crm emails

What is Email Marketing and How Can You Grow With It?

5 min read

Email marketing is one of the most employed tactics of successful companies. With email marketing solutions, keeping your leads and clients engaged has never been easier.

What is email marketing and how does it work?

Email marketing is all about keeping your leads engaged through email until they become customers. With email marketing solutions, you won’t have to do this manually.

You won’t have to craft an email every time a new customer gets onboard, or whenever a prospective buyer asks for more information about your products. With an email marketing solution, you can just let the software do the “emailing” for you.

Imagine having a personal assistant that will email your clients automatically upon onboarding. Or that says “Hello! Want to find out more about us?” to visitors of your website. Or someone that says “Check this product out!” to prospective buyers.

Now imagine not having to pay that assistant its monthly salary, HMO, and other expenses you incur when hiring an employee. That’s the benefit of having an email marketing solution.

Why an Email Marketing Software is Good For You:

Around 91% of email marketing software users report that marketing automation is an important ingredient in their online marketing campaigns’ success

About 58% of marketers use email marketing software to enhance their sales process and boost their sales

A 451% increase in qualified leads on average is also observed when marketing automation is used by a business

How to Grow With Email Marketing

Using a drip email marketing strategy, businesses can see an improvement in conversion rate as well as customer retention.

How does drip email marketing work?

Firstly, drip email works as a series of emails that you send to a customer during his buyer’s journey. It works to encourage him to keep going until he becomes a customer.

When he finally becomes a customer, the drip email marketing works to nudge him to buy from you again, not from your competitors, making him a loyal customer (thus improving customer loyalty).

You can send out forms for leads to fill out so you can get more information about them

For example, assuming you get a thousand visitors a month on your website and you get one percent (1%) of them to fill out the form you left on the webpage— now you have 10 leads to engage.

This is the start of the drip marketing strategy. Using an email marketing solution, the software will automatically send an email to these leads saying “Welcome!” or “Want to check out our products and services?” or “Make a purchase today and get $50 off!”

The email could also look like this: “Hey! Thank you so much for signing up! Welcome to our family!” or “Here’s a free eBook on ‘How to grow your business with Email Marketing.’”

Now the lead could do either of these things: completely ignore your email, click on your email and ignore it, or click on your email and press the call-to-action (CTA) button in your email. (So here, you have to make sure that the reader is enticed to click on your CTA buttons, so they become actual customers.)

The next thing to do is send follow-up emails. For example, maybe a week later, you send another email “Get a 50% discount on this product if you buy it within the next three (3) hours.”

So you continue the “drip” or the email campaign so that next time they’re thinking about needing something, you’ll be on top of their minds (brand recall).

Related Article: B2B Growth Tips for 2021

Does this really, actually work?

According to statistics, it does!

A dollar of investment in email marketing can give you an average return of $42. (That’s up to 42x ROI!)

About 87% of marketers have used drip email strategy to engage customers with planned content, according to Content Marketing Institute.

Around 80% of marketers believe that drip emails can significantly increase your customer acquisition and customer retention rates.

If we look at reports, email automation has been observed to receive 50% more conversions compared to the traditional, old ways of sending out emails.

Open rates (where the email recipient actually opens the email you sent) are also 70% higher when they are in email automation. The same case goes for click-through rates, where recipients open the email and clicks on the link provided.

Related Article: How to Avoid Losing Leads

With Saphyte, you can use system-prepared templates or you can customize your very own
So how can I start using this strategy?

First, you’ll need a software (such as an email marketing solution) that you’re comfortable using. Then you’ll need to check if they have these features:

Workflow Automation – is a feature that allows users to automate their workflows. This eliminates or reduces the need to hire more so the boring, manual tasks get done. Workflow automation is a unique function since not all software have this feature.

So, for example, instead of manually sending an email, the software can send it for you. You have to configure it first, of course, what kind of email it should send and under what conditions.

Related Article: Why Landing Pages are the New Automated Lead Generation Machines

You can automate boring manual tasks using the Saphyte ecosystem

Scheduled Email Sender – the software must allow you to schedule your emails so your leads and clients are constantly reminded of your business and the ways it can serve them.

Custom Email Templates – your email marketing software should allow you to prepare emails for specific occasions such as welcoming a new customer on board, thanking a customer for making a purchase and sending him or her a receipt, or sending a customer a product or service catalog.

This makes the process a lot faster, easier, and hassle-free. You can also edit these templates so they can appear more responsive and customize them by including the recipient’s name and other important details to personalize the email.

Make it work!

The greatest challenge to those behind the launch of an e-mail marketing campaign is standing out from potentially hundreds of e-mails that a target reader is getting every day.

How do you craft an enticing subject line?

How do you design the e-mail that makes the reader read more?

What should be your Call to Action (CTA) so that the reader will do what you want them to do?

These are only a few of the hundreds of really important questions and challenges that e-mail marketers have to answer and address. So how should you launch your e-mail marketing campaign?

Craft a subject line and preview text that your target readers won’t be able to resist

Ever read a subject line so punchy you just had to click on it and see what the email is about? The art of creating irresistible subject lines and preview texts requires a lot of creativity – and careful assessment to check whether something is working or not.

Companies like BuzzFeed, for example, take this to heart. By writing excellent subject lines, your target readers have a higher chance of opening your email and actually reading it. This leads to higher chances of sales conversion happening, thus growing your business.

Examples of good subject lines:

Free *insert item* Alert!

*Don’t Open This E-mail!*

Hot Freebie Alert! Giveaways You Can Get This Week!

This is the Best *Insert Subject* You’ll Ever See

Know what to do with the right person (Email Segmenting)

Not all customers are made the same. Your target customers have varying degrees of interaction with you and they have varied preferences as well.

Some customers would love to open an email of yours if it’s about discounts. Others may not fall for the same trap but would love to check new items that they might need.

These differences are difficult to identify and monitor. And often you will need a tool for this.

Include interactive content in your e-mail

Capturing the attention of your recipient within the first eight seconds is crucial. With the exposure to millions of information every day, it comes as no surprise that the average customer attention span only lasts until 8 seconds.

To get your recipients’ attention and ensure it will last, make your content interactive. Include Infographics, videos, surveys, polls, quizzes, calculators, and images so you can sustain your readers’ attention until they reach your CTA button.

More from Saphyte

Check these features out using Saphyte and start your drip email marketing campaign with us. Contact our support team for more information.

How to Use Consumer Insights to Grow Your Business

3 min read

Imagine being able to know what your customers want and being able to make them happy with your service. With consumer insights, this is possible.

What are consumer insights and how can you use them to grow your business?

What you should know:

Consumer insights are increasingly used to make better business decisions

Gather data from your customers allows you to know them at a deeper level, tailor the services you offer to give them a better experience, and establish brand loyalty as a result

There are several key things you will need to obtain consumer insights such as an insights team, a strategy, knowledge in research, and systems that can increase data quality

What are Consumer Insights

A consumer insight is an interpretation of the data gathered by a business regarding their customers (or the consumer market in general). It is used to help businesses gain a deeper understanding of how their target audience (or future, prospective markets) thinks and feels.

According to Google Surveys, 40% of marketers use consumer research to drive decisions.

By analyzing human behavior and gathering data regarding their purchase decisions, businesses are able to really understand what their consumers need and what they prefer above anything else. More importantly, it allows companies to understand why their target audiences feel this way.

When research about consumer insights is conducted properly, it will help companies determine the best ways to communicate with their target customers.

In a turbulent market where it is highly likely for customers to experience a change in consumer behavior, companies that have conducted market research to gain insights about their customer base can adjust their marketing strategy, remain relevant, and therefore increase sales.

In short, consumer insights can help you shape your business strategies to serve customers better and stand out from the competition.

Using Saphyte Forms, companies can collect valuable information from their customers to know them at a deeper level
What You Need to Collect Consumer Insights

Systems for Data quality. The data you will collect must be precise and accurate, free from biases, and have good quality. When asking questions to the target audience, the questions should be easy to understand. Using software built to gather data from customers can also improve the data collection process and data integrity.

Insights team. A dedicated team must be available to collect and analyze responses and what the data is telling you.

Strategy. A strategy must be crafted first to collect good quality data and how the insights team can continue to collect this. The strategy must also include how this should be reported to the company decision-makers.

Consumer Research. The overall act of gathering customer insights must adhere to strict research guidelines to ensure that the analysis and results of the research are reflective of real-world happenings.

Four Types of Insights

There are four types of insights you can get from conducting research and analyzing the market:


Personal preferences

Brand awareness and brand perception



Demographics are the most basic and important information you can gather from your target audience.

Examples of demographics are:



Location (Residence)

Marital status


Position in the Company

Demographics allow you to have a deeper understanding of who are buying your products and services, where they are located, and what types of companies they work for.

It allows you to craft better marketing strategies to enhance the consumer journey and overall improve customer satisfaction.

Personal Preferences

Every customer has a unique set of personal interests and goals that motivate their actions. When you are able to identify these interests and customize the experiences and products you offer along with these interests, you will be able to resonate better with your customers and impact their lives. This creates brand loyalty.

Brand Awareness/ Perception

Any data you can gather from your customers about your brand can let you determine how they perceive it. For example, if you’re a luxury brand, are your target customers responding to this image or do they think you’re irrelevant? Some questions can be tailored to elicit the answers you think are important in crafting your brand strategy.


Knowing your customers’ motivations and what impels them to make a purchase from you over any other brand can help you position your products better.

Needs, preferences, and interests are several “purchase drivers” you can identify based on their responses during research or focus group discussions.

Saphyte users can automate the collection of customer data using forms via email
How Companies Use Consumer Insights

These are the ways companies use consumer insights to grow their business:

Data analytics is used to increase the effectiveness of marketing campaigns

Analyzing data gathered from the research can help you penetrate new markets or niche markets

Interpreting consumer data allows marketers to identify needs that competitors have not identified yet nor consumers themselves are aware of

Consumer insights allow businesses to be more unique, fresh, and impactful when it comes to dealing with customers

What You Can Do

To make it easier for you to gather consumer insights and make data-driven business decisions, use technologies like the Saphyte ecosystem.

It hosts features that can boost your sales, marketing, support, and team coordination, so you can streamline your business processes.

Saphyte allows you to gather data from your customers automatically and without hassle. All you got to do is configure the system to send emails to customers in the important stages of the buyer’s journey and reward your customers’ participation.

You can also use the Saphyte ecosystem to generate reports automatically so you can make better business decisions.

Need more information? Contact our support team now.

Five Ways CRM Benefit Your Business

4 min read

The CRM market has been growing stronger and bigger in recent years. Looking back at the research done by Software Advice, only 12% of businesses used cloud-based CRM in 2008. In comparison to their data in 2014, CRM usage has increased to 87%.

And even until now, this increase is steadily growing. More and more businesses still continue to discover and appreciate their need for CRM since this system can touch almost all kinds of businesses worldwide — small, medium, or large scale among different industries. Thus, it is expected that the market will continue to grow in the coming years. 

Despite this, statistics from CSO Insights still shows that up to 43% of CRM users only use less than 50% of their CRM system’s features. Furthermore, another study found that there are still 22% of sales professionals who are unsure about what CRM is. This goes to show that, even though the CRM market is growing, many users have not been able to fully maximize their CRM software use and their CRM satisfaction. 

Therefore, there is still a constant need for sharing and imparting information about CRM solutions, so that large and small businesses can find the CRM benefit that they have been looking for. 

1. Reliable Data Storage and Integration

Most if not all businesses take in large amounts of information every day. Such as customer data, email marketing records, phone calls, sales lead, and many more. If this data is not segregated and organized to be easily accessed, your different business processes would be slowed down. Especially if things are done manually, it would become even worse.

Thus, the need for data and storage management is a priority — having a place to store information and retrieve them easily when necessary is a must. 

With a CRM solution, you can achieve this because the system is equipped with tools that can organize different information by grouping them into categories. Although it is still possible, this is something difficult to do using conventional methods, like spreadsheets. Imagine inputting all the customer information but with just a single formula error, your output is ruined.

CRM solutions, on the other hand, have pre-built system structures. In this system, you can upload data, categorize them, post status, and add updates. 

The amazing thing about this system is that it is readily available for your team anywhere in real-time. So, if you would like to access your sales team’s data, you can easily open your computer or mobile phone to check.

The system can integrate all of your different departments’ work data and logs, which allows you to have full monitoring over your business’ day to day progress. On the other side, your employees can have access to product or service data needed to accommodate your customer needs. 

2. Repetitive Tasks Automation 

One of the benefits that significantly ease your employees’ manual workload is Automation. If you are still running your business in the traditional way without the help of a CRM, your employees will be bombarded with repetitive tasks that require a lot of time and effort. they are too busy with menial jobs instead of finding creative and effective ways to increase sales, which is something far more important. 

Fortunately, with CRM tools, these tasks can now be easily automated. Although automation sounds like something complicated to do, it is actually the other way around. Good CRM systems have a user-friendly interface which would allow you to set up a workflow easily.

For example, in Saphyte CRM, you can easily drag and drop, click and connect the nodes in your workflow page. And, as easy as that, you have already set up a chain of command which will flow automatically not requiring further supervision.

Having your workflow set-up and automated will not only allow you and your employees to do more meaningful work, but it will also ensure that all data processed will have accurate output. The output has little to no errors because it is processed by a computer. On the other hand, your employees will be able to focus on tasks that require creativity, analysis, and human touch. 

3. Sales Management

One of the most important factors for business success is an increase in sales. That is why one of the benefits that you should be looking for in a CRM is sales management. A business without sales management would probably struggle in tracking their sales cycles, processes, and deals. Thus, having a CRM is a necessity one should not ignore. 

CRM sales management tools allow you to collect data about potential customers and deal prospects and monitor them via features such as sales dashboards and reports. Through this feature, you will gain an instant overview of how your business is doing. It will answer questions like, “are we reaching potential customers more?”, “is our marketing strategy effective?”, and so on.

These features will allow you and your sales reps to evaluate your personal performance and keep track of where you are standing now in terms of your goals. Having a visual reminder of your sales targets will allow you to strive more and perform better to achieve each target.

4. Sales Forecasting

The importance of forecasting should not be ignored in the business world. Knowing trends and tendencies based on your current data and analysis will allow companies to make sound decisions for the company. It will allow them to avoid probable business failures and mistakes. And on the brighter side, will help them determine potential leads that will help achieve bigger sales and revenue.

CRM systems, like Saphyte, are equipped with a sales intelligence feature. This feature will collate customer data, contact information, monthly recurring revenue, and more to come up with an analysis. This analysis will help you identify trends so that you will come up with your next best action.

The system also has an automated lead scoring tool. This rids you of the burden of manually figuring out which lead is better. CRM lead scoring helps you prioritize leads by applying score conditions to identify which lead has the most potential to progress into a closed sale or deal with lesser time and effort.

5. Customer Relationship

Improving customer relationships is something that made the CRM market popular. Basically, because your business would instantly be over if you do not have customers. And, the process of gaining one is an arduous task which is why taking care of these customers is a must. It is impractical to spend so much time gaining them and then losing them right away just because you do not have sufficient customer interaction.

This is where Customer Relations Management (CRM) solutions come in. The CRM system, as previously discussed, can store all of your customer information and customer feedback in one place. It can then sort this information allowing you to have a breakdown of data. Having these data organized helps you have better knowledge about your customers.

Not only that, CRM helps in increasing customer satisfaction by improving customer service. Customer service is important to the point that even if you have a good product or service, but if they do not feel taken care of after purchase, they will stop subscribing.

So, what CRM does is that it helps you have speedier and better communication. This is done by providing you with templates that you can customize depending on which category your customer is in. In that way, you can personalize your approach to provide a better customer experience.

The Bottom Line

CRM systems have a lot to offer in the business world. Thus, when you are looking for a CRM benefit that would fit your business needs and goals, remember that you should have all of the benefits shared above. Settling for less than all will not allow you to experience the benefit that you are looking for.

Fortunately, all of these can be found in Saphyte CRM. Saphyte’s goal is to make things more fitting for you and your business. It has a user-friendly system so that entrepreneurs who are unfamiliar with technology can transition from traditional to digital a lot easier.

The system has undergone testing and fine-tuning before it was deemed ready for deployment all over the world. Thus, you can be sure of a reliable and efficient service. Furthermore, Saphyte has the flexibility that you need.

No matter if you are a business start-up, small scale, or large scale business, Saphyte can cater to all of your needs. And since it is a scalable CRM, Saphyte can grow with you and accommodate your growing database and processes.

So if you are planning something bigger for your business, it is about time to step up your game through CRM. Our customer reps are ready for you 24 hours a day 7 days a week. Give us a call now and take advantage of all the benefits Saphyte CRM can offer.

Why Retailers Need CRM and Drip Email Now

4 min read

The retail industry has always been a competitive field. From big box brands dominating local markets to upstarts that hit the ground busy with their new customers, you have to look for ways to get ahead of the curve.

In order to get ahead of the curve, businesses have to gather a solid number of customers. One of the most common ways to do so is through email marketing.

Email marketing has been one of the key components of many retails businesses’ marketing. It’s no surprise, as there is a high return of investment and at a low cost. However, in order to do derive the desired result, you also need to understand the essence and importance of email marketing.

The Real Essence of Email Marketing

Email marketing is so much more than a marketing strategy. In order to get the open rate number that you desire, you just don’t go and send out a regular newsletter, it has to be a personalized email. 

Sending emails that are ordinary can cause more damage for you than it does good. That is why you need to place a proper marketing strategy, a killer subject line, and an irresistible call to action button. 

Email marketing involves sending newsletters, e-receipts, segmentation of email lists, automation, and a lot more. With the ability to gain access to more data than ever, it has become ever more important for retailers to up their email marketing game. 

There are plenty of email marketing strategies available, but one that can guarantee to up your conversion rate is drip email.

What is a Drip Email Strategy?

An email drip campaign is a series of emails that are automatically sent to a list. These emails typically have a common theme or specific goal in mind, whether it be to drive a purchase, in-store visit, or event registration, for example.

Email drip campaigns are a little more innovative and more comprehensive than your standard email newsletter. The campaign can differ from one situation to another.  

There are times that a basic email drip campaign can consist of two or three emails sent to a user after they have performed a certain action. There are other times that it can be more detailed, with quite a few possible results based on your user or responder’s behavior.

Why Retails Need to Adapt to this Strategy?

An email marketing specialist at, Joel Debus, mentioned that retailers should personalize email drip campaigns based on their subscriber data and specific actions, or any trigger events.

With the use of various data points that they have on their users, they are able to automatically fill the users’ preferences and include them in the automated email sending. However, apart from that, here are the reasons why retailers need to adapt to the email drip campaign.


Reports have shown that a personalized subject line can lead up to 26% more opens, and segmentation can drive up to 760% more revenue. Also, Statista discovered that personalized subject lines enable an increase of open rates up to 40.8%.

With these stats, it’s hard to go against personalizing your email drip campaigns because they do work.

Today, personalized and segmented emails is a lot more than auto-populating your users’ name in the subject line. With the upsurge of big data, it has given retailers more perception into their audience than ever before, and automation makes it easier to control the data collected strategically.


Once your email drip campaign is all set up and launched, you may want to keep an eye on its performance. Sooner or later, you’ll be able to see trends that may provide helpful insights into your business. These segments are helpful as well in segmenting your email lists and your campaign even further.


With constant monitoring, you can now identify what’s working and what’s not through your analysis. After that, it’s time to take those insights and act on them. By optimizing your campaigns, you can improve your marketing performance by doing more of the strategies that are working, and reducing the strategies that aren’t.

Over time, you’ll be able to see if the tweaks you’ve made to your campaigns have hindered or improved your performance. Some of these learnings are even applicable to other areas of your sales process.

Why Choose Saphyte as your Implementation Partner? 

Your drip email strategies are surmountable to nothing if you don’t have a tool to partner with it. With that, you need a reliable customer relationship management (CRM) software to help you and your sales team streamline all your campaign activities.

CRM tools are necessary when you want to build customer satisfaction and are necessary for improving customer interaction. They are more than just a tool for storing contact information.

This won’t come as a surprise, as CRMs are the most marketed software in the world. With the abundance of options, you might want to consider Saphyte as your primary option for a CRM solution.   

Saphyte is a cloud-based CRM system that helps you streamline all of your corporate, sales, marketing, and customer support activities, and integrate them into a single powerful platform. The main build and purpose of Saphyte is to make your work and processes more simple and more effective.

Saphyte comes with sales and marketing tools designed to improve your business’s efficiency and productivity. These tools can help you manage your customer data, conduct marketing tactics and strategies, and identify sales opportunities for the long haul.

Here are some benefits that you can leverage from using Saphyte for your drip email marketing campaigns.

Efficiency with Lead Gathering

Your marketing campaign will always need a solid customer database. Customer data is the starting point for every sales campaign. You have to work hard and gather the data that matters to your business. With Saphyte, you can do just that.

Saphyte’s system is designed to help your marketing and sales team gather and nurture your leads. You can gather important leads by integrating your social media platforms into Saphyte’s system. Any data entered via your social media platforms are automatically sent to the CRM’s database.

You can also gather customer data through the Form Builders tool. You can create forms that you for your websites and landing pages to capture leads in a whiff and without having to leave the platform.

These forms are used to capture information (name, email address, telephone numbers, etc.) you need from your prospects. The moment the form is filled up by site visitors, it’ll send the data back into the CRM’s system.

Furthermore, Saphyte has Sync. Sync is a plugin tool that you can install to your browser. This tool can make your contact information gathering from LinkedIn profiles easier, more seamless, and more accurate.

With the use of Sync, you can get rid of manual data entry efforts and make your data syncing and gathering more productive. A great win for your sales team.

Lastly, Saphyte’s mobile CRM app comes with a business scanner feature. This feature is helpful in documenting, transferring, and storing data to your CRM database in a breeze. With a simple scan, you can store your important contact information into the system without the hassle and without error. Thus, making data migration quick, easy, and accurate.

Marketing Automation Made Easy

With the upsurge in relevancy and consistency common to the market at present, adding more manual work for your team is a buzzkill. This is where automation comes in.

Saphyte aims to remove more of your manual tasks and transition your team into automated tasks. With tools like Workflow, email template makers, Client Management, email senders, and email trackers, you can easily implement your drip email campaign strategies.

Saphyte’s Workflow allows you to automate your whole email sending process and command the system to do some legwork for you.

With a simple act of dragging and dropping elements and connecting nodes, your campaigns can now be seamless and be more efficient for you. All you have to do is set the conditions, and the CRM can do the legwork for you.

Saphyte’s Client management modules are perfect when you want to organize and segment your leads and prospects. This will make it easier for you to create those email lists according to your customer’s demographics and interests.

With that, you can create email templates for your campaigns within the system. This will mitigate After creating the template, you can incorporate them into your workflow and wait for the result. You can also easily track and monitor through the email tracking tool accessible within the system.


With the rise of modern marketing demands in the retail sector, it would be great to have a tool that can help you make your work efficient and effective. That is why you should choose Saphyte today.

Saphyte has pay-as-you-go subscription plans that fit your budget whether you’re a small business or an enterprise. The platform can also save you heaps of money from storage investments. You won’t need to install the system on your local computer. All you need is a dependable and stable Internet connection and a browser.

Each subscription plan is inclusive of a free demo and one-to-one product training. We also waive set-up fees and maintenance fees. No hidden or extra charges, and 24/7 expert customer support availability. Team Saphyte also offers on-site customer support for local businesses in Dubai.

Make your drip email marketing effective by using Saphyte. Contact us for a free demo or start your free trial period today.

Three Features of Sales Management CRM For Your Business

4 min read

To grow your business, you need to identify potential customers, connect with them, and turn them into paying customers as efficiently as you can. That means you need an easy process to grow your lists, engage leads, automatically connect with warm leads, quickly manage those opportunities, and manage your sales team’s sales.

You will need to understand the features of sales management CRM to do this, so you can easily manage this entire process in one simple platform. Imagine you’ve just come back from a trade show and you’ve got the list of attendees or you have a list of leads from your website or other sources that you may have access to.

You have to load up those leads in your CRM and now you would like to reach out to them, so you will take this list of people and add them to a campaign. This is a multi-step ongoing campaign with an email every seven days. 

With a CRM, you can set the start date and time, add them to a campaign, and schedule those emails to those people. Just set it and forget it — it all happens automatically. 

As a salesperson, you’d simply keep going through your day, making follow-up calls, and doing your job and in real-time, your sales management CRM will just notify you with updates. That is how convenient your business life is with technologies like CRM.

There are three features of sales management you should look for in a CRM:

Sales Automation

Deals Management

Lead Scoring

Sales Automation

One of the things that a sales management CRM can do for you is sales automation.

With a CRM, your marketing processes can be automated. Meaning, you won’t have to do everything manually as the system will do that for you in just a few clicks. But the power of automation goes way beyond that: sales automation empowers you to automate the connection between your marketing and sales teams, keep ahead of the curve, and nurture your relationships in a meaningful way. 

The blend of automation and personal touch truly shines when leveraged to automate the sales process and CRM users are empowered to achieve this. Tools like internal notifications help you delegate tasks and opportunities, so you can reach out to the new leads with precision and stand out from the competition. Your customers expect personalization— here, you have to blend automated messaging into your sales cycle and cue your reps so everything is perfectly coordinated.

How does this work? First, your marketing team sends a killer campaign and notifies your sales team about who engaged with the message. Next, your sales team can send a more personalized follow-up to those engaged leads. Utilizing automation, your marketing and sales teams will be able to work together, allowing you to predict the right times to reach out (and thus increase the effectiveness of your engagement). 

Use automation to uncover the best times to respond, when your contacts are most engaged and ready to buy. Manage your campaigns, perform lead scoring, and manage your deals to create a pipeline of your most engaged contacts — all that is left for you is to give them a call.

Sales teams today have a lot of leads to sort through. With web traffic data, lead magnets, demo requests, live events, there is not enough time in the day to reach out and evaluate the interests of every lead. With marketing and sales automation tools, you can be empowered to optimize the efforts of your sales team, spending time on the leads that are the most likely to convert.

Deals Management

A deal is a sales opportunity and qualified leads are those that can be converted to deals. For instance, leads who ask for a product demo or request for a quote have the potential to purchase and hence are your deals. Your CRM’s pipeline is what will allow you to manage, visualize, and track the progress of every deal. 

It gives a snapshot of the total number of opportunities you have. You can also determine how close you are to winning each deal and thus select the right deals and activities to focus on every month.

Customer relationship management (CRM) systems are not just vital sales tools, they offer serious business power. They are a central point for storing all your customer data, emails, phone calls, visits, social media communication, webchat, sales progress, and deals can be recorded. 

A CRM is also the key to your business intelligence. You could ask questions of your data to inform product development, use it to group prospects, and target them with sales campaigns step by step. You can also automate marketing campaigns to encourage repeat business and win new customers through referrals.

Lead Scoring

If you have a website with hundreds or even thousands of visitors, how do you know which ones are interesting to you and your business? Some visitors came to you by accident and some are looking for something you offer, but are not ready to buy. Some are already clued-up about your offering and are ready to buy now.

Lead scoring becomes the solution to identifying which among the leads that you have generated is of interest. You can target your hottest leads first, going in for the sale. 

Then you can work down, focusing on instilling trust in those who first need to be engaged, and then you strike off the poorest scorers – so as not to waste time on the wrong sort of visitor.

So how does lead scoring work? As your visitor browses your website, you can trace his actions— see what he’s doing, what he watches, what he clicks on or downloads and whether he comes back to your site for more. For each of these activities, he gets points, and these inform you as to how much he has learned about your offer so far. 

This is IMPLICIT data that you gather automatically, learning about your visitor’s ENGAGEMENT with your business. He may also provide you with his personal data when, for example, he submits a form, subscribes to a newsletter, or completes a survey.

He gets points based on the quality and pertinence of the data he has provided. This is EXPLICIT data which shows you how well he FITS into your business. So IMPLICIT data might include: how many pages he viewed, the number of times he visited your site, which videos he watched, what he downloaded, and so on.

You choose what implicit data to collect according to what is important to your business. EXPLICIT data can include his region, phone number, job title, or mail address, so if you score each visitor using your own lead scoring rules, you can identify a visitor who scores well in terms of engagement and in terms of how well he fits your business — then he becomes your hot lead.

All your visitors are grouped according to their overall scores, with those reaching your “hot lead” level being placed in a group or category, depending on your CRM. Each separate lead is allocated to a group.

The further right the group, the more engaged the leads are with your offer. The higher the group, the better they fit your business — your CRM should be able to categorize your leads according to their scores. 

For example, by color: green is ready to buy, so require a quick response. Orange is undecided and need further nurturing. And red may be abandoned for the moment. Again, depending on your CRM.

There are other features a sales CRM can offer you, but these three are among the most important ones.

Saphyte, your Sales Management CRM

When looking for a sales management CRM, choose Saphyte.

Saphyte is a cloud-based CRM that can help you with your day to day sales strategies, improving customer interaction with the use of customer information and other relevant business data. It is a CRM software and CRM solution that is proven to improve customer experiences, thus, customer satisfaction — which helps establish loyalty.

Saphyte will help you manage your leads and customers’ contact information so you can stay engaged with them. It has CRM tools that your sales reps need that will help you — whether you’re a small business or not —  grow.

Contact our support team for a free one-to-one demo now.

Integrate your Drip Email Marketing with Saphyte CRM

4 min read

Email marketing is one of the core strategies in your lead generation efforts. The main goal of email marketing campaigns is to attract the right customers or subscribers. The ones who can commit to your call to action.

However, in the modern-day marketing landscape, your audience has complete power. So, sending emails to your subscribers about topics that do not interest them just won’t cut it.

In your attempt to strike a balance between list-building and keeping subscribers engaged is key to a sustainable and effective email marketing strategy. A perfect way to achieve this is through drip email marketing campaign efforts.

What is a Drip Email Campaign?

Email drip campaigns consist of a series of template marketing emails that work together to convince consumers to move toward a final conversion (buying) point.  They’re also known as automated email marketing campaigns, drip campaigns, and drip marketing campaigns.

They’re referred to as drip campaigns because they provide constant value to email subscribers by gradually “dripping” helpful information and updates on products or services, over time. These types of campaigns are fully automated with the use of email clients or a CRM software. To which emails are sent to your list based on detailed timelines, or user actions and inaction.

To simply put, drip campaigns are all about delivering the right information to subscribers at the right time to push them further down your funnel to ultimately convert them to paying customers.

What are the Advantages of Drip Email Marketing?

Due to the nature of the campaign where you send targeted, timely, and relevant content, drip campaigns easily outperform general sends. The open rates (number of times a subscriber opens the email) for drip emails are about 80% more than single sends (random email blasts), and the typical click-through rates are three times higher.

Drip email campaigns have plenty of benefits to offer if they are implemented properly. Dedication, time, and effort in the start can go a long way to achieve the best results you want. Here are some key advantages of integrating a drip strategy in your email marketing strategy today.

Precise segmentation leads to customer trust and revenue

Drip marketing can easily entice prospects, educate your leads, reward customers, and more. All within the one email campaign. Through pinpointing, segmenting, and then reaching out to your specific user groups, you are now able to reach the right people and at the right time.

Segmented drip email marketing can also help you build trust with your audience. Rather than blasting your whole email list with a similar campaign over again, you can divide subscribers into different funnels and approach them differently and more appropriately. Since the emails you’ve sent are more targeted and relevant to them, they feel more personalized.

This in due course leads to a smaller number of “unsubscribes,” a higher conversion rate, and they also increase sales. Several studies actually show that segmented drip emails can drive up to 18x more revenue for businesses.

More engagement with minimal effort

Part of the reason a drip campaign can generate more revenue than other email campaigns is that it supports boost content engagement. Drip emails can offer up to 119% increase in click rate. This is a huge number considering that drip campaigns only require minimal effort than many others.

First, proactively send relevant material to targeted prospects, you can mitigate the amount of legwork needed to capture their interests. Since the information is relevant to their interests or needs, you’re fundamentally shortening your sales cycle by moving your leads more quickly through the funnel.

A great drip email campaign can also help you identify and remove unresponsive site visitors. This can save you heaps of time or energy trying to make customer interaction and improving customer relations.

Second, drip emails operate mostly via automation so they don’t need constant attention. Although you still have to do some monitoring and testing, still your marketing team members won’t need to devote longer hours to create and send emails.

In fact, 20% more sales opportunities are expected when you pair your drip marketing campaigns with marketing automation. And with all the day-to-day demands from your team (phone calls, handling customer information, etc.), taking off something on their plate is more than welcome.

Continuous conversation to remain a top priority

Relevance and consistency results in customer satisfaction. With this type of strategy, not only that you can shorten your sales process, but you’re also encouraging customer loyalty.

Through an email marketing drip campaign, you’re creating an ongoing conversation between you and your subscribers. Thus, allowing you to build on the information and creating conversations in previous emails.

Not only does this keep your business at the top-of-mind of your consumers, but also helps you establish a trusting relationship. Through maintaining regular contact shows your recipients that you keep your promises and you can always deliver more.

How does a CRM solution fit into the equation?

There are plenty of software available in the market used for email marketing. Some of them are dedicated solely for the purpose of sending emails, and there are some that can help you manage customer information seamlessly. The most common platform marketing and sales professionals use are CRM tools.

A customer relationship management (CRM) platform can help you seamlessly segment, organize, and categorize your leads. Most CRM platforms available in the market has built in email automation features that can help you and your team execute your drip email strategies properly.

Why Choose Saphyte?  

Saphyte is a CRM platform that helps you streamline all of your corporate activities and integrate them into a single powerful platform. The main purpose of Saphyte is to make work and processes more simple and more effective.

Saphyte is built with sales and marketing tools designed to improve business efficiency and productivity. These tools help you manage vital customer data, conduct marketing tactics and strategies and identify opportunities for the long haul.

Here are some benefits that you can gain from using Saphyte for drip email marketing campaigns.

Lead Gathering Efficiency

Every marketing campaign starts with a solid customer database. Customer data do not grow on trees. You have to work hard in order to gather them. With Saphyte, you can easily do just that.

Saphyte’s platform is designed to help your marketing and sales team gather and nurture leads. You can gather your leads by integrating your social media platforms into Saphyte’s system. Any data made through your social media platforms are automatically sent to the CRM’s database.

You can also gather customer data is through the Form Builders tool. Create forms that you can use for your websites to capture leads in a whiff and without leaving the platform. You can use the form to capture the information you need from your prospects. The moment your form is filled up by site visitors, it’ll send data into the CRM system.

Furthermore, Saphyte has Sync. Sync is a plugin that you can install to your browser. This feature can make your contact information gathering from LinkedIn profiles more seamless and accurate. Through Sync, you can remove manual data entry efforts and make your data syncing and gathering more accurate and more productive.

Lastly, Saphyte’s mobile CRM app has a business scanner feature that can document, transfer, and store data to your CRM database in a breeze. By simply scan, you can store important contact information into the system without the hassle and without error. Thus, making your data migration quick, easy, and accurate.

Marketing Automation is Made Easy

With the demand for relevance and consistency common to the market, adding more manual work for your team doesn’t make actual sense. This is where automation comes in.

Saphyte is a CRM that aims to remove more of your manual tasks and transition them into automated tasks. With tools like Workflow, email template makers, email senders, and email trackers, you can easily implement your drip email campaign strategies.

Saphyte’s Workflow enables you to automate your whole email sending process and command the system to do the most of the legwork for you.

By simply dragging and dropping elements and connecting the nodes, your campaigns can now be seamless and be more efficient for you. All you have to do is set the conditions and the CRM can make it possible for you.

You can also create email templates for your campaigns within the system. After creating the template, you can incorporate them into the Workflow and wait for the result. You can easily track and monitor through the email tracking tool available within the system.


With the rise of modern marketing problems, it is best to have a tool that can help you make work efficient and effective. Choose Saphyte today.

Saphyte’s pay-as-you-go subscription plans fit your budget whether you’re a small business or an enterprise. The platform is also a SaaS cloud-based CRM. You don’t need to install the system on your local computer. All you need is a reliable Internet connection and a browser.

Saphyte’s subscription plans come with a free demo and one-to-one product training. Bid goodbye to set up fees, installation fees, maintenance fees. There are no hidden or extra charges, and 24/7 expert customer support availability. Team Saphyte also offers on-site customer support for local businesses in Dubai.

Let us help you implement your drip marketing campaigns with an effective CRM system. Contact us for a free demo or start your free trial period today.

2020 – The Year of the Customer

2 min read

The modern-day consumer is considered to be an ethical individual, demanding convenience, personalized experience, and expects quality products and services. There has been a continued rise of ethical consumers. In fact, nearly half (49%) of consumers under the age of 24 avoid brands that contribute to the negative environmental impact.

With the rising number of modern-day consumers, comes the demand for convenience, personalized experience, and quality products and services. Customers no longer subscribe to the brand-centric business; they’d rather choose businesses who are focused on customer-centric solutions.

Customer experience is expected to supercede products and prices for this year, and so much more. Here are some changes that will forever affect the customer behavior pattern.

Data Value Exchange

The value of data exchange is playing a crucial part in the changes of your customer’s behavior. The importance of data privacy and how businesses utilize customer data is imperative to customer retention. Modern day customers don’t take data breaches lightly.

That is why it is vital that data exchanges are kept transparent and are used responsibly. Ensuring that the data they collect is used for marketing strategies and are kept secure whilst offering value to the customer in exchange.

Brand-centric to Customer-centric Personalization

Modern consumers no longer cling to the idea of brands. They look forward to what they can experience from your business. Consumers are expecting personalized products and services. Most of all, they expect companies to have efficient and sustainable ways to address the unique needs of their consumers.

This is where efficiency, transparency, and great customer service comes in. To become a customer-centric business, it is significant to assess the detailed needs of your organization’s target audience, while bearing in mind the core competencies of your business.

Customer feedback gets operationalized

Customer feedback is a great weapon for marketing and it is important that it be operationalized. Modern-day customers will expect that if they are required to provide you with feedback, you will take the initiative to act on it. Which is rightfully so.

Customer expectations are high, and they continue to climb. Reviews and feedback have changed how customers make decisions – which means it’s changing the roles of marketers too. Since we live and work in a time of unparalleled global transparency, digital experience-sharing, partnered with the desire to be heard, having customer feedback operationalized is a great strategy to start with.

Best-in-class CX will become the standard 

Customer service and customer experience may look like they’re interchangeable. Yet, they’re actually from different spectrums. One acts as a single touchpoint with your brand, while the other influences the feelings and emotion of your customer, and involves the entire customer journey.

Customer experience influences all the areas of your business. That is why it is essential to build a customer experience strategy that will become a standard, not only for your company but also to your competitors. In that way, you will stand out amongst your competitors.

How can a CRM help you build your business around the expected changes in your customer’s behavioral pattern?

A CRM is more than just a contact management tool. A customer relationship management (CRM) tool helps you to gain insights into the behavior of your customers and modify your business operations to guarantee that your customers are attended to in the best possible way.

In hindsight, CRM helps your business recognize the value of your customers and to make the most of improved customer relations. The better you know your customers, the more receptive you can be to their needs.

There are also plenty of things a CRM can do for you. From data management and security, productivity, sales and marketing, and even automation.

For a greater and easy CRM experience, consider Saphyte as your CRM solutions option. Saphyte is a SaaS CRM web platform with pay-as-you-go subscription plans. No lock-in period, no set-up fees, and no extra or hidden charges. Inclusive of a free demo and product training and a 24/7 customer service availability.

Contact us now for a free demo or begin your free trial today.

How to Grow Your Business With a Client Management Tool (CRM)

4 min read

A client management tool or the more popular term “CRM” is widely adopted today by many companies. Customer relationship management (CRM) has been proven to spur the growth of many businesses and is currently a buzzword in the tech industry. 

With many businesses across industries needing a software to manage their leads and clients, the CRM market has continued to grow—becoming a ground for many developers offering a variety of CRM products and claiming many unique features to give their brand an edge over the others. 

Client management tools work simply. They are responsible for the collection of data from multiple sources (e.g. forms left on websites and social media pages) and they organize the data collected in a way that gives actionable insights, allows users to make data-driven decisions, and interact with the potential customers and the existing ones.

In this article, you will learn how to grow your business with a client management tool. But first, let’s explain how a CRM works in detail.

How a CRM works

The term CRM is originally a management approach that focuses on growing relationships with customers through constant communication and effective engagement. However, CRM systems these days are also shortened into “CRM” for convenience.

CRMs are designed to allow its users to make business relationships more meaningful. When a business takes steps to make its customer engagement more meaningful, its customers are more likely to grow loyal to the business. Based on research, managing customers using CRM tools will more likely improve customer loyalty — this happens when a customer chooses your business over other businesses.

CRMs also improve customer loyalty and retention, which have been shown to comprise at least 80% of businesses’ sales revenue. This is why more and more companies use CRM on a daily basis.

Improving sales and marketing processes

CRM software are primarily used to enhance sales and marketing processes. Sales and marketing processes are often used together but they are different.

To differentiate, a sales process is concerned with ensuring that a product or service sells. It is wide and extensive and covers the start of the buyer’s journey (from the leads’ point of contact) until the end of the buyer’s journey (until they become customers). 

But the sales process does not end there too. Some experts would say that “after-sales” is still part of the sales process and should therefore be considered a subject of importance. That’s why most companies dedicate workflows to ensure “repeat purchases” or customers buying from the business again.

A marketing process, however, is often narrowed down to the aspect of reaching out to and identifying leads. It is concerned with directing the business — who to interact with and where to engage. To put it simply, marketing is smaller as a field and can be considered as part of sales.

Sales are the lifeblood that flows throughout any business, whether small businesses or large enterprises. Without an optimized sales process, your business can run the risk of spending on operations without getting a high profit in return. One that you should avoid at all costs.

For business stability, you need to increase your sales output and guarantee a quality customer experience to achieve customer satisfaction. This is why you need to continuously look for ways to improve your marketing strategy and effectively build meaningful customer relations so you can continue to grow as a business.

CRMs also boast sales and marketing automation features that eliminate manual processes. When sales and marketing processes are improved or are fully automated, efficiencies are achieved — such as saving time and resources and reallocating them into more productive tasks. 

Here, growth is inevitable, as reduced expenses (which is achieved when there is no need to hire more employees to do manual tasks) and reallocation of energy (such as dedicating the time of employees to do more important tasks) can surely lead to business success.


But CRMs sure do cost a lot, right? Not really. CRM products on the market have varying prices, and most of them are affordable, even to that of a small business.

Most CRMs charge per user, ranging from $12 a month to $300 a month, depending on the features the user needs. But will the perceived benefits outweigh these costs? With proper use, yes.

In a lot of case studies, CRM use has been observed to offer at least 120% ROI after a month of use. That means the profit that is expected to be achieved after an improvement in sales may be able to cover the expenses incurred in using the CRM. 

The operative word used there is “proper use” though. That means the user must be familiar with the best practices to maximize the use of the CRM and justify the expenses.

Growing the business 

To grow the business, companies can use this centralized platform to effectively communicate with leads regardless of their numbers. This means they can send bulk emails that promote their products and services using the CRM’s contact management system. 

This creates brand awareness and is the first step to allowing leads to decide whether they want to purchase from the business or not.

This can be achieved using manual methods though, like a pen and paper, or even an online spreadsheet. But when it comes to dealing with thousands of customers, CRMs offer speed and convenience and an effortless process of completion compared to the traditional methods. This is a benefit that not many technologies can provide.

CRMs can also perform email marketing and lets you use email templates for ease and convenience. During email marketing, when a recipient of an email (for example, a promotional email) responds, the company can decide to further engage with the lead based on the response. This customer interaction is an important element when closing deals, hence personalized interaction is extremely needed at this part of the sales process.

Here, the business must offer relevance and significance — a product or service that the customer needs or prefers. And CRMs must be able to gather relevant information beforehand, so the business can meet the customer’s expectations and demands. 

This is why, as pointed out in this article earlier, CRM users must be at least familiar, if not skilled and experienced, in using the CRM software to their advantage. This is because a CRM loses its effectiveness when the user does not know how to use its tools and features.

Introducing Saphyte

When you are looking for a client management tool, choose Saphyte.

Saphyte is a cloud-based CRM built to enhance the way you engage your potential customers and existing ones. With this CRM solution, your sales reps will no longer have to manually gather contact information from your leads and clients. 

With Saphyte’s Lead and Client Management features, all you have to do is leave forms on your website or social media for them to fill up and the software will automatically integrate their answers (considered to be customer data) into the system.

Saphyte also has other features such as Sales, Marketing, and Support features that allow you to improve your sales and marketing processes, as well as perform administrative tasks while allowing for enhanced collaboration and coordination.

Saphyte’s contact management system is designed to gather information from your leads and customers. It also allows you to do more in one single platform— monitor your leads, perform lead scoring, conduct email marketing, and assess your performance during the entire sales cycle.

This client management software also lets you automate your workflows using the system. Here, you can set up triggers in the system and let the software perform your workflows automatically. Conditions, schedules, and actions can be set up here using the workflow nodes so that your sales team won’t have to do things manually.

Unique pricing plan for new users

To make it easy for new users to use Saphyte, we are currently waiving all set-up fees, implementation fees, and customer support fees for you. Also, you will only be billed according to usage — a unique pricing plan that you will not get from other mainstream CRMs.

Right now, Saphyte offers dedicated, one-to-one support with its new clients—teaching them best practices to maximize the use of Saphyte and help them achieve their business goals using the CRM system.

Get in touch with Saphyte’s support team now and inquire for a free demo and watch how Saphyte will help your business grow.

5 Important Benefits of CRM Email Integration

3 min read

In the business setting, your sales team use emails daily. One of the reasons for this is emailing is the most preferred communication channel of your customers. Email marketing is an effective tool for lead nurturing, marketing campaigns, social media campaigns, and other sales activities.

Email is still the most effective tool to universally connect with your customers, reach out to potential customers, and educate people about your products or services. About 34% of the world’s population use email platforms and the number is still bound to increase in the long run.

According to the Radicati Group, there are about 196 billion emails sent on a daily basis. Out of the 196 billion, 109 billion are business emails. That’s a lot of emails. There’s no wonder why email marketing is a vibrant and powerful way to connect with people.

Imagine, a single email holds the power in building customer experiences, improving customer relations, providing relevant customer interaction, and gathering potential customers. However, an email address can never realize its full potential without the help of other tools.

Email clients (Gmail, Outlook, etc.) might be good for a while but your customer information database is bound to grow. That is why you need tools like a CRM system to streamline the email and communication needs of your business.  

Why should there be a need for email and CRM integration? CRM tools offer plenty of advantages and benefits for your business. Here are 5 important benefits of CRM email integration.

Personalizing your Correspondence

When you integrate a CRM software and your email marketing, you can personalize and send one-to-one emails that echo with your audience. Other elements like contact status and unique interests can also be tracked on the CRM side. 

Your marketing team can also send highly targeted and related communication that feels like a personal email for them instead of a generic newsletter blast.

Personalization can go beyond your customer’s first name or company name. A CRM can harness your marketing and sales capability by segmenting your contact information database, customizing email templates, automating email sending, and a lot more.

Automated Follow-Ups

The right timing for a follow-up is the key to sales. But your sticky-note reminders to follow-up with your prospects aren’t always reliable and can be dangerous.

When you have a CRM email integration, your sales reps can create tasks and run simple email campaigns to communicate and follow-up with your prospects who aren’t quite ready to buy. 

In addition, your marketing team can also automate other processes like sending a thank you email to your prospects who download a resource or subscribe to your list. Through an automated follow-up, your teams can spend less time trying to manage their to-dos, and have plenty of time building important customer relationships.

Email Nurturing

According to KissMetrics, 96% of your prospects who visit your website for the first time aren’t ready to purchase. However, that doesn’t mean they will not be a part of your loyal customers list in the future.

With a CRM integrated into your email marketing efforts, you can provide the means to capture vital contact information from new prospects when they visit your website for the first time. 

From then, you can automatically nurture those prospects with relevant email over time, educating them about their pain-points – and how you can help with the solution you have. From that point, you’re giving your customers an avenue to empathize with your product and remember, empathy sells.

So never neglect the power of lead nurturing, it’s the key to growing and expanding your business.

Centralized and Easy Access to Communication Records

Integrating email applications like Outlook or Gmail to any CRM system, you will have access to your email clients and CRM data from both programs. This means that you will have the best of both worlds without having to switch platforms from time to time.

Thus, reducing the possibility of forming scheduling conflicts or missing any vital information, whilst also saving time by avoiding the need to switch back and forth between platforms. With this, you’re empowering your sales and marketing teams to build and create better relationships with your prospects.

Unified List of Contacts

If you have an existing wide-range of contact list in your sales email, you can merge your CRM and email-based contact lists to minimize data redundancy, have better visibility of your customers, and have a more convenient way of swiftly looking up lead email addresses.

Having a unified list of contacts allows you to further organize your campaigns and provide better customer service.

Why choose Saphyte CRM for your CRM email integration needs?  

Choosing a CRM with email integrations can be a tricky spot to take. There are plenty of platforms that are available in the market. However, you might want to consider Saphyte for your CRM needs.

Saphyte is a cloud-based CRM system that helps you streamline all of your corporate activities and integrate them into a single powerful platform. Saphyte is built with sales and marketing tools designed to improve your business’s efficiency and productivity.

The system helps you manage your customer data, conduct marketing tactics and strategies, and identify opportunities for the long haul. Saphyte is built for scalability and flexibility for your business. You can customize the CRM according to your needs. In that way, the platform can grow along with your business.

Saphyte’s email integrations include integrating your email accounts, calendars, and live chat systems into the system. This allows you to manage and track your emails and other correspondence from the CRM. You can configure your email accounts such as Outlook, Gmail, IMAP, and SMTP into your CRM mailbox.

The live chat integration is also useful integration into the CRM. This feature helps you collect and track all your leads and sales from the live chat, log all your customer contact against relevant records, and find all your chat transcripts and data in one platform.

Saphyte also has customizable multiple dashboards. The dashboard provides a real-time one-page overview of all the information you want to know regarding your client, sales, marketing, and support management. You can create multiple dashboards with different widgets and name them according to your preferences.

Lastly, Saphyte CRM is an inexpensive and non-complicated option for a customer relationship management (CRM) system.

The CRM has pay-as-you-go subscription plans and no lock-in period. Each subscription plan has a free demo and product training. No installation fees, no extra or hidden charges, and a 24/7 customer support availability.

When you integrate your emails with Saphyte you can now make sales work more seamless, strengthen your business process, and improve your sales performance effectively and efficiently. Whether you’re a small business or a medium enterprise, investing in a CRM email integration is the best option for you.

Contact us for a free demo. Or start your free trial period now.

Get the Most Out of Marketing through CRM Email

3 min read

Businesses rely on sales and marketing to stay afloat. When it comes to marketing strategies, email marketing is perhaps one of the most popular. Yes, above phone calls and other sales process strategies, email campaigns still stood out above the rest. 

However, companies who send emails with the use of email suites might be common nowadays, it is proven to be counter-productive. Why so?

One of the reasons why email suites just simply won’t work is because of the amount of time it takes to create a great looking email from scratch. Remember, if you can’t send off a good-looking email, then you’re already setting yourself up to fail your campaign. 

That is why, apart from reliable customer information and customer interaction, it is important to have great email marketing tools and email templates. How? By seeking help with a CRM tool. 

A Customer Relationship Management (CRM) solution software can ease in your sales and marketing automation. Not only do you have a centralized location for contact information and lead scoring tools, you’ll also have access to plenty of email marketing tools.

What is a CRM email integration? 

Businesses and organizations rely heavily on email clients or suites for communication internally and externally. 

What’s an email client? An email client is a type of software which enables a user to send, receive and organize email correspondence on their desktop or mobile device. One of the famous examples are Outlook, Gmail, and Thunderbird. 

So how does it come in connection with CRM systems? Most CRM systems, like Saphyte, Hubspot, and Sales Force Automation, allow email client integration. This integration in return allows users to use their email clients inside CRM.

Hence, all incoming emails and about your current and potential customers information are automatically registered and are kept in one place. Some other CRM solutions allow you to modify CRM records without leaving your inbox.

What are the benefits of integrating your email campaigns to a CRM solution tool?

1. All in one view. Instead of having to switch windows between your CRM solution and your email client, email-integrated CRM systems can have all your relevant information onto one screen. 

Hence, causing no confusion between your leads because the CRM itself provides the relevant customer data you need to effectively nurture your lead or close a sale. Many CRM solutions with email integration also provide visual reports for email threads. They are usually contained within the sales pipeline, so you can easily see the stages of each lead.

2. Increases responsiveness. Email integration also helps reduce your response time. This is due to customer’s contact information, your touch-point history, and other relevant information is displayed alongside the email. 

Instead of having to go to another application to seek information and switch back to your email, you can quickly respond to inquiries and offer great customer satisfaction. When it comes to converting a lead into a won account, you must have the ability to respond fast or else competition will take place.

3. Integration with other apps. Email CRM integrations often support integration of other forms of third-party apps. Integrating a CRM into other marketing automation tools can help you streamline your sales workflow. You can pair up plenty of things on a CRM tool, this will solely depend on the CRM software of your choosing. 

4. Swift installation and deployment. CRM email often uses email solutions as the base of the installation. Instead of deploying a complete CRM app, you only have to download an add-on or plugin for your email solution. 

In addition, you no longer have to worry about additional hardware or software installation, you can go ahead and train on the new CRM system. Another additional benefit for a CRM email integration is the familiar user interface (UI). Most CRM’s email integration feature primarily uses the same UI you’re already accustomed to. Hence, you no longer have to relearn other functions and navigation from scratch.

5. Unified contact list. If you have a database of extensive contact list in your sales email, you can consolidate them to your CRM and email-based contact lists. By doing so, you have cut down data redundancy, gained better visibility into your customers’ service, and have a more convenient way of quickly looking up to your lead’s email addresses.

Why Choose Saphyte to be your partner in CRM Email Marketing Automation? 

Saphyte built its CRM system with all the marketing tools small businesses and enterprises need. We understand that marketing plays a big part in every business cycle. With that, we have email integrations, email marketing, form builders, email templates and more. Here are some other things your business can benefit from Saphyte’s CRM platform. 

Email Templates

Sending emails that have no style to it can be a bit boring for your customers. Hence, wasting an opportunity for your sales team to nurture your lead. With Saphyte, there are plenty of email templates for you to work on. You can even customize your own within the CRM system. 

Bulk Email

Increase your efficiency by sending emails to your clients with Bulk Emails. You no longer need to send emails individually to your clients because Saphyte allows you to send a single email to thousands of recipients from your client database all at once at a specified time.

Email Senders

Email Sender is a tool where you can sync other different emails to the CRM and select which email address will be the sender to your recipients. Saves you time, allows you to send your materials quickly, and makes more room for other tasks. 

Email Tracking

Do you ever want to know how your leads are responding to your emails? With Saphyte, you’ll receive notifications the moment your client opens an email, clicks a link, or downloads an attachment you have sent. With this information, you can provide your staff with the ability and the opportunity to follow up with your leads, prospects, and customers in a timely manner.


To conclude this article, Saphyte has budget-friendly monthly fees that won’t cost you an arm and leg. We offer pay-as-you-go monthly rates, with no set-up fees, a free demo, and a 24/7 customer support readily available in every subscription plan. 

Try Saphyte now for your CRM email needs. Not only that you can have better contact management and real time information, you can also expound your marketing.  Contact us for a free demo or start your free trial now.