This Software is the B2B CRM System You Need

Saphyte Team

3 min read

Updated: August 25th, 2020

Businesses are bound to suffer during the pandemic. Foot traffic has drastically reduced and consumer behavior disrupted by the laws in place. Many businesses have closed their physical stores and some are taking their businesses online. This change in the business environment calls for business managers to decide what to do in the next few months for their business to survive.

Preparing an online store is no easy feat. Business managers have to consider their capacity to accommodate requests online. They also have to prepare a logistical chain plan to source their raw materials and reach their customers, all while considering the disruptions that are taking place. 

Even more important is the business’s computer architecture: can it accommodate thousands of requests a day? Can it launch thousands of marketing emails in just a few seconds? Will it smoothen the workflows of the employees or will it just disrupt the normal work cycle?

This is why CRM software is created to make it easy for businesses to adapt to the new normal. For Saphyte, a B2B CRM system, improving B2B sales is not a problem. In fact, it is built and designed exactly for that.

Saphyte: A B2B CRM System

What exactly is B2B? And what exactly does a B2B CRM system do?

B2B simply means “Business to Business,” a form of transaction that involves two or more businesses, like a manufacturer, a wholesaler, or a retailer, for example, rather than one that involves customers.

A B2B CRM system is a CRM software made for B2B companies. It is concerned with customer relationship management (CRM), an approach that involves empowering the sales team to use the customers’ contact information and any information gathered throughout the sales process to personalize and improve the customer service delivered. 

A CRM tool can also perform marketing automation to launch and track marketing campaigns in real-time. This helps the business determine which campaign to focus on and which ones to stop.

Features of Saphyte for Your B2B Needs

• Contact Management System – Designed to gather information from your potential customers and existing ones, Saphyte’s contact management system allows you to do more in one single platform. It allows you to monitor your leads, score them, email them, and track your performance during the sales cycle. 
• Automation – Saphyte can let you automate your workflows using the system. Set up your triggers and let the software perform your business processes automatically. Here, conditions, schedules, and actions can be set up using the workflow nodes so that your sales reps won’t have to do things manually.
• Third-party integrations – Do more with Saphyte! Integrate payment service providers (PSPs) and Identity Verification technology so you can refine your processes and upgrade your services with your clients.
• Team Management – Set up your team, roles, departments, or even vendors and restrict viewing according to team functions. Saphyte understands the importance of privacy, so let your team members only access the data they are authorized to view.
• Task Management – Add, view, complete, or reschedule your tasks so you can have a 360 degree view of what your team members are doing. You can even export your tasks to a calendar so you can be updated on what is ahead and what is needed to be done. You can also make and edit notes along the way to improve you and your team’s communication flow.

Improving the sales process for B2B Companies

Sales are the lifeblood of every business because, without them, businesses will not be able to run their operations and produce products and render services. Sales, therefore, are essential in the growth of a business.

Saphyte’s sales features ensure that B2B Companies can improve their workflow, securing deals, and improving their sales performance along the way. Here are some of these features:

• Sales Pipeline – this feature lets users track every sales opportunity at every stage of the sales pipeline. B2B companies must be able to have real-time monitoring of what’s going on in their sales pipeline as this will allow them to successfully close deals, make sales, and grow their business. Keep everyone in your company in the loop with saphyte’s Sales Pipeline feature.
• Deals Management – is a feature that enables users to monitor all of their deals. It lets users identify the important ones so they can channel all their energy and resources to the right clients. This is crucial especially to B2B businesses where the deals that are at stake are large and can determine the future of the company.
• Sales Forecasting – this feature automatically calculates the sales forecast and shows users what is in store for their businesses in the future. It also lets users get full control over their sales processes all the time.

CRM Solution during the pandemic

CRMs are now widely used to improve the performance of a business. It generally does this by using unique customer information to improve its customer service through personalization. When a service is personalized, it tends to be direct and straightforward. This cuts off unnecessary waiting times which customers tend to be aversive of. 

This is extremely important in an environment where your competitors are moving online to sell their products and render their services. To gain an edge, you must be able to personalize your services as it improves customer satisfaction, which encourages customers to go back. 

Saphyte also promotes customer retention, where your existing customers will choose to stay and won’t choose your competitors over you.

CRMs are a must-have for businesses these days. With it, a small business, for example, will no longer need to hire employees to perform tasks that the CRM can be configured to automate. CRM systems can also help businesses gather customer data so they stay responsive to their market environment, a feature that is extremely needed in the “new normal.”

Conclusion

CRMs like Saphyte allows users to be adaptable– willing to morph into a brand that can serve their customers better. CRMs can also provide users analytics in real-time, which lets them have a 360-degree control over their business. This helps them mitigate risks and losses, which helps them survive even in the worst conditions.

To have more grasp on how a CRM can help you, look for a product that has a free trial. The experience allows you to determine what you want in a CRM and check it with the product you are using. This also lets you compare whether a CRM product is an actual necessity or not.

It is important for businesses to undergo a digital transformation to respond better to modern consumers’ needs. By using a sales CRM, your sales reps will be able to enjoy more space for productive activities. With Saphyte, less work can mean better results.

Remember to look for a good CRM that can automate your manual sales processes like Saphyte. Have control over your marketing campaigns so you can get better results. With Saphyte’s third-party integration, you can also enjoy a wide variety of services so you can provide better value to your customers.