Saphyte: Your All-in-One CRM for Your Business Needs

Published on October 7, 2020
4 min read
Sales
Icon Saphyte Team
4 min read
Updated:

Many businesses use technology nowadays to achieve efficiency in their workflows. Technology such as CRM software allows businesses to perform work processes in a short amount of time. Customer relationship management (CRM) softwares are developed to help businesses achieve this, creating an edge over their competitors.

This is why it is important for businesses to ensure that the tools they use fit their requirements. Not every CRM solution is made the same as the others. Although most CRMs are built to allow their users to improve their relationships with their customers, some CRMs are specialized for some industries.

As a result, some CRM solutions dismiss the needs of other industries. That is why when availing of a CRM solution, businesses must consider their requirements and whether the CRM can address their specific need.

Here are the factors that you should consider when choosing a CRM.

What to look for in a CRM

1. Ability to create efficiencies

This is fairly simple. When choosing a technology to improve your business processes, you need to figure out first the operational inefficiencies of your business that makes investing in a CRM a must.

Are you spending too much time gathering the wrong leads? Are leads turning your offers down too soon? Are your sales cycles too long that they’re getting too costly to maintain?

Identifying your business’s inefficiencies allow you to set the basic requirements of your business and test it with the CRMs that you will be integrating into your business.

2. Role-based access and workplace management

With remote work becoming a trend these days, it is important for your CRM to allow for seamless coordination online. A system that allows for workplace management not only helps you communicate effectively with the other departments of your company, but it also ensures that there is no redundant work and unnecessary costs incurred by your business.

Role-based access is a feature that some CRM solutions have that restricts access to some information in the CRM database. This creates a sense of privacy and security for some of the crucial and protected data of your business. This also ensures that your employees can perform their roles optimally with the information they need while restricting access to the data that you deem confidential.

Here you have to ask, can the CRM allow multiple users to share the same data in the database while restricting other data? How many users can access do we need to use the CRM? Is workplace management or task management something that we need?

3. Cloud-based

While on-premise CRMs have advantages of their own, the rising use of cloud-based technologies presents more arguments as to why a cloud-based CRM is a better fit for your business.

Cloud-based CRMs are usually cheaper since they do not require an infrastructure dedicated to storing data to be installed. Maintenance is also often done by the service provider compared to on-premise CRMs which means that companies would not need to have additional IT members dedicated to maintaining it.

In some situations, businesses will have additional requirements that would need upgrades in the CRM. Some service providers are willing to implement the additional features required for a lesser price compared to hiring additional IT technicians to implement these new features. Hence, cloud-based CRMs are often cheaper compared to on-premise CRMs.

4. Free Trial

Most CRM solution providers these days offer a free trial, which allows businesses to evaluate whether the CRM matches their business needs or not. Free trials also let users check for features that could improve their business processes, which allows them to adjust their business models for the better.

CRM companies that offer free trials also tend to give free demonstrations to let users know how to maximize the CRM. This is where businesses can ask questions related to their specific needs?

5. Features

This goes without saying. Businesses that consider using CRMs should be able to have the bare minimum features that have been known to contribute to business growth.

Features like being able to collate data from multiple channels for you to make phone calls, perform emails marketing, or even conduct lead scoring are a must. Options to sales automate your processes for your sales team to focus on what’s important is also something to consider. 

Your CRM should also be able to have basic contact management features like being able to categorize your contacts according to certain categories. Basically, your CRM of choice should be able to organize your contacts and other related data in a manner that is useful for your teams.

Overall, your CRM platform should be able to improve your sales process and shorten your sales cycle. It should be able to let your sales team close more deals fast so you can get reach your target goals and grow your business in a short period of time.

Introducing Saphyte

Saphyte is your all-in-one CRM for your business needs. It has all the needed CRM tools to provide you so you can lead an easy, worry-free business life.

Saphyte is a centralized platform designed for customer relationship management (CRM). It is designed to improve the service quality of any business to increase sales conversion and customer retention. It lets you manage customer information with ease using its management tools and marketing automation options. 

Because it is centralized, you can manage the marketing campaigns that you have launched in multiple channels using only this software. With Saphyte, you can breeze through managing your customer data, use them to personalize your services, and ensure customer satisfaction at the end of the day.

Saphyte has been proven in improving customer experience, converting your potential customers into actual customers. Providing customer support as a small business has never been easier using this CRM software.

What’s with Saphyte?

It is cloud-based. This means that you do not have to set up physical servers in your office. Everything is accessible through cloud servers– whenever and wherever you are.

It is easy to start with. No additional infrastructure is needed for your CRM to work. All you need is a browser and a working internet connection.

It is easy to customize. The system is off-the-shelf and ready to be deployed.

Quickly migrate your data. Start right away! The data you have on your Excel sheets or your other CRM programs can be easily migrated for a quick setup.

Be in the loop. Because of its set-up, your teams are always in the loop, anytime and anywhere. As long as they have the access credentials, they can get the data they need anytime.

Try using our free trial! You are free to check how this system can transform your business, risk-free!

You can also pay according to your business requirements. With Saphyte, you will only pay according to your business needs. It is scalable and it also grows with your business because our experts can add modules, tools, and custom processes– anything your business needs. So we can grow along with your business.

Saphyte has also been considered as the most reliable CRM for small businesses. This system is built with the requirements of growing businesses in mind. Tweak here, tweak there– your growing unique needs won’t be a challenge.

Start with Saphyte now

Try Saphyte now while it waives all the set-up fees, implementation fees, and customer support fees for its new users. You will also only be billed according to usage. Need to know more about Saphyte? Contact us and try Saphyte for free.

October 7, 2020