This All-in-One CRM Will Enhance Your Business Processes

Saphyte Team

4 min read

Updated: October 26th, 2020

Business tools like CRM are needed these days to enhance the business’s reach and engagement with potential customers (leads) and the existing ones. CRMs are getting used more and more by a lot of companies across industries because they make things easier. 

These CRM systems allow users to gather and organize data in just a few clicks and perform a lot of tasks using the CRM’s features. Some CRMs, however, may not be the right fit for your business. So make sure to use the CRM that fulfills your business requirements and improves your work outputs.

In this article, you will know what features to look for in a CRM and how to maximize your CRM solution.

But let’s explain what a CRM is first. 

What you need to know about CRM 

Customer Relationship Management (CRM) is an approach in business management that focuses on building and growing relationships with customers through constant communication and effective engagement. 

It requires implementing tasks that are observed to improve customer retention and boost sales. When a business focuses on making the relationship more meaningful, its customers are more likely to grow loyal to the brand or business. 

Customers that are managed using CRM tools, according to research, are more likely to choose the CRM user’s business over other businesses. Customer loyalty and retention have also been shown to comprise at least 80% of businesses’ sales revenue. This is why CRM as an approach and software developed for CRM (CRM software) are getting more popular lately.

Implementing CRM as an approach

To implement a CRM strategy in businesses, most companies use systems designed and developed specifically for CRM (CRM systems).

CRM systems are designed and developed by software companies to optimize the sales, marketing, and customer service of a business, among others. A CRM software should be able to make it easy for its users to manage existing and potential customer relationships. 

It attains this by having a smart design— by being developed with features and functions that can shorten the time required to perform certain tasks. Among these features are sales and marketing automation, which performs workflows using the software without a lot of human intervention.

The software should also have a user-friendly interface so that its users can use the said features and adapt to the technology without difficulty.

CRM application

CRM tools collect customer data and information from leads and clients and organize them in a way that lets users obtain actionable insights to make data-driven decisions. CRM tools help in gathering information especially when a business deals with not just hundreds but thousands of leads and customers.

For companies to grow, most of them need to gather as many leads as they can. After creating a set of criteria, they look for “warm leads” among their list or those who fit the criteria. When the lead shows a response of interest, the lead will be considered a “hot lead” and the company will then start cultivating the relationship with them after fitting the company’s criteria.

Statistically, you will only get less than 10% of your leads as paying customers at the end of the sales cycle. That means after contacting 10 leads, one of them is more likely to buy your products or avail of your services at the end of the day — that’s if you’re lucky.

That’s why business owners or managers continue to refine the CRM approach and are looking for ways and techniques to enhance its effect on their businesses.

CRM features to look for

Most CRMs have common features that are expected to be found in a CRM. The reason why they’re common is that they are proven to work and enhance the output of its users, helping them improve their sales and contribute to business growth. When you are looking for a CRM, here are the features that you need to check out:

• Sales Pipeline – a sales pipeline is an important tool that helps sales teams keep track of how well their sales processes work. The sales pipeline is an organized way of illustrating your potential customer’s journey from being a lead to becoming an actual customer. 
  
  A lot of sales teams are burdened with multiple sales prospects, deals, and contact information which could be difficult to track. Thus, having a sales pipeline is important as it prevents you from losing track of what is going on with your sales processes. 
  
  Complex sales cycles and multiple contact information are smoothened out using the Sales Pipeline feature. Here, you can check which among your leads needs your 101% attention so you can successfully turn them into paying customers.

• Multiple, Customizable Dashboards – a dashboard is the first thing you will see when you use your CRM. Here, you can set the analytics that you would like to see at first glance. If it’s customizable, you will have the freedom to personalize the look of your dashboard and choose the data you want to see depending on your needs and preferences. 
  
  Your dashboard should also be easy to customize, like using drag-and-drop widgets so you can change your monitoring preferences by just dragging and dropping the widgets on your customized dashboard. This allows you to have a one-page overview of all the information that you want to know right away—be it your sales, your sales pipeline, your marketing campaigns, or etc . 
  
  Also, it is important that you should be able to create multiple dashboards for different needs (such as for the different teams or departments of your company). Each team or department can have different tasks and goals to accomplish. So, here you can create a Sales dashboard for the Sales team and a Marketing dashboard for the Marketing team. 

• Automation of Tasks – your CRM should be able to automate boring tasks such as the gathering of customer information or automatic sending of emails (emails marketing) based on preferred schedules. A good CRM allows you to mix-and-match automation functions so you can choose specific tasks to automate.
  
  Automation can help you cut costs and improve productivity. Instead of manually sending emails to leads, CRMs eliminate the need to do this and help sales teams channel their energy on more important tasks. Automation thus reduces the need for more manpower and improves manpower productivity.

Saphyte, your all-in-one CRM

If you’re looking for a CRM that has all these features, then Saphyte is for you.

Saphyte is a cloud-based CRM that is made to ensure that your business will achieve maximum efficiency while maintaining flexibility. With the system, you can streamline all your corporate activities and integrate all of them into one powerful centralized platform— also made accessible to anyone in your company.

Saphyte enables seamless coordination between team leaders and members, and across departments– working together to bring in results that help the company grow. Based on our case studies, Saphyte has been proven to improve customer experiences and boost customer satisfaction among our users’ clients.

Providing personalized service is what your business needs so it can directly address your customers’ needs. A good service improves customer retention and increases repeat purchases in the future. Overall, using Saphyte will help increase your sales revenue, which will help your business grow overall — even if you are a small business.

To make it easy for you to adopt the technology, Saphyte waives all the set-up fees, implementation fees, and customer support fees for its new users, so it would prove cost-effective for you. Upgrade your business now by contacting our support team.