Saphyte: CRM for Retail Stores

Saphyte Team

4 min read

Updated: October 1st, 2020

Keeping track of everything that goes in and out of your business is hard. You can use a pen and paper for that, or even an online spreadsheet. But sometimes, when data gets so messed up and it becomes difficult to put everything into order, a pen and paper just won’t do.

That’s why Saphyte created a revolutionary technology designed to help you organize your business data so you can make wise, strategic decisions. With Saphyte, gathering customer information will no longer be as long and tedious as it was before. With its smart automation technology, sending forms for customers to fill out can be as easy as 1-2-3.

Let’s discuss how Saphyte can help you upgrade your retail store(s). This CRM for retail stores is a cloud-based software that aims to provide tools for customer relationship management, email marketing, lead generation, sales intelligence, and third-party integrations to small to medium businesses and startups across industries and sectors, especially in retail, financial, real estate, banking, and insurance industries.

What is CRM

But if you’re unfamiliar with CRM in general, here’s what it is: Customer Relationship Management (CRM) is an approach to managing potential and existing customer relationships with the goal of improving customer retention and boosting sales. And to do CRM with ease, we have developed a software with tools and features that specializes in achieving the goals of CRM.

A CRM software is primarily used as a contact management tool and is deemed necessary to smoothen the sales process and close deals fast. It can include sales force automation functions and other features that can help a small business, particularly a retail business, grow.

CRM Tools (CRM Features)

The tools and features of a typical CRM include options to make phone calls to potential and potential customers using a centralized platform, scheduled email functions, lead scoring, and features to manage customers’ contact information. 

If you’re asking how these are all relevant to the retail industry, retail relies on a steady customer base. It grows when the customers are loyal and when they make repeat purchases over and over again. You can only ensure that this happens when you know when they are more likely to make a purchase and what product or service is more likely to suit their needs. All of these have got to do with information – yes, data, which makes a billion if not trillion-dollar industry these days.

The more you and your sales team know about your customers, the more likely you will serve them better (improved customer service) compared to your competitors. This will then help set you apart from them – which helps establish brand loyalty and, again, encourage repeat customers.

CRMs can also help you engage leads and customers on multiple channels using a centralized software. You can promote your business on social media, via email, or even using traditional marketing (such as making a phone call) and communicate with your customers there. 

Improving the experience for sales reps and customers

At the heart of every successful business is customer satisfaction. When a customer is happy with a company’s products and services, the said customer is more likely to purchase again in the future. Hence, the roadmap to growth for small and medium-sized businesses lies in enhancing the sales experience for both customers and sales representatives.

That “sales experience” is a next-level concept founded on the theories of customer experience (CX). It is concerned with improving not just the experience of the customers during the sales process but also of the sales representatives. In effect, sales representatives become better equipped with the knowledge to personalize their service with each customer, thereby improving customer satisfaction, and consequently, customer retention.

By investing in a digital platform, you are able to personalize the digital customer experience and use data to gain a competitive advantage. Customers are more likely to purchase from your business in the future if they feel that their needs and preferences are being catered to perfectly. It’s, therefore, necessary to ensure a smooth customer experience so we can increase retention, despite ongoing market disruptions. 

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 you achieve customer satisfaction.

McKinsey reported that when businesses focus on the customer, along with improvements in IT and operations, they can generate a 20 to 30% uplift in customer satisfaction, 10 to 20% uplift in employee satisfaction, and economic gains ranging from 20 to 50 percent of the cost base addressed in the various journeys.

Retail during the pandemic

Adopting the right technology is as important as choosing the right people to run the business. Hence, the technology that you choose to integrate into your business should be able to adapt to your environment.

One of the biggest challenges in the retail industry is the ongoing demand for something new, modern, and relevant – which pushes retail companies to innovate and improve their products and services – improving their reach and ensuring that their customers’ needs are served. Those who refuse to rise up to the challenge are easily left behind.

Add the challenges brought about by the pandemic and it’s easy to get left out and be forgotten. Thus, the need to provide value such as personalization and constant communication. When you are able to deliver the right message at the right time, you may be able to trigger a purchase behavior and encourage repeat purchases in the future. Sales in the retail industry, just like in any other industry, is essential. It is the lifeblood of the company.

According to McKinsey, with the increase in online traffic as an emerging trend, what will define the customer experience in the post-pandemic era are digital excellence, safe and contactless engagement, and dynamic customer insights.

Introducing Saphyte for Retail Businesses

Saphyte is a system designed for sales and marketing teams. It automates tasks and streamlines operations in a centralized platform.

Explore the features of Saphyte useful for retail companies:

1. Bulk Emails – is a feature that allows users to send emails en masse. While your ordinary email app can do this by typing in multiple email addresses, CRMs cut this process by allowing you to manually click on target clients in the system. You can also expedite the process by sorting and filtering them into groups such as their companies or their company roles, etc. so you can send emails to multiple target recipients at once.

2. Custom Email Templates – is a feature that allows users to email prepared messages for specific use cases such as welcoming a customer onboard, thanking a customer for making a purchase, or billing a customer. 

This eliminates the manual work of crafting individual messages for individual clients. These email templates can also be edited to make the email more responsive to the context and personalize it (like including the recipient’s name and other details) to give the email more warmth and a sense of personal touch.

3. Scheduled Email Sender – is a feature that allows users to schedule the sending of email. This is a very useful function when it comes to email marketing. By scheduling your emails (plus the use of bulk emails), your recipients are constantly reminded that your business exists and it can serve them anytime.

The automated email boosts your brand awareness strategy which can also increase your sales. Overall, the scheduled email sender is a necessary functionality since it also eliminates the work of sending emails on schedule manually, giving the sales and marketing teams more breathing rooms for productive activities.

4. Workflow Automation – is a feature that allows users to automate their workflows, reducing the need to hire more employees to perform perfunctory functions. Workflow automation is a unique CRM function since not all CRMs are designed to do this. 

A good CRM must be flexible enough to let you automate a lot of your work processes. This includes gathering leads from various channels, sorting those leads in the system, and engaging those leads through email. It is also important for the CRM to allow its user to set conditions so that the CRM solution will only contact leads that fit the target customer profile.

Explore more of Saphyte’s features and discover how this software can revolutionize your business. Contact our experts at Saphyte now.