Saphyte CRM Platform for Effective Marketing Teams

Saphyte Team

5 min read

Updated: September 7th, 2020

Marketing plays an important role in businesses. That is why it is important for business owners to give equal attention to their marketing team, as much as they give priority to their sales team.

Your marketing team helps you understand your customers, helps establish trust and loyalty among your customers and enhances your brand value. These are key factors that determine the success or failure of your business. 

Your marketing team is also the key to create and maintain customer demands, relevance, reputation, and competition, etc. Without them, your business will more likely struggle in terms of achieving sales goals.

The Importance of your Marketing Team

There are plenty of reasons why your marketing team is important. Here are some of them.

1.   Your marketing team engages with your customers.

2.  They help you build and maintain your business’s reputation.

3.   They help you build relationships between your business and your customers.

4.   They act as your communication channel to inform your customers.

5.   They help enhance the performance of your sales team.

Why your marketing team needs a proper CRM platform

In order for your marketing team to function effectively and efficiently, they need to collect important customer data and contact information.

Handling your customer data the traditional way just won’t cut it. There’s the risk of losing files, duplication, and decentralized information. Pushing through this risk may work for a while but as your business progresses, you will need a more reliable and more stable tool to help you on a daily basis.

This is where a CRM comes into the picture. Customer relationship management (CRM) tools are the perfect partners for your marketing teams.

A CRM system like that of Saphyte can be of great benefit for your business. These tools are the perfect place to keep your important business data relating to lead information, client information and activity, lead behavior, sales funnel activities, MQLs and SQLs, and more. 

A CRM software gives you the cohesiveness your marketing team needs by centralizing your data repository and allowing your marketing team to track and utilize information and metrics. By creating a cohesive, centralized and single “source of truth”, you are opening communications between your teams. When communication lines are open, your team will become more data-driven which further revolutionizes your company’s approach towards your customers.

Furthermore, a CRM solution allows you to allot time to more important matters like understanding your target audience, creating personalized email marketing content, and running segmented marketing campaigns.

The more organized your data and your business processes are, the more deals you close. That is why it is important to have a reliable CRM with you.

Why you should consider choosing Saphyte CRM

Not all CRMs are created equally. Saphyte, for example, has plenty of notable CRM features that can help you and your marketing team propel forward.

Saphyte is a cloud-based CRM that streamlines your corporate activities, specifically, your sales and marketing activities. The system has built-in sales and marketing tools designed to improve your business processes.

Saphyte’s built-in tools help you manage your customer data, conduct marketing campaigns, and identify sales and marketing opportunities for the long haul. The CRM software is also built to cater to any type of business sector due to its flexibility and scalability.

Some notable marketing features of Saphyte:

Categorization, Status, and Updates

Bid goodbye to manual segmentation. With Saphyte, contact management is made easy. You can organize your information by grouping your leads, prospects, or clients into custom categories. You can also set a status and substatus for each category. Furthermore, you can also customize the statuses depending on your business process.

This is great most especially when your marketing team is dealing with contact data and information everyday. Furthermore, putting your contacts into segments also allows you to personalize your interaction with certain customers.

My Diary

My Diary is a task management tool built into Saphyte’s system. Making sure that you won’t miss any of those important dates. You can add a task for your entities. You can either schedule a call, add a reminder, or set a meeting and set the time and date and notification.

Sales Pipeline

Sales pipeline is also important for marketing teams. In fact, 25-30% of the total sales pipeline is from the marketing team, where new customers come in. A sales pipeline is not only exclusive for your sales team, your marketing team should also have a say too.

With Saphyte’s sales pipeline you can set up the stages of your sales tailored to your business processes, and track and monitor the progress of your deals without breaking a single sweat.

Sales Forecasting

The best way for your marketing team to prepare for the future of your business is to have the ability to forecast what’s up ahead. Saphyte’s Sales Forecast is an essential tool to estimate future sales. This allows you and your team to avoid any business pitfalls or react poorly in the future.

Saphyte’s system provides you with accurate and realistic forecasting that can help you make intelligent business decisions. The more your decisions become data-driven, the better the results will be in the future.

Campaign Management

In order to create a remarkable campaign, your marketing team needs the best tools. With Saphyte, you can fulfill successful selling and brand communication through the system’s Campaign Management tool.

This tool allows you to measure the effectiveness of your marketing efforts directed at your target audience. Saphyte’s Campaign Management provides you with real-time statistics of the parameters you set for your ongoing campaigns (number of clicks, emails, opened emails, leads, deals, and more).

Social Media Integration

You can now mobilize and drive your marketing efforts by integrating your social media platforms into Saphyte’s system. You can also track the progress of your social media campaigns directly from the CRM and easily add your leads to the system using this integration.

Email Marketing

Increase your lead conversion rate fast with Saphyte’s Email Marketing feature. The CRM system allows you to approach your email campaign strategically by using email design templates built into the system, bulk emails, workflows, scheduler, email tracking, and more.

Bulk Email

Ramp up your efficiency in sending emails to your clients with Saphyte’s Bulk Emails. You no longer have to send email individually to your clients because Saphyte allows you to send a single email to thousands of recipients from your segmented client database all at once at a specified time.

Product Catalog

Saphyte’s Product Catalog Management consolidates all your products into one catalog. You can now categorize, organize, and standardize all your product information across all sales channels through this feature.

This tool will be advantageous for your team as it sets your customers’ expectations and it makes sure that they will receive rich and consistent information about your products.

Email Tracking

Letting your team know what happened to the emails they’ve sent to your clients will help them better understand and improve the content they should send out. With Saphyte, you can get notifications the moment your client opens an email, clicks a link, or downloads an attachment you have sent.

With this information, you are opening plenty of opportunities for your staff to follow up with your leads, prospects, and customers in a timely manner.

Email Template

Clients or prospects don’t read boring emails. With Saphyte, you can make your emails look professional and official through the use of Email Templates.

The system allows you to create your own email design and layout and save it as a template. So, whenever you want to send an email, you don’t have to create a design from scratch and do it all over again. This will spare your team plenty of time which helps you allocate more energy and time to more important and pressing matters.

Form Builder

Saphyte’s Form Builder helps you create intelligent web forms. This tool has a variety of form fields such as text fields, multiple-choice, drop-down choices, and radio buttons that are useful for capturing any type of data. This will help your team with their lead generation campaigns.

To top it all up, the drag and drop functionality of the Form Builder enhances user experience, thus allowing you to layout your forms with ease.

Custom Field

Saphyte’s system won’t let you miss out on any information. You can now create an extensive and detailed database using the Custom Fields feature. Custom Fields are extremely useful to capture any relevant information from your clients that were not captured in the system by default.

Reporting

Reports and insights are essential for every business. This allows your marketing team to study the progress of each and every business activity or marketing campaign.

With Saphyte, reporting becomes easy with its Report Wizard feature. The system will guide you in creating your own customized report or in creating reports using the templates available in the system.

Customizable Dashboard

Having access to insights and numbers are important. With Saphyte, you can customize your own dashboards and set up the analytics you would like to see at first glance. Saphyte also lets you personalize and design your own dashboard by drag-and-dropping widgets that will suit your business’s monitoring preferences.

Task and Marketing Automation

You can now reduce most of your manual processes by automating your marketing activities. Saphyte is built with intelligent workflows that automate your tasks from managing your contacts, sending emails, and distributing workload, among others.

User-friendly

Using Saphyte does not require rocket science. The system requires little to no training at all to navigate and manage the CRM platform. From the system’s interface, visuals, set-up, keywords, and terminologies – everything is made simple and straightforward, so anyone can use it.

Saphyte adapts to you

As they say, it takes two to tango. Saphyte’s system is built to adapt to every business’s needs. Users can customize the system to suit your company requirements and policies. Users can also choose to hide or show specific data, modules, roles, and many more.

Conclusion

If you aim to be the game changer in your sector, it is essential to have the best tools by your side. Choose Saphyte to revolutionize your marketing campaigns.

On top of the features stated above, Saphyte has a pay-as-you-go monthly subscription model that makes it easy for startups to use the system. No set-up fees, no hidden or extra charges, and inclusive of a free demo and product training. The customer service is also available 24/7.

Whether you’re a small business or an enterprise, Saphyte is the ideal CRM platform for you and your marketing team. Call us now to book a free demo and start your free trial today.