built to allow customizations in accordance to your needs. You can add modules, tools, or custom processes to the CRM without the extra cost. Saphyte’s monthly fees comes with an inclusive demo, a month of free trial and a 24/7 customer service. 

This way, the system can grow along with your business and can be tailored according to your business processes. All without spending too much. Saphyte adapts to you; you do not adapt to Saphyte.

Contact Management, Sales and Marketing Rolled into One

With Saphyte, you can effectively and efficiently manage your contacts database. Within this Client Management tab, you can automate your processes, organize your data, manage your tasks, generate your reports, and categorize customer information according to your categories or your process. 

There are also plenty of tools your sales and marketing team can enjoy. From campaign management, social media integration, email marketing, identity verification, lead scoring, product catalog and more.   

The system also has integrations for emails, so you won’t have to switch from your CRM to your email client. All you have to do is integrate them into the system. You no longer have to worry about customer’s service and replying late to your customers because you’ll be in one place. 

Conclusion

When picking for the right B2B CRM software, choose the one that grows and scales with your business. Change is a constant figure in this world, and change can be expensive. That is why it is imperative to choose the software that grows with your business – constantly. 

Start it now by choosing Saphyte. You can contact us for a free demo or you can start your free trial today.