Saphyte CRM Suite for Retail Businesses

Published on June 7, 2020
3 min read
Icon Saphyte Team
3 min read

Businesses whether large or small understand the importance and advantages of serving customers. With that we rely on CRM systems to get the help we need. Whether in the aspect of customer service, or back office needs.

In the retail industry, there are plenty of things to do. From customer communication, data entry, social media promotion, and to name a few.

Imagine doing all of these tasks manually. Not only will it disrupt your sales process but the turnaround time will be slower. As a part of the retail industry, time isn’t exactly a friend.

To address these issues, again, a business must rely on technology to have all the leg-up and help the business needs. That is why finding a good CRM suite, like Saphyte, is beneficial for your small business or enterprise matters.

How can a Customer Relationship Management (CRM) software help small retailers? Here are some of the benefits of Saphyte’s CRM suite and some of the best CRM features for your retail business and to most sales and marketing teams.

Leads and Contact Management

Remember, customer information is key to better customer relations. 

Effectively manage your potential customers and existing customers through Saphyte’s Lead and Contact Management feature. You can easily organize any contact information by grouping data according to leads, prospects, or clients into custom categories. Not only that you’re organizing data but you’re also storing them in a reliable and secure software. 

Another benefit of an organized contact management is customer satisfaction. The more your customer service teams know the better way they can put a sale.

Sales Management

Phone calls, data entry, sales lead, lead scoring, customer support and daily customer interaction. Those are some of the functions of your sales team. With a great CRM suite, you are giving your sales reps the best tools to become efficient and effective with their jobs.

CRM applications like Saphyte are built with the tools you need to manage your sales and provide customized customer experience.

Your sales reps will know where they are in your sales process using the sales pipeline. They can close deals and promote sales products faster through the Deals Management feature, manage associated companies, and forecast sales to increase your revenue and mitigate any potential losses.

Marketing Campaign Management

The success of your business cycle depends a lot on the success of your marketing campaign. With Saphyte’s CRM tool you can accelerate your marketing strategy and be able to focus on showcasing your products and services. The CRM suite provides all the necessary tools for your campaign management, social media marketing, email marketing, form builders, and more.

Saphyte is also built with email senders and trackers. Through the email senders you can sync different emails to the CRM and select which email address will be the sender to your recipients.

Through the Email tracking feature, you can receive notifications the moment your client opens an email, clicks a link, or downloads an attachment you have sent. This information will enable your staff to follow up with your leads, prospects, and customers in a timely manner.

Saphyte is also built with real time data analytics which will then convert into visual graphs. You will be able to see the status of your marketing campaign. Furthermore, you can adjust your marketing strategies and refining them to become better.

Integrations Built for your Ease

Do you still have to manage emails, social media accounts, send emails manually and have to answer to customers manually? With Saphyte, you no longer have to switch from one window to another just to these tasks.

You can configure your email account such as Outlook, Gmail, and others into your CRM mailbox. Afterwards, you can manage and track your emails from the CRM. 

Another great thing about Saphyte is the CRM suite’s Identity Verification Feature. This will be most beneficial for retail owners because the CRM can help verify the identity of your clients and identify fraudulence in any information through integrations from IDology and GBG.

You no longer have to answer to your customers manually too. All you have to do is integrate a live chat option to the CRM. The CRM tool helps you collect and track all your leads and sales from the live chat, log all customer contact against relevant records, and find all your chat transcripts and data all in one place.  

Workspace and Team Management 

As a small business owner, one of the hectic tasks you have to do is managing your team. With Saphyte you can manage a team by creating users and assigning them to different departments. You can authorize your users with roles to grant them permission or restriction in the system.

You can also customize your user dashboard. Saphyte lets you personalize and design your own dashboard by dragging and dropping widgets that will suit your monitoring preferences. 

Saphyte also understands the essential role of reports. Your business reports allow you to track progress in your business. With Saphyte’s CRM, reporting becomes easy through its Report Wizard. This feature will guide you or your sales reps in creating your own customized report or in creating reports using the predefined templates in the system.

You can also make your leads generation easier through the Form Builders and Custom Fields. The Form Builders allows users to create intelligent web forms. You can drag and drop any of the fields (text fields, multiple-choice, drop-down choices, radio buttons, and more) necessary to capture any type of data.

The Custom Fields, on the other hand, allows the user to create an extensive and detailed database. This will be much useful if there are any fields that are not captured in the system by default. 


Having a reliable CRM tool to help your business is a wise investment to make. Saphyte does not only help you and your business ease your business processes implementation but also leaves room for growth.

Book a demo with us today to learn more about our CRM software. Or visit our website, and test out our system. 

June 7, 2020