client management

7 Tips to Stay Productive While Working at Home

2 min read

Staying productive has never been so great a challenge to many employees these days. Read on to find out how to bring your ‘A’ game at home.

It’s a challenge to many employees who have remote work arrangements to stay productive. It can be hard to juggle the daily demands of family, chores, and work. There are too many distractions, and it can get easy to get burnout and have reduced productivity. But fret not, here are seven tips to keep you going and bring your ‘A’ game even while at home.

1. Stay on Schedule

Working on nothing but free time can be tempting. But establishing a clear schedule can prove helpful not only to work-at-home employees, but also to their families. Find out which schedule works best for “family time” and which one works best for, well, work.

Remember, when setting a schedule, balance is key. And once your schedule has been jotted down, stick to it. It helps you establish a routine, which makes the transitions in between your responsibilities smooth and easy.

2. Have a designated workspace

Having a specific space for your home office helps you focus on work. It helps you personalize your desk to boost your productivity and get rid of the distractions at home. And studies support this. 

Add plants that require less maintenance to “green up” your office. This can reduce stress too. And avoid working in your bedroom— you don’t want to associate work with sleep and vice versa, as this can destroy the work-life balance that work-at-home employees struggle to achieve.

3. Wake up early

While this may be a luxury to some, it’s important to wake up early to get a faster accumulation of adenosine and help you sleep faster at night. Waking up early has also been observed to contribute to better mood, immune system, and basic brain functions.

4. Take breaks, go outside

It’s easy to get tempted to be immersed into work and other family duties just to get things done asap. But taking breaks and going outside (if permitted) can help you in the long haul.

Short breaks have been observed to help increase mental clarity and overall productivity to many employees— even those working at home. Going outside, enjoying a walk, or even appreciating nature can also give you benefits, physically and mentally.

5. Keep your gadget use in check

Distractions can take many forms but gadgets perhaps belong to the top of the list. It’s easy to form a habit of checking your phone to see who’s liking your post on social media or browsing videos to keep you entertained. But these can delay you from getting work done.

Keep your gadget use in check. If possible, remove all social media platforms from your work computer and log out of all your social media accounts. Putting your phone in the bedroom can also help while you’re at work.

6. Listen to music

Have a playlist dedicated for work. This helps you associate the playlist with work which not only helps improve your productivity, but also keeps you happy and entertained. But remember to only add music that helps you get in the groove and not those distracting ones.

7. Use tools built for collaboration

Communication is essential in work— especially when everybody is working at home. Tools like CRMs are built for collaboration. They help bridge distances and keep everyone, wherever they are, on the same page. They also reduce the need for employees to switch between platforms to get tasks done.

CRMs are also often built with features that automate manual, repetitive tasks which can bore employees and affect their productivity.

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5 Small Ways to Empower Your Team to Boost Their Productivity

2 min read

Experts agree that these are five simple, genuine things you can do to empower your team and boost their productivity.

Companies around the world look for ways to ensure their employees are working optimally and deliver results. Loss hours and productivity are a universal problem, especially in the business world.

In fact, according to a survey, around 75% of employers estimate that more than two hours of work are lost every day due to inefficiency. But with the way the work environment is rapidly changing these days, what can leaders do to empower their teams and help them grow and thrive?

5 Simple Ways To Empower Your Team

1. Listen

The first thing that business leaders need to do is to listen intently to what their employees are saying— especially during the pandemic. Many employees experience more inconvenience than ever. Some are affected mentally and emotionally. The last thing leaders should do is to push employees harder during the most stressful times.

Getting feedback from your employees would also work in your favor. It helps you determine the things that need to change to facilitate a better system. It also helps you establish trust among employees, which helps push them to perform to the best of their ability.

2. Define roles and provide spaces

Giving employees the space they need have been proven to empower them. Allow the employee to make his or her own decisions within set boundaries. Set attainable goals.  And communicate the priorities and expectations set on their roles.

Avoiding micromanagement allows leaders to focus on more important management issues. It also lets employees to work on their roles, without the need to consult leaders on many small and irrelevant issues.

3. Facilitate team-building exercises

One of the most challenging parts of working during the pandemic is that teams are unable to see each other physically— and bond emotionally.

Team-building exercises help bridge the gap created by the pandemic between teams. It helps them get along with each other, know each other more, and identify each other’s strengths and weaknesses.

Fun non-work-related activities make the workplace a happier one. And it doesn’t take a genius to know that happy workplaces boost productivity among employees.

4. Provide growth plans

Set goals not only for the company’s benefit but also for the employees. Make your team feel that working for you won’t make them stagnant, that there’s room for growth.

Remind employees that what they’re doing now will redound to their benefit in the future. Praise effort and encourage people to learn and grow. Reward loyalty.

5. Provide tools that eliminate manual effort

Working doesn’t have to be boring and monotonous. It can feel fulfilling and meaningful. To make this happen, using tools that automate tasks is the simplest thing to do.

Some tools can do things automatically for you like gather your customers’ information, send emails to target audiences, or even sort your leads for you so you’ll know who to prioritize first.

This is the biggest favor you can do to your employees and it’s also one of the simplest ways to boost their productivity.

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What is Buyer’s Remorse and How Can Companies Prevent This?

2 min read

Companies should watch out for buyer’s remorse and exert all efforts to prevent it. Ignoring it can spell disaster.

Have you every bought a product that made you instantly regret buying it? Or have you ever experienced bad service from a business that stopped you from buying from them again? Whatever you’re feeling is normal. That’s called buyers remorse and it typically happens across the buying process. The challenge for many businesses is to keep communication lines open to prevent this from happening and encourage customers to get over the “remorse” and purchase again from the business.

What is Buyer’s Remorse?

Buyer’s remorse is the feeling of regret after a purchase. This leads to a buyer wanting to immediately request for a refund or return a purchase or both.

Companies should aim to prevent buyer’s remorse from happening. And they can do this by providing quality products and exceptional service. However, sometimes businesses can’t match customer expectations, leading to a buyer’s remorse.

That’s why businesses should be mindful of these steps to prevent it from happening— and from losing sales and discouraging other customers from buying from you after reading negative reviews:

Steps to Prevent Buyer’s Remorse

Ensure quality in product and service

The first step to ensure customers won’t feel regret after buying from you is to, well, ensure they won’t have something to regret to begin with.

Most customers get dissatisfied when getting a bad product or a bad service, as they should be. To ensure this won’t happen, companies are encouraged to regularly conduct quality checks for their products and services.

Communicate effectively to manage customer expectations

One of the major sources of buyer’s remorse is when customer expectations are not managed well. This may happen because of misleading advertisements, or in general, bad communication.

To ensure customer expectations are met, explain to customers (verbally and in writing) what they can expect to receive from you and your company after making a purchase. Provide as many details as possible. And be honest when sharing reviews from other customers.

Encourage customers to purchase again through simple follow-ups

Simple follow-ups like a thank you note do a good job managing buyer’s remorse.

Notes like “Thank you for supporting small businesses like ours. Your purchase means a lot to us and everyday we strive to provide you better products and services.” encourages customers to be empathetic and be less harsh in criticizing your business.

Here, you can also leave a contact information for feedback, to allow them to participate in improving your business— which coax them to look forward to doing business with you again.

Manage online customer groups

Online customer groups (like those on social media platforms like Facebook) allow like-minded customers to discuss and share their experiences with your products and services.

Not only will these provide you free media mileage, but it will also provide you with valuable feedback to know your customers’ needs better and how to meet them.

Reward loyalty

Loyal customers should be rewarded for their loyalty. According to many businesses, loyal customers are so valuable that they are responsible for at least 80% of a business’s sales.

When customers know that they are loved and valued by your business, it makes it harder for them to switch to competitors. Additionally, when customer loyalty is constantly rewarded, it lessens the stress and regret associated with purchases, reducing the chances of customers experiencing buyer’s remorse.

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How to Improve Client Relations as a Real Estate Developer

3 min read

Real estate development entails a lot of responsibilities— the most important one is to ensure your client’s welfare. But this can be particularly difficult to do without a proper system. Using a software designed for real estate developers, companies can get the basic tasks done in no time so they can focus on more important ones. This type of software received so much support from the industry that, in fact, the Real Estate Management Software Market is estimated to hit $12.89 Billion by 2025.

But what is a CRM and how can it help real estate developers?

What is a CRM?

Customer relationship management (CRM) is a system or approach to management with the goal of enhancing business relationships with potential customers and existing ones.

This approach is heavily integrated into software called CRM software (or most commonly known as just CRM). This type of software is designed and developed to help users manage client information and perform tasks efficiently to improve customer satisfaction. In the end, the software aims to help users improve business relationships with leads and clients to make them last longer.

Real estate development statistics

The average home value increase in price per year by about around 3.5% to 3.8%.

In the US alone in 2018, real estate development contributed more than $2.7 trillion to the country’s economy.

Around 98% of home buyers start their search online.

Buyers search for a new home for three weeks before contacting a real estate agent

Around 73% of homeowners claim that they are more likely to buy from a real estate agent who uses video to sell property

Agents that use technology such as CRM are more than twice as likely to earn higher than those without


There are so many missed opportunities for real estate firms that have failed to adapt digitally.

What CRM do real estate agents use?

Many real estate developers or agents use different types of software. Software providers for real estate developers include:



Zillow Premier Agent CRM


Streak CRM for Real Estate




Wise Agent

It is highly suggested that real estate companies identify their needs first before choosing a CRM software provider. Some CRMs specialize in certain industries. Book a free demo or consultation first to determine whether a CRM of your choice can meet your company’s needs and demands.

How does CRM help real estate developers?

According to Software Advice, around 72% of businesses still use manual methods to manage customer relationships. This can be inefficient and slow, which may turn off prospective customers. How can CRM help change the game for real estate developers?

1. It organizes messy records and documentation

Many companies find it extremely difficult to organize customers’ records and documents— and manually retrieving files can get a bit slow and messy too. A CRM can help create an efficient system for real estate companies. Imagine only typing in a customer’s name and you’ll see all the relevant details related to that customer.

With CRMs’ other features, you can also quickly modify a customer’s data, add files, notes, or documents related to that customer, or quickly include that customer in the automated marketing activities of the company.

While all these can be done manually, using online spreadsheets, for example, CRMs are designed for ease of use, making it easy for sales and marketing teams to perform their tasks and allow them to focus on more important ones.

CRMs make it easy to track customers’ journey, modify customer data, or retrieve them in just a few clicks.
2. It helps real estate agents track their performance

Real estate agents need to monitor their performance to ensure that the business is still earning, but this can be hard when there’s tons of data to work with. And especially hard when the company is unable to record business data well.

What CRMs do is allow companies to automate the generation of insights— how many leads the company is getting, how many deals have been closed for the month, etc. — and display these insights on a customizable dashboard. These dashboards can be accessed by members of the sales or marketing team. They can also be restricted to allow competition among teams.

Dashboards are popular for enhancing team performances.
3. It eliminates manual, boring, and repetitive work

Companies run on work processes— like gathering contact information about leads to engage them and encourage them to make a purchase, thanking them for making their first purchase, or encouraging them to explore other products and services in case they don’t follow through, giving discounts to customers who have recently made a purchase, etc.

Most work processes are designed to improve the company’s sales. But some parts of these processes can get repetitive and boring and demoralizing— which can all be solved by getting a CRM.

With CRMs’ automation features, manual and repetitive work processes can be eliminated. And hours of painstaking work can be effectively reduced into seconds.

Immigration advisory service Vision Consultancy talks about how automation improved the company’s work processes.
4. It helps real estate companies send quotes and invoices the smart way

CRMs provide a centralized platform for all your important tasks so you won’t have to jump between platforms to perform tasks such as sending quotes or invoices. With a CRM, your contact’s history and data can be accessed automatically allowing you to personalize your quotes and invoices according to your preferred design. You can then immediately email this file to your contact.

Many companies have been using smart quotes and invoices for their transactions with clients or customers.
Addressing pain points in the industry

These pain points include:




Lack of System in Place


Automation or Streamlining of Tasks

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How Insurance Companies Speed Up Work with Sales Management CRM

3 min read

The COVID-19 pandemic has caused severe disruption in the insurance industry. But while the technical performance of insurance companies, particularly primary insurers, is unlikely to deteriorate materially, many see digitalization as a key strategy to ensure business continuity.

What does it mean to digitalize? And what is a sales management CRM’s role in all this?

What You Should Know

Insurance companies are expected to experience growth after the pandemic. Capturing leads is necessary to get cash flowin in and reduce the risk for insurance companies in general.

Many challenges that insurance companies experience such as managing records of leads and customers, the surge in customers contacting their insurer, and meeting different needs and expectations can be solved using a sales management CRM.

The CRM market for the insurance industry continues to grow year over year. In 2020, the market was estimated to be worth $12.86 billion.

Industry Stats

In 2019, the global average insurance penetration, an indication of the level of insurance development per country, was around 7.2%. This is expected to increase in the following years and mainly driven by emerging markets.

In 2020, the CRM market for the insurance industry, including banking and financial services, is worth $12.86 billion.

By 2020, most consumers’ preference, when it comes to insurance, shifted from in-person sales to other distribution methods such as phone, mail, and online. The latter, which used to account for only 17% in 2011 in sales, grew to 29% in 2020.

More than 41 million consumers were estimated to have an insurance “needs gap,” which means that these consumers claim that they need life coverage but do not have it.

Challenges in the Insurance Industry

Managing records of leads and customers

Many companies in the insurance industry experience difficulty keeping records of their leads and clients and determining at which stage a particular client is in. This makes it hard for sales teams to personalize their interaction and deliver a service that is relevant to the client’s needs and preferences.

To solve this problem, many companies use Excel or spreadsheets to keep track of their companies’ interactions with their clients. But this can get a little confusing especially when the company is dealing with hundreds of leads and clients.

Managing messy records can give sales teams a serious headache, which is why using sales management CRMs is highly recommended.

Managing lead and customer data can give you a headache when you use only outdated tools such as online spreadsheets

Increase in customers contacting their insurer

Unsurprisingly, an enormous increase in customers contacting their insurer was recorded during the surge of the coronavirus pandemic.

With companies removing their in-person channels as part of their precautionary measures, the volumes of customers going digital puts a pressure on insurers to upgrade their digital channels by first creating an operational online channel and send customers regular updates through email using automation to reserve the phone for urgent calls.

The upgrade is needed to ensure customers are engaged well, improving customer experience which translates into better lead generation performance and customer retention rates.

Drip email marketing reduces the need to exert manual effort everytime teams engage potential and existing customers.

Meeting customer needs and expectations

Each customer has different needs and requirements hence a dry, delayed, and a generic service may lead to dissatisfaction for some customers. This is why insurance companies need to deliver a personalized service— a level of service that takes into account the individual customer’s needs, preferences, and expectations and the previous records of that customer’s engagement with the company.

To successfully meet these requirements, insurance companies are advised to take advantage of automation technologies to regularly send updates to customers to help shape their expectations, all without the need of human intervention.

Automation lets sales and marketing teams enjoy more time doing more productive work, eliminating the boring and mechanical tasks in just a few clicks.

Keeping track of team performance

The multiple heavy tasks involved in running an insurance company can easily make sales and marketing teams forget what they’re doing and lose sight of their objectives.

With multiple, customizable dashboards that provide a glimpse of team and company performance, insurance companies are guaranteed to constantly monitor whether they’re hitting the goal or not.

Dashboards in CRMs let users get a glimpse of data and insights that are relevant to them.

Get leads coming

For insurance companies to manage risks well, more clients are needed to get the money flowing and reduce the risk for all the clients involved.

This is why one of the main challenges for insurance companies is to get leads coming. Automating this task, such as building your landing page to capture website visitors is highly suggested.

Landing pages can automate lead generation by prompting website visitors to fill out a form that the company can use to begin reaching out to them.
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Consultancies migrate to the Smart Solution’s approach

2 min read

Vision Consultancy, an international advisory firm offerring tailored immigration programs to clients in professional and business communities, partnered with Saphyte in an effort to make their business activities more streamlined and efficient. And, when we had a chat with them, they shared their inside thoughts with us. In this blog, Vision Consultancy will be spilling some quality details around their satisfaction with Saphyte’s partnership.

Vision Consultancy reached out to Saphyte with the hopes that they could improve upon certain areas of their business:


Data management  

Easier onboarding

With that, Saphyte was able to support them with their need for automating lead generation, easier data management and recovery, onboarding processes, and many more.

We are happy to share the comments from Mr. Ram Satidasani of Vision Consultancy, and his impression of Saphyte. Here’s what he had to say during our recent chat with him.

Saphyte has helped us improve our data capturing and data security. In our business, we generate a lot of leads and the manual methods of spreadsheets can’t compare to the automated data protection we have now with Saphyte’s ecosystem. It is humanly impossible to manually manage the lead generation part of our business but with Saphyte’s CRM, the process has now been automated, and we have noticed a massive change for the better.

Want to know how our conversation with Mr. Ram Satidasani panned out?

Vision Consultancy is just one of the many satisfied customers of Saphyte. Vision’s goal is to make their business better, profitable, efficient, flexible, and scalable.

With that, they widened their perspective and understanding of CRM and business as a whole. Thus, resulting in dramatic improvements when it comes to document processing, data management and security, as well as automation, all due to their understanding of how Saphyte’s ecosystem works and how the digital features engineered inside the system is able to provide them with better solutions.

In closing, we asked Mr. Ram what piece of advice he would like to give to other business owners facing similar challenges?

To increase the revenue, to increase the sales and in order to improve the services, I would advise people out there to contact Saphyte. We are a happy client. I’m sure that you will see the major change in your business, in your revenues and your services as well. Overall, you will see growth throughout your business.

Saphyte appreciates the trust and confidence Vision Consultancy gave us and continues to work hard to provide better solutions for businesses through smart, streamlined, and scalable features built to grow business from all industries.


2 min read

2020 has been a disruptive year for businesses all over the world. Although the full implications of this year’s events are still far from certain, the economic consequences are already clearly dire. With that, it is vital to know what lies beyond 2020.

If you’re one of the sales leaders contemplating how to react after this, you only need to remember two things: your employees and your customers. Both elements of your business that must be given priority at all times. Even as you manage that reality, you also need to adjust how your organization will sell in the event of new customer habits and trying economic times.

In a lot of ways, customer behavior changes are an acceleration of digital marketing and sales trends that were already in motion before the disruption hit. Experts believe that the world has reached a digital inflection point. This is where B2B sales operations are moving forward and will look different from what they were prior to the pandemic.

With that, it is also perceived that there will be plenty of changes with sales after 2020’s disruption. Here are some of the trends we expect to see in 2021.

A Major Shift in Spending

With the obvious and grim economic signals, it is expected that there’ll be more drastic reductions in your customer’s spending habits. However, there is a sizable number of customers that are more likely to maintain or even increase it, at least for now.

More people are likely to spend on pharma, medical products, technology, and media. On the other hand, people will most likely spend less on travel and global energy. Customers will most likely spend on value and essentials.

For most businesses, this may sound a bit scary. But building customer loyalty can still be an effective strategy for your business. So, continue to optimize your customer loyalty building strategies as they are still helpful and beneficial for you and your business.

Shifting to Digital Means

The importance of digital channels has radically increased since the global pandemic has started. While the shift of digital interactions has been in motion since pre-pandemic times, the expedition is a result of the sudden changes in customer behavior and their spending patterns. This can be challenging for most businesses.

With this shift, it is vital to improve your buyer’s customer experience. If there are things that need adjusting within your sales process and overall business cycle, then the time for the shift is nigh. If not, your business will definitely fall behind.

Improve your self-service options like your websites and social media channels through means of SAAS (Software as a service). Make sure that buyers can find information easily, compare options, make purchases seamlessly, and receive service with less waiting time. Always think like a customer and implement optimised processes accordingly.  

Shift to Remote Selling

This can also mean that there will be a shift in selling, too. From face-to-face selling there will be a shift to digital selling. And it is important for companies to use their digital channels to boost their internal sales and services capability. You can do this by equipping your sales reps with digital tools, train teams to run customer meetings and create digitally-enablement strategies to help your team use new tools and deal with customer queries.

You also need to prioritize your pipeline and provide information to your sales reps. You can do this by hosting dedicated time slots for customer relationship management (CRM) sessions and mine for leads to follow-up on your prospects. Personalize, prioritize, and close your deals with traditional and digital means of selling to your customers.


The world of sales after 2020’s disruption might look like a hurdle that seems unpassable, but it’s a future to look forward to. As you prepare for what’s next, equip yourself with the right digital tool for your business.  With that, you might want to consider Saphyte as your partner.

Saphyte is a cloud-based CRM software built to streamline your corporate and sales activities and integrate them into a single platform. Saphyte is built with Sales and Marketing modules designed to improve your business’s efficiency and effectiveness. The software can help you manage your customer data, conduct marketing tactics and strategies, and identify opportunities for the long haul.

Do more with your sales with Saphyte CRM. Contact us for a free demo or start with your free trial now

Sales Management Software Features Your CRM Should Have

3 min read

Sales management software in the form of Customer Relationship Management (CRM) solutions has gained much importance as they help your sales team become more efficient in increasing your profits and in reducing costs. It does this by eliminating repetitive tasks in your day to day processes while showing you a clear picture of your progress towards your goals.

Recent statistics state that CRM software generates 87% improvement in sales, team productivity by 34%, and 73% improvement in business efficiency. This means that implementing CRM in your business enables you to visualize the accomplishment of your key performance indicators as well as an effective way to boost your sales and productivity.

Indeed, this modern management system has been proven to be beneficial and effective for a lot of different businesses. But this caused many businesses to look for a reliable service provider. To help you with this, we gathered some of the most important features you should check before you subscribe to a certain service provider.

Here are the sales management software features your CRM should have:

Sales Pipeline Builder

Most sales teams are overloaded with potential customers, deals, and customer information which could sometimes be extra difficult to track. This is where the Sales Pipeline does its wonders. The Sales Pipeline is a necessary tool that tracks the sales cycle of your customers. Meaning, it is an organized way of visualizing your customer’s journey from being a lead to becoming an actual paying customer.

It is a set of stages that customers move through as they advance from a lead to a paying customer. And once each stage that you set is completed, the prospect will automatically advance to the next stage. Put simply, the sales pipeline is what defines your customer’s experience. And it also prevents your team from being blind to the progress of your sales process.

Yes, the fact still remains that we can build a Sales Pipeline using traditional methods like Excel and Spreadsheets. But, if your business has a complex sales process that requires extensive contact management, things could highly get out of hand. Thus, for security reasons, it is better to use a CRM that is capable to build a sales pipeline for better efficiency and convenience.

And CRM systems like Saphyte can easily help you build your sales pipeline tailored to your existing business model. Also, it can easily automate tasks and provide you real-time realistic and accurate data to keep you on top of your game.

Team Management

We know for a fact that cloud-based CRM analyzes customer interactions and gathers customer data to improve customer satisfaction. It also empowers your customer support and service teams while they do their respective jobs.

But while your teams are activated and become more effective with their tasks, you will need a management tool that will enable them to solidify their teamwork while doing their own functions. Why? Because nothing beats the element of proper management and solid teamwork in achieving success.

Especially because you will have a constant flow of customer data, marketing campaigns, and other relevant data, going in and out of your sales process daily. And if you don’t have any means to manage your teams properly, they will become disorganized and incoherent. That is why in choosing a CRM provider for your sales management software needs, it needs to have a reliable management system.

Fortunately, systems like Saphyte are equipped with team workspace and integration features so that you don’t need to have other systems just to manage your teams. Instead, you will only need Saphyte to do everything for you. The system can integrate all 3rd party or external applications you need into the system for easier access and better functionality.

Aside from this, Saphyte’s CRM tools enable you to set-up your organizational system into the software. This allows you to designate roles and assign tasks depending on their role in the system. This feature prevents common misunderstandings between teams, inconsistency in data, and lets you save a significant amount of time in handling your business.

Having a proper team management system will result in a productive sales team that has one common goal – to increase sales.

Sales Forecasting

Having the ability to know the future is the dream of many entrepreneurs and business owners. Why? Because it helps their business stay afloat no matter what the future holds. That is why good sales management systems should not only be concerned with current sales processes but should also be concerned with future sales projection. And with the increasing competition in the market, businesses need reliable insights, accurate projections, and contingency plans in order to stay competitive.

Fortunately, you don’t need to go looking for it anywhere because Saphyte CRM is equipped with a Sales Forecasting feature. This feature estimates future sales to help you visualize possibilities that would help you make intelligent and strategic business decisions. The system does that by giving you accurate and realistic forecasting – all to help you prevent future mistakes and avoid any unnecessary business pitfalls.

Aside from this, Saphyte has a Sales Intelligence feature that collates all data related to your client or customer. From basic contact information, queries, and even phone calls, these collated data help your team come up with strategies to improve your sales. It also analyzes all of your past performances and identifies shortcomings to make your business competitive in the market.

More Reasons to Choose Saphyte

All the previously mentioned features and functions of a sales management CRM software can be found in Saphyte. But these sales management features of Saphyte can be used and set with a user-friendly and customizable sales dashboard. This is because Saphyte knows the importance of having a clean and user-friendly dashboard in improving your team’s productivity.

With Saphyte, you have the freedom to customize and personalize the look of your dashboard to match your business brand or to meet your preference. Also, you can set the analytics that you like to see at first glance using a drag and drop functionality. With this, you will have a clear one-page overview of all the data and information that you want to know right away. So, all data about your sales process, email marketing campaigns, customer information, and many more will be displayed on a single page.

Moreover, Saphyte offers these services at a significantly lower cost. By choosing Saphyte, you will have a CRM and Sales Management software packed into a single software. This makes Saphyte an essential business solution to help you stay competitive in the business world and have the best ROI available.

So, take advantage of Saphyte today and enjoy its free trial for a whole month. Our awesome team is always available 24/7 to cater to all your needs.


2 min read

Sales is the lifeblood of every business and organization. However, for some companies they find it difficult to achieve the level that is considered profitable. Or perhaps, they want more in order to take their business to the next level.

Does this look and sound familiar to you? Do either of these situations resemble the one that you’re in right now? Saphyte is here to provide you with some helpful savvy sales tips for your small business.

TIP #1: Build your Website for Sales

Always start with your website. Your website is the visual representation of your company’s product or service. 30% of consumers don’t consider buying from a business without a website. Your website is your greatest marketing asset at this time and age.

Additionally, consumers always look for products online. So, you’re actually where your customers are. According to the latest numbers, 97% of people go online to find a local business, and 93% of online customer experiences begin with a search engine (Google, Bing, etc.).

So, are you where your customers are? If not, then it’s high time to start building your own website.  

Tip #2: Make your Brand Relevant

Brand or product relevance may not look like much, but it can take your business further. When you make your brand relevant to your target audience, you’re setting your business apart from your competitors.

For your business to stand out, you need to set your business brand to be personally relevant and emotionally important to your audience. When you begin to seek a meaningful position through personal relevance and emotional importance, you will start to discover what makes your potentially relevant and eventually focus on evoking the emotions of your audience.

These emotions in turn, will support, extend and highlight that relevance. In the end, it will create more customer loyalty and build a solid referral structure for you and your business.

Tip #3: Use Digital Channels

After this pandemic, there will be a major shift for businesses. The push to drive sales and marketing through online and digital sales channels is nigh. That is why you have to start building your digital sales and marketing strategies.

When your customers are better educated, most of them, if not all, are more likely to look for businesses and solutions online. Also, your digital channels are an opportunity for you to foster better customer relationships.

Start building your social media presence. Continue doing your email marketing campaigns, if you’re already on it. Implement live chatbots on your website, or social media channels. Any way for you to start building, build it now.  

Tip #4: Use CRM to Enhance your Marketing and Sales

Customer relationship management (CRM) tools are more than just your contact management tools. The system allows you to go deeper with all your data and metrics, along with your other sources. CRM also helps you maintain a clean and error-free customer database.CRM systems are also built to help businesses find the right customers for their business. A CRM can help you make the most out of your marketing tools by integrating your social media channels, email marketing lines and other marketing automation needs. You will gain a complete overview of your leads and prospects, making it easier to create and target engaging marketing materials.

With a CRM, you can also easily build more sustainable relationships with your customers. You can explore their challenges, engage with relevancy, and scale your one-on-one relationships. All these activities can lead you to deeper relationships with your customer which are the key objective to sustaining success.


Those were our savvy sales tips for small businesses. If you’re looking for a tool that can partner with you throughout your business journey, you might want to look at Saphyte as one of your options.

Saphyte is a cloud-based CRM software built with Sales and Marketing modules designed to improve any business’s efficiency. The software can streamline your corporate activities and help you manage your customer data, conduct marketing tactics and strategies, and identify opportunities for the long haul.

Step up your sales game with Saphyte CRM. Contact us for a free demo or start with your free trial now.

CRM Highlights: Importance of Customer Retention

4 min read

One of the things that companies like to focus on is— especially when we talk about a customer base, many people just default to “hey I need more new customers, I need more leads.” That’s how companies grow— they have to get new customers but by the same token, a lot of the times, they neglect the customer base they already have. 

So customer retention is actually a big competitive advantage for a lot of companies because that’s where customer experience, customer success, and loyalty— that is where that comes in. 

But the thing with customer retention is there are myriad stats that will tell you that it’s easier to sell a customer you already have. It’s usually more profitable. They’re usually less price resistant and so on. Customer retention, in general, is about focusing on the customer base.

So here’s the importance of customer retention:

Importance of Customer Retention

Customer attention is really important because most companies do have a small sales force and the one thing that they don’t want to do is be chasing their tails. it takes an enormous amount of energy investment in time to win a customer in what is a highly competitive market. 

That’s important to recognize because, of course, whoever takes over the management of a fleet within an organization— that could be you—  what you want to do is you want to mark your stand. You want to review what’s been done before and see if you can improve it. Everybody should be always seeking continuous improvement and so what that means is that you can’t be complacent. 

You have to be proactive, you have to think hard about how you can produce additional savings, better systems, making sure that the primary contact (your company’s front-end employees) is seeing their objectives met and the retention levels that your company enjoys.

Why is it beneficial then to retain existing customers than to recruit new ones? Research has found that retaining existing customers over time increases profits and lowers the expenditure in marketing. This is partly because it costs money in advertising promotional and sales efforts to gain new customers. 

It makes good business sense to keep your existing customers happy instead of devoting high levels of marketing expenditure and effort to find new customers. Most of the times, this level of interaction requires a good amount of customer information for it to be successful.

Is cross-selling an important benefit too? Yes, the other big attraction in retaining customers is cross-selling additional products or services. For example, an insurance company that has sold car insurance successfully is now in a position to sell life insurance to their existing customer base.

Would there be any other benefits? The other benefit is the power of word-of-mouth. If your customers are happy with your product or service, they will most likely refer you to customers they know. However, a word of caution is that the most successful companies focus on both customer retention and acquisition for continued sales growth.

Customer activation and retention hacks

One of the problems that most companies have just in online marketing and with online marketing executives in general and the way boards of companies are also wired to think it’s that they’re too acquisition focused. 

They think about acquisition, they’re just looking at things on the first purchase model, they’re reporting things on the first purchase model, and that’s a problem. That’s really not the right way to think about things because, in e-commerce businesses, it’s all about lifetime value.

Ecommerce is governed by one formula and that’s the relationship of the cost to acquire the customer versus the lifetime value. Then you obviously need the latter to be higher than the former otherwise you don’t have a business. So acquisition is only just the first step.

What is more important is what comes later and how you get people to really buy into your brand, buy into your philosophy, into who you are, and drive repeat purchases and drive the relationship forward with the customer. 

That is what unlocks the lifetime value and that’s what gives you an attractive business. Unfortunately, many people don’t use the acquisition as much as they should. Although there are so many different marketing channels that appear every single day and every single month, email is still considered the best channel out there. So, build a business around that.

But first, you need to figure out whether this is right for you— whether you’re ready to do this because it requires a few things and not just tools. Then, it’s mapping out that journey for the user via the email experience and how to best do that. Then the landing page— this is where you build your email database and how to optimize that, driving leads to that landing page.

Ask yourself if lead acquisition is right for you

As mentioned this it’s one of the channels that people don’t use as much. Most online retailers don’t adopt this tactic or this channel, but it’s honestly it’s one of the most formulaic and profitable channels that you can have.

You do have to look at it on a long-term basis but when you get down to it and you do look at things on a long-term basis, it is surprisingly formulaic and profitable. 

When you’re trying to decide if it’s the right channel for you. It’s not a question about “Do I have the right tools?” or “Do I have the right money?” it’s really about the mentality of your team. It’s about having the right kind of culture internally to be able to go after a channel like this.

Map out your ideal user flow

Different businesses offer different things. It’s not going to be the same experience for everyone so if you’re just starting out, you can come up with a hypothesis and say “Okay, I believe that this is our business, this is how we’re going to introduce people to the brand, this is how we’re going to market to them, it’s going to be more content.” That’s going to depend vastly on who you are and what it is that you’re looking to achieve at the end of the day.

But if you’re starting out, start it out simple and then blow it up and it becomes a living and breathing thing where you keep adding to it, you keep removing from the user flow and the users’ journey. It can really be as simple as the customer signing up, then he receives email offers, then he makes a purchase.

Keep your landing page clear and simple

The landing page is where you acquire your emails or your leads from. The landing page should be quite simple at the end of the day: a message, a call-to-action, a few points on why you would want to purchase from us, and some testimonial trust icons—  wherever you’ve been seen in the press. 

In general, you want to keep it simple, you want to keep it clear. The more messages there are, the lower your conversion rates are going to be on that page, of people who are actually going to sign up to you and to your email database. Make sure that the “call to action” is clear. 

Adding a local touch always helps. So if you can detect where they’re from, having a little message that you know where they’re from helps with conversion rates. Having a nice tone of voice and good copywriting is worth its price.

From a technical perspective, also just make sure that your landing page is mobile-friendly as most people’s email is now dominated by mobile and mobile users. Your whole environment should be “mobile-first” and you should be thinking about things on a mobile-first basis and having short load times also helps at driving higher conversion rates on these pages. 

More importantly, test this page— keep testing it, keep changing it, and ensure that the navigation is smooth for first-time users and for repeat visitors as well.

Saphyte: For your customer email activation and retention strategy

Saphyte is a cloud-based CRM that helps you manage your leads and clients’ contact information to improve your day-to-day customer interaction, customer acquisition, and overall sales process. 

It lets you use your customer data to personalize your interactions, making your service direct and straightforward, which helps shorten your sales cycle and increase sales performance at the end of the day.

This CRM solution is proven to help the sales team of a company acquire loyal customers and enhance their loyalty programs. It also lets them contact customers, make phone calls or emails using CRM tools, to shorten the process— saving time, money, and energy.

If you have a small business and you are worried if a customer relationship management (CRM) or CRM software is for you, ask our support team for a free demo.