CRM and Sales Management: Tools for Businesses

Saphyte Team

4 min read

Updated: September 30th, 2020

There are many tools that managers and owners can use to improve their productivity. Like any other tool, business tools are supposed to make it easier for the ones using them to run the work processes needed to achieve business growth. The problem is that not many people are familiar with the tools available on the market.

In this article, you will be guided to discovering tools and features that you can use to make your business life easier. This article will then be narrowed down to extensively explore sales management and how you can use CRM software to improve your sales productivity.

But before that, let us first define the words that this article will be focused on, especially those unfamiliar with them:

1. CRM

Customer Relationship Management (CRM) is an approach to managing potential and existing customer relationships with the goal of improving customer retention and boosting sales. To implement CRM with ease, CRM tools have been developed for businesses. These tools primarily collect customer information for this area of discipline.

2. CRM Software

CRM software is what is developed by software programmers to enhance the sales and marketing processes of a business, among others. The goal of CRM software is to make it easy for its users to manage customer relationships by having a smart design, tools that users can use, and automation.

3. Sales Management

Sales management is an area in business that focuses on applying techniques and strategies to improve the sale of products and services and resulting profit.

CRM and Sales Management: Modern Tools for Modern Businesses

CRM use has dramatically increased lately. The software has been adopted by many businesses to carry out their marketing strategy. They are often used to collect their target leads’ contact information and put them all into the system, where they will become part of the sales pipeline– a set of phases in a buyer’s journey that leads (potential customers) go through to become full, paying customers. 

When certain conditions are met, the company’s sales team can then use the system (for contact management or lead scoring) to make phone calls. This furthers the engagement of the business with the target lead or prospect, which is designed to trigger a purchase behavior. After a purchase is done, the prospect is now considered a customer. The CRM software is then used to promote customer interaction and establish loyalty.

This sales process can arguably be done using traditional methods such as pen and paper, or a bit more advanced ones like an online spreadsheet. But CRMs are designed to cut the manual work and lessen the workload for sales teams. They are developed to automate tasks such as data gathering so that sales teams do not have to manually input this data into the spreadsheet. 

Good CRMs often have a feature that automatically inputs the data of target customers into its system after they fill out a form (on a website or on social media). But for target customers to be actually interested in filling out your forms and performing other desired actions, your marketing strategy needs to be optimized. 

Its content must be tailored to fit the needs and preferences of the target market and it needs to be crafted in a way that the target customer could not resist clicking on your CTA buttons. This makes it easier for your sales and marketing teams to generate leads and convert them into loyal customers.

Sales Features of Saphyte

Saphyte is a sales management software created by Loyica. The team behind its development recognizes that sales are the lifeblood of every business. 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 is created to have sales features that ensure that businesses can improve their workflow, secure deals, and improve 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.

• Email marketing – this tool may be considered as a sales tool in a way that it helps businesses improve their sales by engaging customers and sending them personalized content. The email may contain promotional messages that will trigger a purchase behavior among its readers, resulting in the growth of sales. Saphyte also has tools to help businesses manage their marketing campaigns.

Gathering data from your customers online and recording them over a spreadsheet is one thing. But managing this data: from sorting and organizing to accessing these data for use can be challenging to sales teams over time. The entire process can get repetitive and mentally draining too, which is a modern problem that management ought to address.

To simplify the entire process, the team behind Saphyte designed the system to gather customer data and information with less manual work. It does this by automating workflows (sales force automation and marketing automation) that businesses run on. To further streamline the sales process, Saphyte provides accurate forecasts to help its user make informed, strategic decisions, without the need to make manual calculations.

With proper use, this sales management software can boost the effectiveness of a business’s sales techniques and speed up its operations, resulting in an improved sale of products and services and thus, increased profit.

This has been supported by studies such as those conducted by Temkin Group. They found out that companies that invest in CX and earn US$1 billion annually can expect to earn an additional US$700 million within three years. Big brands such as McDonald’s are also jumping on the bandwagon. By investing in digital platforms, they are able to personalize the digital customer experience and use data to gain a competitive advantage.

For Saphyte, the roadmap to growth for their small and medium-sized partner businesses lies in enhancing the sales experience for both customers and sales representatives.

When a sales representative has all the tools and data available to serve the unique needs of the customer, it makes it easier for the representative to choose and implement the best workflow fit for the customer. This helps businesses achieve customer satisfaction.

Saphyte for SMEs and Startups

Saphyte is a CRM solution that helps sales teams streamline all of their corporate activities and integrate them into one powerful platform. It has sales and marketing tools designed to improve business efficiency and productivity. All these have been proven to help businesses improve their customer service, achieve growth, and build long-term customer relationships.

The good news is, Loyica has made Saphyte even more accessible by offering it for free with Saphyte Starter. A small business can start with this one. You can also choose the right plan for your business with the other plans having more functional features included: Saphyte Basic, Saphyte Advanced, and Saphyte Enterprise, all of which you can use depending on your business requirements.

Contact Saphyte to Learn more about the other interesting features that Saphyte has to offer.