Topic:

crm system

A Guide to Getting the Right CRM for You

2 min read

As businesses continue to expand their digital presence, it is increasingly important to have an efficient Customer Relationship Management (CRM) system in place.

A sound CRM system can provide valuable insights into customer behavior, optimize marketing strategies, and increase overall ROI. With plenty of CRM options in the market, it can be difficult to determine which one is the most suitable for your business needs.

Here’s our expert guide in choosing the right CRM for you.

1. Identify Your Business Requirements

The first step in selecting a CRM system is identifying and evaluating your business requirements. It would be best to ask yourself what activities you need the system to support, what features are essential, how much scalability you need, and how much budget is allocated.

Answering these questions will help narrow your search and ensure you choose a solution with features that suit your needs.

2. Evaluate Potential CRM Solutions

Once you’ve established your requirements, the next step is to evaluate potential CRM solutions. It’s important to consider data security, analytics capabilities, automation features for streamlining processes, and integrations with existing systems.

Additionally, ensure the platform has a user-friendly interface and provides training resources so users can quickly learn how to use it.

3. Identify Available CRM Features

Using a CRM system brings many advantages to businesses, such as improved customer experience, increased ROI through targeted campaigns, and better data insights. However, not every CRM offers the key features your business might need.

Knowing what CRMs can do helps you select the right CRM for your business. It also lets you know if your chosen CRM has value for money.

4. Compare Different Pricing Models and Features

When comparing different pricing models for your CRM system, consider the number of users, feature set, scalability, data storage capacity, and customer support options.

It is essential to review each option carefully before ensuring that the solution meets all your requirements at the right price point.

5. Analyze Customer Feedback and Reviews

Before selecting a particular CRM solution, it’s essential to read reviews from other businesses using it to get an unbiased opinion. Many platforms offer user feedback which can be extremely helpful in determining which features work best for different types of companies.

Additionally, customer reviews can provide valuable insight into the quality of the support supplied by the vendor, which is essential for any successful implementation and maintenance process.

6. Selecting the Right Support Team for Implementation and Maintenance

A dedicated team to help with implementation and maintenance is critical to ensuring your CRM system runs smoothly.

Make sure to ask potential vendors about their experience with similar projects and how they handle issues such as migrations, upgrades, data security, backups, and scalability.

This will ensure that you have experienced professionals to address any problems arising during or after implementation.

7. Taking Advantage of Training Resources

Finally, it’s essential to take advantage of the vendor’s training resources to ensure that all users are fully trained on how to use the system. This will help ensure you get the most out of your CRM and allow everyone in your organization to become proficient at using it.

By following these steps, you can select the right CRM for your business needs. With the right software solution, businesses can gain valuable insights into customer behavior and improve their overall customer experience.

So evaluate your requirements, compare different solutions, read customer reviews, and select a dedicated support team before making a final decision.

Final Thoughts

Are you considering investing in a CRM system but need help knowing where to start? Look no further than Saphyte.  

A leading customer relationship management software provider, Saphyte is designed to support businesses of all sizes.

Boasting powerful analytics capabilities, automation features for streamlining processes, and integrations with existing systems, the platform offers a complete solution for managing customer relationships.

Supercharge your sales and marketing now. Be part of the Saphyte community. Talk to our experts by booking a FREE demo below.

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5 Practical Ways to Use Your CRM to Supercharge Customer Retention

Customer retention is paramount in a very competitive business landscape. Studies consistently show that keeping existing customers costs significantly less than acquiring new ones. That’s where your Customer Relationship Management (CRM) system comes into play.

A well-utilized CRM can provide valuable insights into your customers’ buying behavior and preferences, enabling you to tailor your strategies for maximum customer retention.

This article will explore five powerful ways to leverage your CRM to enhance customer retention and boost your bottom line. Let’s get started.

Understanding Customer Behavior

Understanding customer behavior is crucial because it lets you anticipate their needs, preferences, and potential pain points. It empowers you to tailor your products, services, and communications to meet their expectations effectively.

The foundation of effective customer retention lies in understanding your customer’s behavior and preferences.

Your CRM is a treasure trove of data waiting to be tapped. It tracks customer interactions, purchase history, and engagement levels, allowing you to understand what makes your customers tick deeply.

By analyzing this data, you can identify trends, such as the products or services that resonate most with your customers, their preferred communication channels, and their typical buying cycles.

Businesses that understand customer behavior through CRM data can provide personalized experiences, resulting in higher customer satisfaction and loyalty. In contrast, those who don’t may deliver generic experiences that lead to customer churn.

To adopt this tip effectively, regularly analyze CRM data to identify trends and patterns in customer behavior. Implement predictive analytics to anticipate future behavior and train staff to interpret and act on customer insights.

Segmentation for Personalization

One-size-fits-all marketing rarely leads to stellar customer retention rates. Your customers are a diverse group with varying needs and preferences. Segmentation allows you to categorize customers based on similarities, making providing relevant and personalized experiences easier.

CRM segmentation allows you to categorize your customers into distinct groups based on demographics, purchase history, and engagement levels. With these segments in place, you can create highly targeted and personalized marketing campaigns that resonate with each group.

Businesses that segment their audience can create tailored marketing campaigns that resonate with specific customer groups. Without segmentation, marketing efforts tend to be less targeted and effective.

To adopt this tip, define clear customer segments based on demographics, behavior, and preferences. Utilize CRM software to automate the segmentation process and craft personalized messaging and offers for each segment.

Automation for Timely Engagement

Automation is a game-changer when it comes to customer retention. Your CRM can automate various aspects of customer engagement, ensuring you stay top-of-mind with your customers without requiring constant manual effort.

For instance, you can set up automated email campaigns that send customers birthday wishes and exclusive offers on their special day. You can also automate follow-up emails after a purchase, asking for feedback or offering complementary products.

Automation ensures timely and consistent customer engagement, reducing the risk of them slipping through the cracks.

Businesses that use automation can maintain regular contact with customers, increasing brand recall and customer satisfaction. Those without automation often need help to provide timely communication.

To adopt this tip:

  1. Identify customer touchpoints where automation can enhance engagement.
  2. Implement automated email campaigns for special occasions and post-purchase follow-ups.
  3. Monitor and refine automated processes for maximum efficiency.

Personalized Recommendations

Personalized recommendations demonstrate that you value your customers’ preferences, making them more likely to return for future purchases. One of the most effective ways to retain customers is by offering them products or services that align with their interests.

Your CRM can use predictive analytics to make personalized recommendations based on a customer’s past behavior and preferences. For example, suppose a customer frequently purchases outdoor gear.

In that case, your CRM can suggest related items such as hiking boots or camping equipment.

Businesses offering personalized recommendations can increase cross-selling and upselling opportunities, driving higher revenue. Those needing more personalization may miss out on these additional sales.

To adopt this tip:

  1. Use CRM data to analyze customer preferences and past purchase history.
  2. Implement recommendation engines or algorithms to suggest relevant products.
  3. Train sales and customer service teams to make personalized recommendations during interactions.

Feedback Collection and Action

Customer feedback is invaluable for improving your products, services, and overall customer experience. Your CRM can facilitate feedback collection through surveys, reviews, and direct communication channels.

It can then organize and analyze this feedback, providing actionable insights into areas needing improvement.

Collecting and acting on feedback allows businesses to address customer concerns, improve their products/services, and demonstrate a commitment to customer satisfaction.

Businesses that actively seek and act on feedback can resolve issues promptly, leading to higher customer satisfaction and loyalty—those neglecting feedback risk unresolved problems and dissatisfied customers.

To adopt this tip:

  1. Utilize CRM tools to gather customer feedback through surveys, reviews, and direct communication.
  2. Analyze feedback to identify recurring issues or opportunities for improvement.
  3. Implement changes based on feedback and communicate these improvements to customers.

Conclusion

Your CRM is more than just a data storage system; it’s a powerful tool for enhancing customer retention.

By understanding customer behavior, segmenting your audience, automating engagement, providing personalized recommendations, and actively seeking and acting on feedback, you can use your CRM to create a customer retention strategy that keeps your clients coming back for more. 

A well-utilized CRM can be the key to long-term business success in a competitive marketplace.

Learn more about how to use CRM to supercharge your sales and marketing. Talk to us. Book a FREE demo below with our experts.

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Unlocking Success: 4 Essential KPIs to Measure Lead Generation Wins

3 min read

Lead generation lies at the heart of business growth, and in the digital age, it has taken on new dimensions. Businesses employ diverse strategies to attract potential customers, from captivating content to persuasive social media campaigns.

However, the effectiveness of these strategies lies not only in their execution but also in their measurement.

This is why Key Performance Indicators (KPIs), the compass that guides businesses toward lead generation success, are important. They help you direct your business to success and measure how close to the goals and objectives you are.

In this article, we will delve into four indispensable KPIs illuminating the path to triumphant lead generation. From click-through to conversion rates, these KPIs will equip you with the tools to gauge and amplify your lead-generation strategies. Let’s get started.

4 Relevant KPIs for Lead Generation

Lead generation is a multifaceted journey that encompasses various touchpoints and interactions. Businesses deploy many tactics to captivate potential customers, from content marketing and email campaigns to social media engagement and search engine optimization.

Each strategy sets the stage for potential leads to engage with the brand, nurturing them from mere prospects to interested buyers. Here are four KPIs to measure your lead generation success:

1) Click-Through Rate (CTR)

Your content might be captivating, but the click-through rate measures its effectiveness. CTR indicates how successful your call-to-action is in compelling users to take the next step. This metric sheds light on the resonance of your messaging and design.

A high CTR signifies that your content resonates with your audience. It means that your call-to-action is compelling, driving users to explore further. A low CTR, on the other hand, might indicate that your content needs refinement.

Optimization Tip: Craft strong, concise calls-to-action that clearly communicate the value proposition. Experiment with placement and design to find what resonates best with your audience.

2) Conversion Rate

Moving leads through the funnel is the ultimate goal. The conversion rate reflects the percentage of tips transitioning from prospects to customers. It’s a direct indicator of how well your nurturing strategies are working.

A high conversion rate demonstrates the efficiency of your lead nurturing efforts. It indicates that your strategies effectively guide tips toward making purchasing decisions. A low conversion rate signals potential gaps in your nurturing process.

Optimization Tip: Understand and address your audience’s pain points through targeted content. Use personalized email campaigns and follow-up messages to provide value and build trust.

3) Cost per Lead (CPL)

Amidst the allure of lead generation, cost efficiency is paramount. CPL assesses the financial effectiveness of your efforts. By comparing the cost of generating leads against the revenue they bring, you can ascertain the actual value of your lead-generation campaigns.

A low CPL indicates that you’re generating leads at a reasonable cost. This means you’re optimizing your budget for maximum impact. A high CPL suggests that adjustments are needed to reduce costs.

Optimization Tip: Focus on targeting specific demographics and refining your ad campaigns to attract leads that are more likely to convert. Experiment with different channels and ad formats to find the most cost-effective options.

4) Lead-to-Customer Ratio

The journey doesn’t end with leads; it concludes with customers. The lead-to-customer ratio is a powerful KPI outlining the percentage of generated leads that convert into paying customers. This metric serves as a barometer of the effectiveness of your nurturing and conversion strategies.

A high lead-to-customer ratio signifies the efficiency of your conversion strategies. It demonstrates that the leads you’re generating are of high quality and are progressing smoothly through the funnel. A low ratio might indicate bottlenecks in the conversion process.

Optimization Tip: Streamline your sales funnel by identifying potential barriers or friction points that might deter leads from becoming customers. Use personalized follow-ups and targeted content to nurture leads through the final stages.

The Role of CRM in Lead Generation Excellence

As the digital landscape evolves, so does the role of Customer Relationship Management (CRM) systems. A robust CRM system acts as the cornerstone for effective lead generation and success measurement.

It allows businesses to capture, organize, and analyze lead data seamlessly. CRM systems empower businesses to track lead interactions, segment leads based on behaviors, and tailor communication strategies accordingly.

Moreover, CRM systems offer insights into lead behavior and preferences, enabling businesses to refine their lead nurturing tactics. With a 360-degree view of lead interactions, sales teams can engage with prospects at the right time, armed with the right information.

Furthermore, CRM systems enhance collaboration between sales and marketing teams, fostering alignment and ensuring a unified approach to lead generation.

Conclusion

Lead generation isn’t just about numbers; it’s about forging meaningful connections that translate into customers. By embracing the power of KPIs like CTR, conversion rate, CPL, and lead-to-customer ratio, businesses can refine their lead-generation strategies for optimal impact.

Paired with the capabilities of CRM systems, companies can unlock a holistic view of their leads, enabling personalized engagement and efficient conversion.

As you embark on the journey of lead generation, remember that success isn’t a destination; it’s a continuous evolution driven by data, insights, and the commitment to nurturing connections into conversions.

Want to learn more about automating lead generation for faster business success? Talk to our experts. Book a FREE demo below.

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How to Enhance User Experience & Increase Conversions through CRM

2 min read

User experience and conversions are critical metrics used to measure the success of online businesses. With the rise of e-commerce in the UAE, companies are looking for ways to improve user experience and increase conversions.

This is where CRM comes in. CRMs are platforms that provide businesses features that allow them to build strong, meaningful relationships with their customers.

How CRM enhances customer experience and increases conversion

CRMs enhance experience thereby increasing chances of lead conversion by making it easier for businesses to collect information about their target audience. This information can then be used to personalize their interactions with the said audience.

Tasks like customer profiling, for example, are made easier using CRM because of its automation features. With this, customers are automatically prompted to fill out a form by the CRM and provide the necessary information without putting in too much manual effort.

Your team can then spend more of their time less on manual tasks that can be automated, and more on important tasks at hand.

Customer profiles help businesses learn more about their customers so they can provide exceptional services—personalized and tailored to the customer’s unique needs and preferences.

Data collected by CRMs also provide businesses insights into their customer’s behaviors and interests. It helps them deliver personalized and engaging experiences, leading to higher conversions compared to non-CRM users.

Examples of personalization features

Some features of CRMs like Saphyte enable companies to segment prospects by demographic, geolocation, and interest level to create customized campaigns tailored to each user group. Customer segmentation is important as it allows companies to target users with the same features at once.

CRM platforms also provide predictive analytics that helps businesses forecast future customer behaviors and trends so they can plan accordingly. This allows companies to stay current with their market’s latest buyer trends and customer preferences.

CRMs also offer a range of tools that help online businesses increase conversions such as A/B testing for landing pages, campaign optimization, and automated emails. These tools allow companies to test different variations of their campaigns and websites to determine what works best for their target audience and maximize conversions.

Learn more about enhancing customer experience and conversion

CRMs like Saphyte are invaluable tools for businesses looking to enhance user experience and increase conversions in the UAE market.

With its predictive analytics, A/B testing, campaign optimization tools, and automated emails, Saphyte offers a comprehensive solution for companies to target their customers successfully.

By utilizing these powerful features, businesses can optimize their lead generation process and create campaigns to drive conversions in the market.

Want to learn more about how you can improve your customer experience and lead conversion rates? Talk to our experts. Book a FREE demo below.

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5 Factors You Should Consider Before Investing in a CRM

< 1 min read

Investing in a Customer Relationship Management (CRM) system can be one of a business’s most critical decisions. There are many different CRM systems on the market, each offering unique features and capabilities. But understanding what each plan provides is essential to making an informed investment decision that is right for your business.

Before investing in a CRM system, it’s essential to consider the following:

Business Needs

Identify your organization’s current and future needs to ensure you select a system with features and capabilities that will meet them. Consider factors such as scalability, user permissions, and customization options before making a final selection.

Cost & Budget

Evaluate how much you are willing to invest in a CRM system. Determine what features and capabilities you cannot live without and compare different strategies in terms of cost versus feature sets.

Integrations

Make sure the CRM system you choose works with existing or planned applications and services, such as marketing automation software, email providers, accounting systems, etc.

Data Security & Privacy

Understand how the CRM system will store, protect and use customer data before investing in it. Ensure that any security measures are taken and meet industry compliance standards to ensure your customer’s data is secure.

User Experience

Pay attention to the user experience when selecting a CRM system. Consider factors such as ease of use and navigability from an administrator and user perspective.

Conclusion

Investing in the right CRM system is critical to your strategy’s success. By taking the time to research these factors before investing in a CRM system, you can be sure that you are making an educated decision that will enable your business to thrive.

Want to learn more about CRM and what to consider before investing in the right CRM tool? Book a FREE demo below with our experts.

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What Is Progressive Profiling and Why Do You Need It?

3 min read

Progressive profiling is a better way of collecting actionable customer data. Read on to find out what it is and why you need it.

Everyone has been a consumer once at least in their lives, including you. And you’ve always had that moment where you experienced good service that you want to return to, should the need arise. Then you ask yourself, what is in that service that made it so special, so memorable?

Many consumers agree that any service that matches their needs and preferences always stands out. It improves the customer experience which leads to customer loyalty. But how can companies offer personalized services? The answer lies in progressive profiling.

What is progressive profiling, why do you need it, and how can you start doing it? Read on to find out.

What is Progressive Profiling

Progressive profiling is a method of gradually collecting relevant information from your leads to build up a customer profile rather than asking them for too much information all at once.

A common example is when businesses ask for contact information first, such as the name and email address on the customer’s first signup, then ask for more data throughout their journey.

Benefits of Progressive Profiling

Below are the benefits of progressive profiling that many of our clients have experienced:

1.   Increases the conversion rates for your landing pages

Studies found that landing pages with only 3 fields have 5% higher conversion rates compared to those with more fields. This is why progressive profiling is a better strategy as it allows you to keep your forms short.

2.   Improves the user experience for your potential customers

Filling out a form that requires you to input long information is not only annoying, but it’s also discouraging. With progressive profiling, users won’t have to answer long forms and they won’t get repeatedly asked questions they’ve already answered.

3.   Allows you to qualify your leads

Progressive profiling allows you to gain important and more specific information along the way. This additional information helps you plan your approach to enhance your overall sales strategy.

4.   Helps you implement better and more targeted lead nurturing

Leads that provide additional information about themselves such as their needs, interests, and profiles let you learn more about them and how to be more responsive to them. This allows you to create lead nurturing campaigns that set you apart from the competition.

How to Implement Progressive Profiling

Many businesses found the following steps to be easy and effective:

1.   Identify what data you need from your customers

Before you implement your progressive profiling strategy, you have to first know what data you’ll need from your customers first. The common information businesses need from their customers are:

  • Name
  • Email
  • Mobile number
  • Company name
  • Company position (or job role)
  • Number of employees in the company
  • Address

2.   Set up a lead journey and its conversion points

Visualize the journey that the lead has to take. After visiting your landing page, what’s next? Then set up the conversion points. What information should you get when the lead arrives at point A? What about in point B, then point C?

Then build your forms to collect the relevant information in these conversion points.

3.   Find a technology that allows you to prompt leads to fill out a form when visiting your website

The best way to implement this strategy is to automate it. Use a technology that allows you to automate user information collection. Digital ecosystems like Saphyte lets you set up forms and automatically prompt visitors to fill them out when visiting your landing pages.

4.   Organize the information you get meaningfully

The technology you use must allow you to organize the information you’ve collected meaningfully. That means you must be able to sort the important information and take action using said information.

For example, you must be able to filter leads with the role of CEOs or Presidents from those with supervisorial roles only. And automatically create a workflow, such as sending an email, based on these targeted roles.

5.   Set up a targeted campaign using the collected information

Using the information you’ve collected from your leads, you can then set up a targeted campaign for lead nurturing. Take it one step at a time. Leads at the early stages of the journey shouldn’t be overwhelmed with too much information right from the start.

You can first introduce your brand, what you do, and why it’s meaningful. You can then proceed to other content such as those that match the need or interest of your target lead. Then you can send more and more specific content based on the data you’ve collected.

It’s also best to automate this process so your sales and marketing team can focus on tasks that matter.

Find out how you can grow your business with email marketing here.

Start Progressive Profiling Now

Find out how you can start gradually collecting information from your leads with Saphyte now. Talk to our experts and book a free demo today.

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The Benefits Of Sales Tools For Your Sales Cycle

2 min read

There is so much benefit from utilizing sales data and completing your sales cycle with sales tools. Sales tools can give your team and organization the power to gather all the data required to close and maintain your customers.

If you think sales tools are too good to be true, sales and marketing teams find them compelling. In fact, according to Insights for Professionals, 79% of sales teams currently use sales tools to increase efficiency.

According to McKinsey, early adopters of sales automation are reported to increase customer-facing time consistently. They have higher customer satisfaction, efficiency improvements of 10 to 15%, and sales uplift potential of up to 10%.

Sales tools not only help your sales team in collecting and organizing personalized information, which is especially important when gathering data about specific prospects and transactions. So what are the other benefits of sales tools for your sales cycle?

4 Major Benefits Of Sales Tools for your Sales Cycle

Improves your Customer Data Quality

41% of companies cite that the biggest challenge in their sales cycles is inconsistent data across technologies.

This challenge goes to show that high-quality sales data is an essential factor when it comes to nurturing your business. Most companies don’t realize that 30% of their data becomes useless by the end of each year. This means that a lot of the data they’ve utilized in calculations could result in an inaccurate result. Using the wrong information could heavily affect revenue, so sales teams should ensure that data is gathered with the best sales tools.

Build better relationships with your customers

It is the salesperson’s responsibility to identify their customer’s wants and needs. To effectively build excellent customer relations, your sales team must be able to categorize the many values ​​that come with your customer.

Sales tools allow salespeople to streamline their communications with potential and existing customers. No more emails getting lost in the inbox, important details getting buried in spreadsheets or post-it notes, and more. Remember, better customer relations always equates to higher customer satisfaction.

Increased Lead Generation

A lot of companies often rely on sales to garner their revenue. However, it would be best if you also considered that an effective sales intelligence tool could further increase your revenue with lead generation. Gaining leads are also thriving on various social media platforms, which is why it has become a fantastic asset to utilize, especially considering an ongoing pandemic. Lead generation could also boost sales with the use of marketing campaigns as well as other advertising methods.

The Ability To Upsell Stocks

For many software services, it is considered a norm for such products to be dealt with as upselling, cross-sell, and even renewal to continue garnering revenue. When your team has the opportunity to generate more sales, you get more revenue. When your sales team has the advantage of continuing the cycle, you are also giving them the leverage to create more sales.

Conclusion

Your prospect or customer is more than just a sales opportunity.

You can offer the best products, but nothing will sell if you don’t treat your customers well! Building good relationships with them is a top priority in your business.

This is what a CRM does best:

Treat each customer as an individual.

Remember them.

Be there for them when they need them, helping them maintain good relationships.

Considering the many benefits that come with a sales tool, there shouldn’t be a reason for you to stray away from utilizing the many sales intelligence platforms.

Find ease and comfort with using sales software at the leisure of your home office. Contact Saphyte now to learn more.

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How to Attract Customers Online in the UAE

2 min read

With online shoppers expected to spend more post-pandemic, what can you do to attract customers online and gain a greater market share? Read on to find out.

According to a study, 73% of consumers in the UAE are shopping more online since the start of the pandemic. This means that we’d expect more online activities and sales now than ever. And businesses can take advantage of this.

But how can you attract customers online especially when your target customers are in the UAE? Here are a few tips.

1.   Provide a “virtual store experience”

A virtual store experience through virtual reality (VR) technologies can be especially useful to customers who are new or those apprehensive to try online shopping. It makes the transition easier as it provides an experience to shoppers similar to traditional shopping.

VR has been observed to make online stores appealing and provide a positive experience among customers.

2.   Make the checkout secure

Online payments are becoming more popular in the UAE. In 2020, card payments in online transactions in the UAE reached 39% of the total payments made.

But UAE online shoppers are becoming increasingly aware of security risks when purchasing online. That’s why around 57% of those surveyed said that a secure checkout was essential to have a good shopping experience.

When dealing with online customers in the UAE, it’s necessary to employ technologies that allow customer data to be protected and those that can prevent security breaches. Use trust badges on your websites to make customers feel more secure.

Example of trust budges.

3.   Provide a fast shipping experience

In the UAE, 39% of online shoppers want products delivered the next day or less, and about one in five customers want products delivered to them on the same day. This means that for UAE online shoppers, a fast shipping experience is vital. Give them a bad experience and you won’t be able to retain them.

Below are examples of popular shipping companies in the UAE:

  • Aramex
  • DHL
  • Naqel Express
  • Fetchr
  • SMSA Express

4.   Provide a personalized experience

UAE online customers, just like any other customer around the world, prefer a personalized experience. This means that any content, product offering, or advertisement they’re getting from you should match their needs and preferences.

There’s a way to learn more about your customers. You can set up your website to automatically prompt visitors to fill out a form, so you can gather important information about them. You can also do progressive profiling to gather more specific information about them once they’re already at a deeper level in your sales funnel.

All the information you have gathered can be used to send them sales and marketing offers that are personally tailored to their profiles. This improves customer satisfaction and experience, improving brand loyalty and customer retention.

Empower your sales and marketing teams

With Saphyte, you can equip your sales and marketing teams with the necessary tools so they can effortlessly provide a personalized experience to your customers. They can automate workflows to provide prompt responses and timely interactions with customers to help win them easily.

Want to learn more about Saphyte and how it can boost your sales and marketing teams? Help us help you! Book a FREE demo with us here at Saphyte.

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How to Generate Leads Using Social Media

2 min read

Social media platforms are a rich source of leads. Read on to find out how you can generate leads effectively using these platforms.

Social media channels are one of the most lucrative channels for businesses looking to venture into the online market. With 3.6 billion social media users worldwide, social media platforms are a rich source for leads and customers of any profile.

But how can you generate leads using social media? Read on to find out.

How to Generate Leads Using Social Media

Below, we list down the tips to effectively generate leads using social media:

1.   Use timely and relevant lead magnets

Lead magnets are those free items or services given away to attract leads and encourage them to provide their contact details.

The most common examples of lead magnets are reports, white papers, free limited subscriptions, and free consultations.

When using lead magnets to generate leads on social media, it’s important to remember to make your lead magnets timely and relevant to capture the attention of target social media users, otherwise, it’s easy for them to scroll down and ignore your post.

For example, if you’re targeting customers looking for houses in California, make sure your lead magnets hit the needs and interests of these customers. You can send out a listicle about the top locations for houses in California, or houses under $X in the same state.

2.   Add social proofs

Social proofing in marketing refers to the phenomenon that consumers will copy or adapt to what other consumers are doing and that their decisions become credible and get validated through the behavior of others.

The most common examples of social proof are testimonials and customer reviews.

3.   Create targeted ads

Ads are a great way to boost your online presence, especially on social media. Most social media platforms allow for targeting, which means you can choose the audience to whom your ads will appear to.

When leads click on an ad, they can be redirected to a landing page that gathers their contact information, where the process of lead conversion can begin.

4.   Partner with influencers

Instead of using paid ads, you can also attract leads with the help of social media influencers. Most social media influencers work in a niche and have a rich follower base. They are often united by a common interest.

Partnering with influencers means you can sponsor their shows or pay them to talk about your brand, which may come across as more natural compared to regular ads.

Making influencers “experience” your brand is also a great way for your target audience to learn more about the benefits of your product or service, and for them to imagine using it. This helps accelerate the buyer’s decision-making process.

Get Leads from Social Media Now

Want to learn more about how your business can get leads from social media effortlessly? Talk to our experts at Saphyte and book a demo for FREE.

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How to Create a Customer Persona for Your Business

2 min read

Learn how you can effortlessly create buyer personas for your business with the help of your customers.

A customer persona is a detailed description of your target customer. It is a product of deep research about your existing or target customer and represents a summary of their needs, preferences, and behavior, among others.

Customer personas help you channel your focus into qualified prospects, manage your product and services to suit the needs of target customers, and ensure that all workflows (from marketing to sales) are designed to match the customer personas.

Doing these help you attract leads and customers that provide high value to your business over time.

How to Create a Customer Persona

So how can you create a customer persona for your business? Check our tips below.

1.   Get your customers to participate in your research

Your customers are the most important element of your research. The entire strategy revolves around them and so it’s crucial that you’ll get input from them. Anyone— from the leads that visit your website to your repeat customers— can participate in this research.

You can also automate this process by configuring your website or landing pages to prompt visitors to fill out a form. You can also send emails to subscribers that let them participate in surveys or even interviews.

2.   Collect as much information as possible

Gather as much important and relevant information as needed for your research. You can start with demographic details such as their: Name, Email, Gender, Age, Company Position, and Company Name. Then you can move into more personal information such as their needs, buying habits, preferences, and online behavior, among others.

3.   Dig deeper

Sometimes you need to dig deeper into your customers’ profiles by asking more specific questions. Here, your sales and marketing teams must work together to identify the type of questions you need to ask to get the desired response from your target customers.

For example, identifying whether a product or service may suit a customer may require you to ask more than the standard “Would you like to try this product?” question.

It may be necessary to ask what the customer does on a daily basis, what they like or dislike, or what they prioritize right now to establish the necessary conclusions.

Further assessments and evaluations may be needed to validate the conclusion you’ve arrived at after conducting your research.

4.   Identify the appropriate messaging strategy for the personas created

Once you’ve created your personas, create a messaging strategy that suits these personas’ needs and preferences.

Everyone in your company must be able to speak the language that your personas are speaking, especially when they’re having direct conversations with them. This ensures that your messaging resonates well with your target audience.

Automate Your Data Collection

Effortlessly collect information about your leads and customers with their participation. Automate your workflows and have your sales and marketing teams access a rich database of customer information. Help them establish a solid customer persona which allows them to tailor the sales and marketing experience accordingly.

Need to know more about automating customer data collection? Talk to our experts at Saphyte and book a demo for FREE.

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