How a CRM Suite can Help you Grow Your Financial Business

Saphyte Team

3 min read

Updated: June 18th, 2020

How can you grow your financial services business?

Like most businesses, the financial sector relies on the client relationship to stay competitive in the market. The finance business is a people-driven business. With that fact comes a ream, or reams, of personal and financial data that must be kept secure.

This is where a customer relationship management (CRM) tool comes in. A CRM software is an important tool for financial advisors. Most especially to those who are involved in insurance, portfolio planning, and other areas, to manage data and contact information.

Manually doing data entry can lead to client data risks and would take too much time. This might also overwhelm your sales staff or leave your representatives with inaccurate customer information. Thus, will lead to more failures in the future.

A CRM suite like Saphyte can help you with that. Here are the reasons why Saphyte’s CRM features can help you grow your financial services business.

MANAGE CLIENT DATA

Contact management is more than just contact information of your existing customers or your potential customers. It also includes important multiple contact points your sales team or financial advisors need to interact with their leads. Contact points like office and cellular phone, and demographic data, like age or gender.

With Saphyte’s CRM tool, you are equipping your team to have a customized and personalized customer interaction, whether through phone calls or email exchanges.

The Client Management feature of Saphyte allows you and your team to effectively and efficiently manage your contacts database. You can also automate your processes, organize your data, manage your tasks, generate your reports, and more valuable features to enjoy.

In addition, Saphyte is built with a Duplicate sensitive feature. The software itself is sensitive about duplicate entries and is built to only allow one unique data per client. Should there be any duplicates, the system easily recognizes this and prompts you an action to either merge or replace client information.

CONNECT SALES AND DEALS

Winning a client is as similar to closing a sale or a deal. With a proper CRM, you can now streamline your tasks for your sales and marketing teams. With Saphyte’s Sales Management and Marketing features you can effectively do just that.

 With the Sales Management feature, your team will have the tools they need to manage your sales. They will know where they are in your business process using the visual sales pipeline. They can close deals faster through the Deals Management and manage your associated company.

In addition to that, Saphyte’s sales forecasting is essential to the increase of your revenue and can help you mitigate any potential losses. 

Furthermore, Saphyte has added a hierarchy feature that would greatly benefit you and your team. This will allow your advisors or team leaders to effectively manage your clients or prospects.

Team leaders can assign deals and leads to their teammates. In return, team members can enjoy a more personalized and focused customer interaction. No overlapping and no redundancy. Only efficiency and effectiveness.

MARKETING

Whether you’re in a financial services sector, you need to market your product for your customers to notice you. Also, marketing plays a big part in every business cycle. You can now accelerate your marketing strategy with Saphyte.

You will have all the necessary tools for your campaign management, social media marketing, email marketing, form builders, and more.

Saphyte’s Campaign Management feature is built with real-time statistics of the parameters you set for your ongoing marketing campaigns like the number of clicks, emails, opened emails, leads, deals, and more.

In addition, you can integrate your social media accounts within the CRM software. This feature will allow you to track the progress of your social media campaigns directly from your CRM and easily add your leads to the system.

Do you want to increase your lead conversion rate fast? Do it with Saphyte’s Email Marketing tool. The system comes in with email design templates, bulk emails, workflows, and a scheduler. With these features, you can increase your lead conversion rate fast and get the word about your business out there.

Do you want to organize your sale products and put them into one document? Saphyte is built with a Product Catalog Management feature that allows you to consolidate all your products in one catalog. You can easily categorize, organize, and standardize all your product information across all sales channels through this feature.

Are you having a hard time tracking email activities? Saphyte has an email tracking feature that sends you a notification whenever a client opens an email, clicks a link, or download an attachment you have sent. With this feature, you are giving your team an opportunity to follow up with your leads, prospects, and customers in a timely manner.

OTHER FEATURES TO ENJOY

Saphyte is designed to be flexible and scalable to your business needs. Saphyte is made to help you grow from a small business to an enterprise. The system is designed to grow along with your business and can be tailored according to your sales process or business processes.

On the side note, Saphyte has a multiple dashboard feature which you can customize in accordance to the information you want to see. You can get a one-page overview of all the information you want to know regarding your client, sales, marketing, and support management.

CONCLUSION

Saphyte is built to make everything convenient for your financial service business. In addition, you can harness the software to realize the full potential of your business without costing an arm and a leg. Saphyte does not require users for a set-up fee and our monthly fees are affordable for businesses.

Build your financial service business with Saphyte today by signing up for a free trial. Or you can book a free demo with our experts at your convenient hour.