Topic:

lead scoring

How to Polish up your Lead Processes

3 min read

Lead generation is a continuous and never-ending effort. No matter how much work and effort one puts into it, you’ll always be on the hunt for more leads next month. If you feel like you’re all alone, we’re telling you, you’re not alone. 

At least 53% of B2B marketers spend more than half of their yearly budget to make their lead generations effective. When companies understand that leads are the lifeblood of their business, placing a polished lead process is the next best thing that they can do. 

A high-conversion lead generation process means businesses are confident that their marketing will bring them a certain number of high-quality leads each month. Hence, giving them peace of mind to try out new initiatives, make data-driven decisions, and spend their budget on the most critical places.

So, will your business need a lead generation process? Yes, of course. Having a strategy for working your leads from brand awareness to closing a sale should be an integral part of your business. Lead generation processes help your sales team make sales and help your marketing business identify content and campaign opportunities. 

Are you for Manual or Automated?

As we all know, lead generation begins with understanding the customer journey, and the rest will go from there. However, there’s a specific challenge to the modern lead generation process nowadays: manual lead generation. 

Pushing through manual lead generation is a troublesome infrastructure because manual effort costs both time and financial resources. Also, manual lead generation is a complete waste of time for both your sales and marketing teams. Your sales teams are preoccupied with calls, and your marketing teams are occupied with the next opportunity. Both teams have no time to deal with manual customer research. 

Further, manual lead generation takes enormous research and can also adversely affect your business’s sales. That is why most companies prefer automated lead generation. We all know that time is equated with money. Time does not come for free, and businesses don’t have the luxury to waste even more time. Automated lead generation not only brings definite speed for your lead generation process but also accuracy.

How to Polish up your Leads Process with Automation

With the discussion above, automation wins the race by a large margin. Of course, your business will always have its unique lead generation strategy. The next big step you can take is to improve your process with the help of a leads automation tool. Saphyte got you covered when it comes to tools to make your lead generation better, accurate, and faster. Here are some tools we have on our sleeves. 

Lead Capture with Saphyte Sync

Most of the people your business wants to talk to are on LinkedIn. Manual data entry can cost you more time and more errors. With Sync, you can capture LinkedIn contacts with auto-populated information such as their name, company, email address, country, and other details. 

What’s even better? All your captured contacts automatically sync to your own Saphyte CRM, and it’s a free web extension tool for all Saphyte users. Nifty, eh? 

Show Creativity with Less Effort

Creativity takes a lot of time and effort, and for marketers, these two factors are hard to balance. Saphyte balances these two forces by bringing in marketing tools to help you create better opportunities. With email marketing, servers, and landing page templates ready for you to use. You can also use our low code/no-code solutions for our landing pages. You can show creativity with less effort. 

Marketing on Autopilot

Saphyte has plenty of automation tools that you can use to your marketing advantage. You can also run your marketing campaigns on autopilot with drip email marketing

Drip email marketing helps you automate the emails sent to your customers at a particular time or specific event and keep it over time. You can send out marketing emails based on varied trigger events such as when leads submit a form, open their emails, click, etc. Users can schedule the flow of your marketing email campaign by setting the specific count, time, days, or hours before sending an email to their leads.

Users can also track and monitor all the contacts on the waiting list of their drip marketing campaign. Not only that, users can measure the success of their drip email campaigns and go beyond metrics like open rates and clicks and focus more on your email list value, the subscribers’ activity, and the engagement rate. You never have to worry about manually sending emails ever again!

Plenty of Tools too Long to List on this Blog

Saphyte has plenty of tools up on its sleeves that this blog can’t merely cover. From Marketing, Sales, Teams, Connect, and Integrations – Saphyte has you covered. 

Taking the next big step but don’t know where to start? Ask our digital ecosystem experts by booking a demo today! We’re ready to help you accelerate and achieve the best for your business. 

Curious how digital ecosystems can help improve your business?

Check out how digital ecosystems can boost your company performance by getting started here.

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THE BLUEPRINT OF BUSINESS AUTOMATION

3 min read

Automation is becoming a hot commodity nowadays. According to an article from CIO, automation is becoming a more popular strategy amongst businesses due to its capability to save time and money on manual tasks. But, more than that, automation is a more accurate and faster method for completing more straightforward tasks.

Automation can give more time for employees to complete more complicated, complex, and higher-value projects. However, no matter how great the benefits of automation are, it can be challenging if not done right. If not difficult, automation can be costly.

With that, it is imperative to know the blueprint of business automation that fits with your business. This article will be discussing the aspects of your business that you can automate and streamline. By the end of this article, you might create your blueprint and create a strategic plan to automate certain yet critical aspects of your business.

The Ideal Blueprint of Business Automation

Knowing the aspects of your business that needs automating is the first step. The other critical step is putting them into stages or phases. Here’s an ideal way to put the aspect of your business into phases. 

Phase 1: Forecasting

Forecasting is a valuable aspect of your business because it gives you the ability to make intelligent business decisions and produce data-driven strategies. Forecasting is the first step you need to take before making plans for your marketing campaigns and implementing them because it is crucial to create an intelligent marketing strategy.

However, forecasting has to be done systematically and most often requires calculation, should not be solely based on human estimation or “intuitive guesses,” and is not a one-man’s job. Forecasting involves the coordination and cooperation of all department heads.

By automating this aspect to the business, you free up time for each department. Thus, giving them more time to plan and strategize your marketing strategy without calculating and forecasting individually. 

Phase 2: Lead List Segmentation

Segmentation is a by-product of your forecasting results. After you’ve forecasted, you’ll be lead to the different industries or types of customers you’ll have to win over through your campaigns. Remember, each of your leads has other wants and needs, and putting out a one-email fit all letter is a path that leads to disaster.

Segmenting your leads list is the next best thing. 77% of email marketing ROI is a product of segmented, targeted, and triggered campaigns, according to DMA. This number is not a surprise, as 72% of consumers only respond to personalized marketing messages. With curated and optimized content delivered to the different segments on your list, you can directly affect and improve your email campaign metrics.

However, sorting and individually transferring customer information from one spreadsheet to another is prone to disaster as well as time-consuming for your already overworked sales team. By automating your segmentation process, you can free up time for your sales team and let them do the actual selling.

Phase 3: Email marketing

According to studies, the average email open rates are between 15-25%, and the average click-to-open rates are between 20-30%. This is one of the reasons why email marketing remains a relevant and valuable marketing tool for businesses. Albeit, you can’t automate planning for your campaigns or building templates, you can automate sending them.

It’ll be time-consuming for your team to send out individually and could be more prone to errors. By automating your email marketing, your team won’t have to painstakingly spend hours writing emails for every one of your customers – even if they’re already segmented.

By automating your email marketing efforts, you can enhance your email campaigns without sending out individual emails. Email automation also increases lead engagement and provides a more tailored email experience for your leads or customers.

Phase 4: Lead Scoring

With the results of your email automation, you can now gauge which of your leads are more likely ready to purchase, which leads need more time and nurturing, and those who are not interested at all. This is where lead scoring comes into the scenario.

Lead scoring plays a significant role in your entire sales funnel process. The process of lead scoring involves applying a numerical value to a prospect based on who they are and their interactions with your brand. When a lead reaches a specific value, you can pass the lead to the pipeline and let the sales team lead them to a particular experience touchpoint.

However, scoring your leads individually is time-consuming. There are steps for a lead to qualify, and doing that manually is costly. Automating your lead scoring will make it easier for your sales representatives to assign scores to your leads without manually calculating them.

Phase 5: Pipeline management

Remember, you hire a sales team to sell. They can’t effectively sell if you don’t give them valuable information or even a visual representation of your customer’s touchpoints. This is where a sales pipeline can function well.

A sales pipeline contains all the different stages that your prospects go through in their buying process. A pipeline shows what deals your sales representatives are currently handling and at what stage of the sales process your prospects are.

The sales pipeline is the final hurdle for your team to handle. Creating even a tiny mistake might compromise the entire buying journey. By automating your pipeline management, your sales team can focus on the actual selling, identify stages at which you’re losing the most leads, and eventually help you determine where to make changes.

Key Takeaway

Not taking the brave step to go beyond manual can hurt your business more than you ever realize. Furthermore, automating the critical aspects of your business can be an intimidating journey. That is why having a tool to help you with your journey is essential.

Saphyte, a UAE homegrown business operating out of Dubai, aims to help businesses – no matter the size, drive digital transformation through local support, zero implementation fees, competitive subscription models, and advanced CRM ecosystem technology.

Saphyte aims to streamline corporate, marketing, and sales activities without having to break the bank. Create your blueprint today, partner up with Saphyte, and have a better business tomorrow.

Contact us today to book a free demo or start your free trial immediately.

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6 Email Marketing Tips in the Digital Era

3 min read

Wondering how to email leads and customers to help you reach your marketing objectives and goals quickly? Check out our six email marketing tips to get you started.

Email remains as one of the powerful platforms companies can work with to engage potential customers as well as existing ones. Contrary to popular belief, it is still one of the most effective lead generation machines for companies. In fact, in 2019, there were about 3.9 billion email users, according to Statista. This is set to grow to 4.3 billion users in 2023.

What do these numbers mean? These numbers signify that more and more people will continue to use emails as a way to communicate with other people— and that includes businesses. And as long as there are email users, the potential for sales remains in the platform.

So how can you engage leads and customers through email? What can you do to increase their chances of opening your email and click on your CTAs? Here are six email marketing tips that you can use in the digital era:

1. Know your goal

It’s easier said than done. But knowing your goal is one of the most important parts of a good email marketing strategy. The next steps that you are going to take will be based on your sales and marketing goal.

Examples of email marketing goals are:

To have an increased open rate

To have an improved click rate

To have an increased monthly sales

To establish brand awareness

To automate the campaign

To personalize the customer journey

To connect with subscribers

To ensure the emails are accessible

To interact with readers

These are just some of the examples of email marketing goals. As a business, you need to determine what you want to achieve at the end of the day and why email marketing is the best way to get that.

Check out how you can let a software perform your email marketing campaigns for you, so you can focus on more important tasks.
2. Use tools for automation

In the digital world, tasks that are performed manually are frowned upon. These boring, repetitive tasks have no place in a world where tech is readily available. To save yourself some time, energy, and resources, make use of tools such as digital ecosystems or CRMs that allow you to automate email marketing tasks.

What do these tools do?

They allow you to gather information from your leads, such as their name, address, email address, and mobile phone number so you can engage with them anytime.

You can automate your workflows. For example, you can set up the software to launch an email marketing campaign when a specific condition is triggered (e.g. when a website visitor signs up for a newsletter or when a customer made a recent purchase).

You can track the user’s journey based on historical transactions.

You can gather data about your campaign and perform adjustments to make your campaign more successful.

3. Make data-driven decisions

The world is full of data— and so are businesses. This means that anything that goes in and out of the business can be interpreted as data. And you can analyze this data to measure your business performance.

When a business understands data and knows how to make data-driven decisions, it tends to perform better. It knows which actions to continue and which actions to stop. In the context of marketing campaigns, data lets you know which specific email is performing well and which one is a dud.

This tells you what content you should release, when you should release it, and who is more likely going to respond well with that specific content— allowing you to optimize the campaign and avoid wasting resources on those that are doomed to fail from the start.

4. Make use of the power of brand identity

Brand identity is often defined by what people “see” in your brand that makes it distinguishable from the other brands. Elements such as your color, design, and logo would make an impression on your readers’ minds.

Even with email, your brand identity has the power to win or lose potential customers. So make sure what people “see” in your email is consistent with your brand identity and is optimized to encourage readers to take the desired action.

5. Always “go mobile”

Always make sure your emails are mobile-friendly. Why? Because according to reports, around 47% of people use a mobile application when checking their email. That’s about half the potential market— and 81% of these half prefer to open emails using their smartphones.

You don’t want to lose this number of people because your emails weren’t optimized for mobile users. So always make sure that your campaigns— your email marketing campaigns— are good for mobile-phone users.

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6. Prioritize customer retention

Customer retention is one of the most important business goals now. With the environment nowadays, it’s easy for customers to check what your competition is offering and switch loyalty to them. To avoid this, always keep customer retention in mind when establishing sales goals.

In email marketing, customer retention can be done by sending emails that are designed to impact customers’ lives and provide valuable information through personalization. Some retention strategies include providing incentives to customers that stay and continue to make purchases.

Prioritizing customer retention can reward you massively. According to studies, loyal customers can comprise as much as 80% of your sales.

Additionally, it’s easier and it also costs less to make customers stay than acquire new ones.

Want to know more about email marketing automation?

Book a free demo here or get started here!

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5 Ways Business Automation Benefit Sales Teams

2 min read

Business automation is an emerging concept that is slowly transforming the way sales teams operate around the world. Find out how it does this in five ways.

Nurturing leads, prospects, and customers can be a time-consuming process.

But it doesn’t have to be. With business automation, companies can fast-track tasks such as:

Lead generation

Lead conversion

Building customer loyalty

Pipeline management

Sales promotion

But not many companies are familiar with this. Often, they get stuck with old, outdated methods that can be draining to the sales team— and not to mention, costly.

So what are the ways businesses can benefit from business automation? How can this transform sales teams in particular?  Read on to find out.

What are automated sales?

Sales automation is the process of planning and executing a strategy that encourages the increase in sales with the least amount of work possible. Tasks such as those mentioned above— lead generation, lead conversion, and etc. — are streamlined and automated using a software to maximize the productivity of the sales team.

As a result, the sales team won’t have to manually implement boring, repetitive tasks and can instead focus on those that are yet to be automated. This helps finish tasks earlier, allowing companies to achieve sales goals faster.

How do you do business automation?

The easiest way to automate sales tasks is through the use of software. Digital ecosystems and CRMs that can do sales automation often allow sales teams to plan certain workflows and let the software execute them. For example:

Capturing data from leads – Some CRMs can set up your website and landing pages to gather data from leads. For example, when a potential customer visits your website, they can be prompted to fill out a form in exchange for a lead magnet (a document, video, template, information that the website visitor might be interested in, etc.)

Your landing pages can be your lead generation machine

Scoring leads to determine who to prioritize – You can automate your software to score your leads for you. You can set up the rules that would allow the system to determine which leads have the most potential to progress into a closed sale.

Send targeted content to leads and customers – You can also automate your email marketing strategy and let your software send engaging content to new leads, prospects, and even to customers that have stayed with you for a long time.

Schedule calls and meetings – Make your software act like it’s your personal assistant. Some CRMs can remind you automatically of important calls, meetings, and appointments with prospects.

To do all these, of course you have to subscribe to a service of a CRM provider. Some can offer it for free, while other important features can only be availed of in premium.

Check out how you can improve your company workflows with digital ecosystems and CRMs
Benefits of Automation to Sales Teams

Here are five ways business automation benefit sales teams:

It helps them generate more leads and manage them well

More leads can be converted into customers

It reduces sales cycles

It empowers sales teams to be more mobile

It helps reduce employee turnover

It helps them generate more leads and manage them well

Gathering data from leads can be done without manual efforts using automation. All sales teams have to do is leave lead capturing to the software and focus on tasks that are yet to be automated. No more boring, repetitive tasks from now on.

More leads can be converted into customers

With efficiency and speed, more leads can be converted sooner into customers, securing them first before the competition gets them. With enough data, it’s also easier for the sales team to convince them to take the desired action— like making their first purchase.

It reduces sales cycles

With all the tools and data at the sales team’s disposal, sales cycles are drastically reduced as they now know who to focus first and what to do to fulfill the needs of the prospect.

It empowers sales teams to be more mobile

With the cloud-based centralized platform, sales teams can coordinate with each other no matter where they are, around the world— making them more mobile while not losing power and efficiency.

Empower your sales team to coordinate with each other using one centralized platform
It helps reduce employee turnover

Happier employees are more productive and fulfilled, which means less chances of them leaving your company so you won’t have to spend thousands of dollars on training for nothing. Remember, it’s much cheaper to retain an employee than to hire new ones.

Transform your sales team now

Talk to our support team to get started or get a demo for free!

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LEVERAGING LANDING PAGES TO SUCCESSFULLY TARGET CUSTOMERS

4 min read

The stages of building your online presence and your business are both terrifying and exhilarating.

It’s exhilarating and thrilling to watch your business grow. It’s exciting to see your site visitors and social media numbers grow. However, it can be terrifying at the same time because you’re also learning how to leverage your website to turn site visits into profits, and that can be daunting if you’re new to the whole process.

In this article, you’ll take a closer look at how you can effectively use landing pages to generate customers, no matter what type of business you have. And by the end of this article, you will take what you’ve learned and use it to improve the revenues of your business.

What are Landing Pages?

A landing page is a standalone web page in digital marketing explicitly created for marketing campaigns. Unlike web pages, landing pages are built for a single focus or goal. The goal for the site is for site “visitors” to click or respond to your strategically placed call-to-action buttons.

This characteristic of a landing page is why it’s the best option to increase your marketing campaigns’ conversion rates, lower your actual cost of acquiring a lead or sale, and target your customers effectively. Landing pages make an effective marketing tool because a person’s attention span can only hold up to 8-seconds, less than that of a goldfish. A landing page is simple and straightforward, and customers won’t be bored trying to explore around and eventually leave the page and leave you with nothing.

How Landing Pages can Effectively Target Customers

Targeted landing pages are customized and customer-voice type of landing pages used to drive specific customer personas, whether from organic posting or through paid advertising. Organizations that use landing pages see an increase in leads by 55% when they increase their landing pages number from 10 to 15.

Landing pages, specifically customer-targeted ones, offer more explicit information about a particular digital product or service designed to make convincing reasoning for that potential customer to convert into an actual paying one.

Benefits of Targeted Landing Pages for your Business

Landing pages have the potential to take your business to the next level. Here are some of the most notable benefits of targeted landing pages for your business.  

Improves Conversion Rates Impressively

According to a study by Insightera, account-based marketing can convert four times more traffic than other generic marketing towards wider audience bases.

Account-based marketing is an event in which you customize your marketing strategy based on a specific type of consumer.

Let that sink in for a moment — personalizing your marketing strategy with targeted landing pages can draw up to four times more conversions than a mere generic marketing approach. That number alone makes the extra legwork well worth it. Don’t you agree?

Reach More Audiences on a Personal Level

By segmenting your landing pages, you can reach different audiences and find ways to speak to them the best. A landing page is a great way to talk with your customers as landing page copies are short and straight-to-the-point.

Landing pages can address the different needs and interests in various aspects of your product or services. A single landing page can highlight the parts that appeal to your audience in separate targeted landing pages.

Significant Improvement with SEO

Building targeted landing pages on your site can give a massive boost to your Search Engine Optimization (SEO) efforts. Targeted landing pages allow you to create more possibilities, add more keywords and use those keywords effectively to drive traffic to your website. Eventually, effectively you are drawing potential customers to your site and engaging them for a significant amount of time. The more engaged your site visitors are, the more visible your site will become for future potential customers seeking the same kinds of products or services you offer.

How you can Effectively Implement Targeted Landing Pages on Your Site
Build a Well-Designed Page

Never underestimate the potential of a well-designed landing page for converting purchases. Well-designed targeted landing pages should have plenty of white space and should never look too crowded or too wordy. You should incorporate images and only call-to-action buttons.

Write a Captivating Headline and Page Title

In digital marketing, content is always king. Ensure that your potential customer can quickly turn their heads to your headline and title of your landing page, and your page’s body should entail a short highlight of the benefits of your products.

The aim of your landing page must be precise —both from the title and from the headline. You want to guarantee that your potential customers landing on the page know what your product can do for them and feel convinced that they need your product today.

Put your Call-to-Action Buttons on the Spotlight

Your targeted landing pages’ call-to-action (CTA) buttons must be strategically placed and are clear to your customer’s viewing journey. The key to increasing your numbers in purchases or converts is placing your call-to-action buttons strategically because more than 90% of your visitors who read your headline also read your call-to-action copy. Even HubSpot found that anchor text CTAs have seen an increased conversion rate by 121%. So put your call-to-action buttons in the spotlight and use them effectively.

How Saphyte can Help you Implement your Landing Pages Effectively

Having a digital ecosystem partner to help you leverage the landing pages’ potential is a great business asset. A system like Saphyte can help you reach that goal with minimal effort and for a price that won’t break the bank.

Here are some of the most notable features of Saphyte that you can use.

Landing Page Builder

Landing pages are the most incredible lead generation machines for businesses. Creating these pages and storing data to your CRM takes many steps… until Saphyte’s Landing Page builder.

You can now build your landing page for your lead generation activities while seamlessly storing customer information into the system. With templates that fit like a glove, you can take your pick of the system’s templates, edit-as-you-go, and have creative designs in minutes.

Don’t have the proper technical experience, or perhaps hiring an in-house developer isn’t up to your budget yet? Then, you don’t have to worry. Saphyte’s Landing Page Builder, you can publish your pages within minutes.

Automated Workflows

Want to automate your workflows and enjoy not having to put in the extra legwork? Saphyte’s workflow automation, you can perform and automate your email marketing, lead generation, and other workflow automation tasks and get your business busy grinding and winning.

Saphyte Forms

With this latest feature, you can condition and position your business for success through effective customer profiling. Saphyte forms allow you to build essential customer intelligence as easily as 1,2 and 3 by acquiring, organizing, updating, and tracking customer intelligence. When done the right way, the data from your web forms can serve as the bridge to building out relevant and robust customer profiles.

Saphyte’s CRM is just a Bonus

The CRM feature of Saphyte is just a bonus to all these features. Having a central data repository and a place to perform all your sales, marketing, and admin tasks is Saphyte’s core function. You won’t have to spend so much time scouring through a mountain pile of files, switching from one platform to another and saving time and human resources as you go along.

Key Takeaway

Creating your customer profiles to target your customers effectively is a daunting process. But, if you have a reliable digital ecosystem partner to rely upon, you can be confident in your lead generation efforts.

Ready to leverage your landing pages and crunch up your numbers?

Contact us today to book a free demo or start your free trial now.

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How to Effectively Use your Customer Data to Get Selling

3 min read

Selling your products all over the web has become more intense. Gone are the days where you can just aggressively put out vibrant ads and just put content out there. Now, customers expect companies to be more “consumer-conscious” and personalize the services according to what they want or need.

According to a survey, 91% of consumers say they are more likely to shop with companies or brands that provide offers and relevant recommendations. Another survey stated that 84% of consumers say that when businesses treat them like a person, not a number, it’s easy to win them over.

How can you start selling effectively to your customers?

Selling to your customers is not like sucker-punching like a mad man to get them to buy your product or service. For your business to sell well, you need customer data – a hefty amount of customer data.

Customer data enhances your customer understanding, and 88% of marketers can agree to that statement. Marketers use 66% of marketing data to make better and targeted offers, messages, and content. A study conducted by Forbes has also proven that companies who adopt data-driven will more likely have an advantage over their competition, increase their profitability, and be six times more likely to be profitable year-over-year.

Customer data is the key that unlocks endless possibilities for your business. That is why you need all the help you can get, and you can get that through social and web forms.

Tap the Potential of Customer Data through Social and Web Forms

We are all too familiar with web forms as we encounter them daily – almost. We can see them in landing pages, retail or e-commerce sites, or even websites. To fully tap the potential of your customer data, you will need to employ the power of social and web forms for your data-gathering efforts.

Web forms, such as contact forms, shipping forms, surveys, registration forms, and quizzes, are used for several reasons: either complete an order, keep an eye on your customer’s personal information, or obtain lead information. Web forms can also help marketers and salespeople increase conversions by guiding potential customers through their lead flow process.

This process happens when a “lead” visits your site and submits their personal information in return for something – like products, services, or free trials. Once a lead fills out a web form, it’s then sent to your respective servers for processing.

Why you should Create Web and Social Forms

Web and social forms allow you to gather and manage information quickly and efficiently because they’re usually embedded in your website, making it easy for your leads to give out personal information.

Once they (your leads) complete a form on your website, their information is automatically stored until it’s ready for use. Web forms are essential tools for businesses as they are used to obtain the information they need to perform customer-centric sales or lead nurturing activities.

Benefits of Web and Social Forms

Web and social forms, the primary function is to capture information from your prospects, customers, suppliers, and partners. To explain how these forms work, here are some of the benefits you can take advantage of from this functionality in your everyday work.

Save money on digital integration costs and reduce manual work.

Initiate communication with visitors to your webpage.

Automate your lead nurturing activities.

Ensure data quality.

Send relevant and better-targeted communication – marketing and sales-wise.

Collect GDPR-related consents.

The Role of a Digital Ecosystem

A digital ecosystem is a dynamic, interconnected network that compels reliable communication among its customers and partners. An ecosystem consists of an adaptive, connected network of features that give a holistic approach to streamlining business processes and efficiently managing customer relationships.

One of the best features of a digital ecosystem is building lead generation tools like that of forms inside the application to tap into its potential. A digital ecosystem, like Saphyte, can undoubtedly transform your web and social form experience in three ways.

Create Forms even Without Prior Technical Knowledge

You don’t have to know HTML or CSS to design, create, and publish customized web forms with Saphyte. There are plenty of templates to go around. All you have to do is choose a template, edit-as-you-go, and integrate the forms to your marketing channel of choice.

Importing Data with Ease is an Added Bonus

Web forms created via Saphyte allow you to free up more time and make better sales opportunities. The system itself automates the importing of customer data from websites or your Facebook page straight to your database, thus, removing the need to re-type the information into the CRM system.

Crucial Information at your Fingertips

Since Saphyte is designed to help your business build solid and meaningful relationships with your prospects and customers. The web forms are hooked into the system and allow you quickly get hold of any visitor’s details, eventually allowing you to start responding to and nurturing your leads automatically!

Saphyte’s Features to Get Your Hands On

Saphyte, just like any other digital ecosystem, is built with sales and marketing tools to make your business more streamlined, effective, and efficient. Here are some of the features you can use for that very purpose.

Web and Facebook Forms

Automate some of your manual tasks and capture data that truly matters to your business and your sales team. You can now maximize your landing pages or Facebook account with this feature.

Saphyte forms allow you to acquire vital customer intelligence as easily as 1,2 and 3. Making your acquiring, organizing, updating, and tracking customer intelligence easy and breezy. When done the right way, the data from your web forms can serve as the bridge to building out relevant and robust customer profiles and make way for personalizing content.

Landing Page Builder

Landing pages are the most incredible lead generation machines for your business. You can create pages and seamlessly store data to the system without the extra legwork. With templates that fit like a glove and a cost-friendly solution, you can now maximize the power of your landing pages and make cost-efficient lead generation efforts.

Centralized Data for Better Segmentation and Organization

With Saphyte, the security, segmentation, and organization of your valuable customer data is a bonus. You can now avoid facing a faceless audience and build meaningful relationships with your potential customer through quality data.

Key Takeaway

Selling in the digital space might require much legwork, but with the help of an ecosystem like Saphyte, you can do so much more.

Are you ready to effectively sell in the digital space?

Have a reliable digital solutions partner that you can rely upon. Contact us today to book a free demo or start your free trial now.

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5 Ways Live Chats Transform Businesses

3 min read

Live chats are the new cool way to gain leads and convert them into customers. Find out how this technology can transform your business.

Ever visited a business website and wish someone is there live to chat with you? Turns out it’s common nowadays for consumers to chat with businesses and expect a response in real-time. This new consumer habit is forcing companies to change how they communicate with customers. For many companies, setting up live chats on business websites is no longer a luxury, but a necessity.

But before we discuss how you can benefit from live chats and how to have one for yourself, here are some important stats about live chats.

What you should know:

More than 41% of customers expect your website to have a live chat. For mobile users, this increases to 50%.

Around 42% of customers prefer live chat versus 23% for email, and 16% for social media.

Today, there’s only around 9% of companies that use live chat on their website.

Around 38% of consumers are more likely to buy from a business that offers live chat support.

About 79% of businesses report that implementing live chat helped them achieve customer loyalty, increased sales, and better revenue.

Live chats also helped companies achieve a 3.84% increase in conversion rates and a 6% overall improvement in revenue.

More importantly, website visitors that use your live chat to talk to you are usually a good indication that they’re willing to pay more for your products and services. They’re estimated to be worth 4.5 times more than visitors that don’t use your live chat.

What is a live chat?

Ever visited a website where a small chat box (often located in the lower right corner of your screen) popped up to greet you? It usually says there “Hi! I’m [insert name of rep]. I’m ready to answer your questions.” Some live chats also say “Hey there! We’re here to help. Let us know if you have any questions.”

Live chats are just like the regular chat rooms or chat boxes that people use to communicate with others— except that here, in this case, it’s an active 24/7 chat box that addresses any customer’s questions or concerns right away. A live agent or sales rep may be chatting with you— some use artificial intelligence that detects keywords and responds accordingly.

In summary, they allow customers to communicate with customer service representatives in real-time via their browsers, rather than having to interact with a representative on the phone.

Benefits of live chat
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Here are some benefits of implementing live chat:

Create more valuable qualified leads

Improve customer satisfaction

Reduce customer churn

Provide personalized support

Enhance customer loyalty

Reduce operational costs

Create more valuable qualified leads

Customers engage you through the live chat app for plenty of reasons— they might be inquiring about a specific product or service or about a promo they’ve seen on any of your marketing channels.

No matter what the concern of your website visitor is, that person is a valuable potential customer. And any prospect could turn into a loyal customer for your business. In fact, as mentioned earlier in the stats, website visitors that contact you via live chat apps are estimated to be worth 4.5 times more than visitors that don’t use your live chat.

You can then use their contact information to engage them later on and/or include them in your drip email marketing.

Read more: How to Create Your First Email Campaign as a Manufacturing Company

Improve customer satisfaction and enhance customer loyalty

A real-time update to supply the customer’s needed information and a fast response to a problem or concern are guaranteed to improve customer satisfaction.

Not only does real-time updates help leads become customers quick, they also boost customer loyalty, which allows for repeat purchases in the future and encourage referrals. Overall, these would increase your sales.

Reduce customer churn

One of the challenges that businesses face is when customers leave and choose to buy from competitors. There are many reasons why customers do this— they’re probably dissatisfied with your product/service, your competitors offer better prices, or they have trouble using your product or reaching out to you for concerns.

To address all these quickly, a 24/7 live chat would give customers the impression that you’re always available to provide solutions and address their concerns with your product/service.

Provide personalized support

Personalized support is what customers expect every business to give nowadays. And live chats allow you to do that.

They let potential customers and existing ones to specify what they need from you— letting you provide the information, product, or service that they specifically need. A personalized support also lets you stand out from the competition.

Check out how this consultancy company makes use of CRM to provide personalized support to their customers.
Reduce operational costs

When you integrate the live chat app into a CRM system, it lets you centralize the operation and remove duplicate content and double work.

CRM systems let you track your previous engagements with a specific lead or customer, and it lets you continue where you have last left off. This provide a sense of continuity and eliminate annoying repetition. Plus, you get to enjoy the features of your CRM like automation so you won’t have to do things manually again.

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Start enjoying the benefits of live chat apps. Get started here and we’ll show you how it’s done. Also click here if you want our sales reps to demo it for free.

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Read more: Changing Gears with Saphyte’s Digital Ecosystem

5 Best Practices for Insurance CRM

4 min read

Insurance companies have seen an increase in relevance lately. With the COVID-19 pandemic, their products and services are used to cancel or at least mitigate the impact of the virus to the lives and businesses of their customers. This means an increase in customers, or at least, the need to increase the number of insurance policyholders to cushion the impact of rising medical costs to insurers.

But the increase in customers could challenge the existing practices of insurance companies. What’s more, when customers are dissatisfied with the level of service they receive during the pandemic, their impression about the company could last even after this global crisis. That’s why it’s important for businesses to consider their strategy in approaching the market during these times, as it could determine their success in the future.

So what role do insurance CRMs play in the marketfield right now? Why is it necessary for businesses to create a CRM strategy? What could they do to maximize their CRMs?

What is an insurance CRM

An insurance CRM is a software designed and developed to streamline the work processes of insurance companies. Their features are made to make the tasks of insurance companies— particularly those sales and marketing-related— more efficient.

Tasks such as lead generation, lead and customer engagement, and lead and client management usually follow a specific workflow. With insurance CRM’s automation features, these tasks can be cut short or at best, eliminated, with the CRM “working for the company like a trusty assistant.”

Insurance CRMs are also known for increasing teams’ productivity, reducing companies’ operational costs, and driving sales growth. When used properly, they could give companies competitive advantage and could lead them to long-term success.

Role of CRMs in Insurance Industry

Insurance companies need to regularly get customers (or policyholders) to succeed. This helps increase the pool of resources and mitigate the risk for all policyholders. They also need to encourage existing customers to pay on time and even avail of other products and services through cross-selling or upselling.

What CRMs do is help sales and marketing teams of insurance companies perform all their tasks quickly and more efficiently. For example, sending out promotional emails can be done towards targeted segments through CRM’s automation features. Meaning, in just a few clicks, customized promotional emails will be sent to targeted leads, depending on the stage they are in during the buyer’s journey.

CRMs also help insurance companies with the documentation— pictures, important information, contracts— which are necessary to verify policyholders’ identities and for insurance companies to conform to legal processes.

In fact, in 2020, CRM in the Banking, Financial Services and Insurance (BFSI) industry is worth $12.86 billion globally. They are primarily used for Marketing and Sales Automation, Customer Management, Lead Generation and Customer Retention, Customer Support and Contact Centre, and Analytics.



A proper and automated system for documentation and analytics is the future for insurance companies

A proper and automated system for documentation and analytics is the future for insurance companies.

Five Best Practices for Insurance Companies

Below are five best practices for insurance companies:

Gathering more customer information to improve personalization of product offerings

Delivering timely and responsive services

Being tenacious — managing rejections and identifying sales opportunities

Understanding your position as an insurance agent — and that of your client’s

Practicing innovation and exploring new ways to engage leads and customers

1. Gathering more customer information to improve personalization of product offerings

One important thing that businesses must do is gain a deeper insight about what their customers like, need, or are potentially interested in. This can only be done smoothly when the business has a system to follow. To make it look less intrusive, businesses are advised to send out forms for their customers to fill out in exchange for a benefit— like a product discount or even a freebie.

When the business gains important data from their customers, this data can be used to generate analytics and form a more accurate buyer persona. It helps them personalize their product and service selections and future engagements with their customers.

2. Delivering timely and responsive services

In business, time is of the essence. Any delay can cause customers to stop buying from you and turn to your competitors for help. To deliver timely and responsive services, businesses must always be on their toes serving customers what they need even before they ask for it. This also applies to leads— some just need a little nudge, a little reminder, or persuasive message to make their first purchase.

Here, it is highly suggested for businesses to use CRMs and other tools to have a “round-the-clock, reliable assistant” that reminds you of what needs to be done or even automates your tasks for you (meaning, they can do your tasks for you on schedule or when certain conditions are met) without having to be reminded. This is a groundbreaking technology that provides companies a competitive edge that they should not miss out on.

CRMs can send personalized messages to target customer segments on schedule or upon triggering certain conditions (such as when a lead makes their first purchase or when a lead subscribes to the newsletter).
3. Being tenacious — managing rejections and identifying sales opportunities

In business, some “no’s” might eventually become “yes’s” and these are what insurance agents should keep in mind. As long as a lead is willing to be part of your newsletters, keep them informed of what your products and services can do for them— how they would benefit them and how they’d be needing them in the future.

Cover stories about how some customer’s insurance premium helped them navigate a world looming in uncertainty— and how it would help them traverse the post-pandemic world. Show them how your products provide value to the lives of “real people” and how they could be part of these people in the future.

Remember, a persuasive content or material could be the only step remaining for a lead to finally convert into a customer.

4. Understanding your position as an insurance agent — and that of your client’s

Sometimes insurance agents miss out on sales opportunities because they’re too sales-driven. Remember to put clients first, before sales quotas. And this begins with understanding your positions as an insurance agent and that of the client’s.

Determine how you should frame the value of your products and services and how it would impact the life of the client. Identify what the client needs, how much they can afford, what they prefer to do in the short-run and in the long-run, and what they prioritize right now.

This helps you trim down your action plan into something more simple yet beneficial to the client. This eventually translates into excellent service— one that the customer would definitely recommend to others.

5. Practicing innovation and exploring new ways to engage leads and customers

As the world is shaped and reshaped by technology, insurance companies must find new ways to engage potential customers as well as existing ones. This means that companies in this industry must be keen in innovating, integrating technology into their workflows, and create fresh and impactful ways of improving the customer experience and welfare.

This starts with investing more in their own research and development, or by partnering with third-party software companies and drafting a blueprint that provides the company more edge in online engagement and in other non-traditional channels.

Find out how you can be more with an insurance CRM

Get started here. Talk to our support team for free. Or ask for a free demo.

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Fresh Saphyte Highlights for April

2 min read

Ramadan Kareem! Ramadan season has already begun, and workdays has become shorter, yet the demands of our workloads remain the same. Saphyte has been hard at work in bringing excellent service for our customers. Despite the shorter hours due to Ramadan, we strive to bring you the best features to maximize work with less effort.  

Ramadan Kareem! Ramadan season has already begun, and workdays has become shorter, yet the demands of our workloads remain the same. Saphyte has been hard at work in bringing excellent service for our customers. Despite the shorter hours due to Ramadan, we strive to bring you the best features to maximize work with less effort.  

Curious as to what Saphyte has been up to this April? Here are our favorite highlights for the month of April.

Highlight of the month
Saphyte Forms 

With this latest feature you can condition and position your business for success through effective customer profiling. Saphyte forms allow you to build essential customer intelligence as easy as 1,2, and 3 by acquiring, organizing, updating, and tracking customer intelligence easily. When done the right way, the data from your web forms can serve as the bridge to building out strong and relevant customer profiles.

Customer Profiling with Saphyte Forms

Ready to make a difference with your business position? Here’s how you can get started.

Top features of the Month

With shorter working hours due to the observance of Ramadan, you may be wondering how your workload will keep up. With these features, you can optimize your working day with the use of our multiple automation tools available within the Saphyte Ecosystem.

Business Automation

Get the wheels turning and your gears running even if you’re out of the office. With Saphyte’s business automation tools, including workflow automations, you can execute and automate your email marketing, lead generation, and other workflow automation tasks and get your business busy grinding and winning.

Read More about Business Automation

Marketing Automation

Even if you’re away, don’t lose focus on what is important – your customers. Acquiring leads and customers and retaining them is equally hard. The moment you lose the momentum, you also lose the opportunity to win them over.

Don’t miss a single beat. With Saphyte’s Marketing Automation feature you can automate your marketing processes and gain more value for your business even if you’re away.

Read More about Marketing Automation

Sales Automation

Knowing how to approach your customers is the first step of winning them. With sales automation tools such as lead scoring you can better understand your customers and accommodate their needs. By understanding your customers better, you communicate clearly with them, and personalize the experience for them. Having all of these elements in one conversation is a sure win for your customer and your business.

 Read More about Sales Automation

What our Clients have to say

Hear the latest from our satisfied clients.

Read More

Top picks of the month
Employee Advocacy: 2021 Awards

We just don’t advocate for better business solutions, but we also advocate for Saphyte’s employees. These awards are just a reflection of the dedication of Saphyte’s team to bring better and more streamlined solutions for businesses across the UAE and the world.

Read More

The Rise of Digital Ecosystems

Companies now face an urgent choice: to either go digital or go bust. Hence, the rise of the digital ecosystem and more streamlined solutions are taking place. An ecosystem holds immense potential for businesses as they reposition towards a newer and better way to do business.

Read the Blog

Local CRM for Middle Eastern Companies

Priming your business for the better this 2021 – and the future – can be rocky without help. Saphyte, a local CRM for Middle Eastern companies is here to disrupt the norm, but all for the better. Want to know more about this local CRM? Here’s a guide for you, on the house!

Download E-Guide

Wrapping Things Up

April has been an amazing month for Saphyte, and we are still looking forward in creating endless possibilities for our customers and clients. Keep your eyes peeled with the latest news by subscribing to our monthly newsletters.

Saphyte, bringing business solutions with a click.

Send automated emails now

Level up as a manufacturing company and start generating leads for your business now through automated emails. Book a demo with our sales team now and see how our CRM can help you grow.

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B2B Software Providers: Driving Growth Using Sales CRM

3 min read

Every business is faced with a challenge. It may come in the form of getting more customers to increase their sales, managing client information, keeping track of deals, monitoring sales performances, team communication, and collaboration, etc.

For Business-to-Business (B2B) software providers, these are business opportunities. With every sales need, B2B software providers create and develop solutions in the form of software (apps, extensions, add-ons) to fix business problems, help them achieve efficiency, and prevent unnecessary costs.

But B2B software providers themselves are not immune from getting these types of challenges. And instead of creating their own solutions, which can be costly to develop and maintain on their own, getting a third-party solution provider may be a more strategic alternative.

What is B2B Sales CRM?

B2B Customer Relationship Management refers to the type of software that incorporates principles and strategies that help B2B companies manage business relationships with existing and potential customers. It seeks to enhance companies’ approach to establishing long-term profitable relationships with leads and clients.

A B2B sales CRM is a software that is designed and developed for sales. It has all the features necessary for companies to efficiently run their sales processes— right from acquiring leads down to running campaigns to get existing customers to buy again (repeat purchases) — and drive growth in the end.

CRMs help you personalize your interaction with your leads, prospects and customers and win their TRUST at the end of the day.

You may be interested in: What is an online CRM?

What is the best CRM for Sales?

What is “best” can vary from user to user. That’s why it’s important to first identify your needs and check whether the solution a provider is offering would fit those needs.

But below is a list of all-in-one CRMs that are best for sales:

Saphyte

Zoho CRM

Salesforce Sales Cloud

Bitrix24

Pipedrive

Ontraport

Nimble

Nutshell

Advantages of Sales CRM for B2B Companies

Manage potential and existing customers

Is your lead and client documentation disorganized? Do you find it hard to keep track of which client needs what? CRMs are exactly designed to help you record your interactions with certain clients, make notes of each client needs, and attach documents necessary for each client. So that each time a sales rep interacts with a client, the sales representative won’t have to scramble looking for previous records to know where they last left off.

What’s more is that users can also create and manage these records wherever they are, giving companies more mobility over their transactions with potential and existing clients.

CRMs allow companies’ team members that are scattered, all over the globe, to consolidate tasks, track members, and monitor their progress with ease.

Capture potential customers for more sales

Customers keep the business running. That’s why businesses need to ensure that more and more people discover the business and buy from it. The process of acquiring or capturing potential customers is called lead generation.

But acquiring leads can be tiring, time-consuming, and expensive. That’s why businesses should find ways to make this process more efficient. For example, if a business has a website or an online channel where they engage potential customers, they should make use of their landing pages to capture information from interested visitors.

This can be done through Landing Page Builders in CRMs. These landing pages can prompt website visitors to fill out a form. The details in the form can be used by the business to engage with these prospects and encourage them to make their first purchase.

CRMs can help you build out your own landing pages and drive traffic with simple call to actions

Improve customer experience

When businesses are able to keep records of customers and pull them out anytime efficiently, it helps them serve their customers better by providing personalized interaction.

Personalized interactions mean that customers’ needs and preferences are taken into account every time a sales rep engages with them. This reduces “redundant behaviors” such as asking their customers for information again, asking again about what they need and want, or asking them to send documents again.

Having a systematic organization about their customers through the CRM also helps businesses communicate with them better by sending only relevant information. For example, when businesses send emails for promotion (or to encourage recipients to buy their products and services), CRMs’ database informs businesses which email to send to whom. In the end, customers will only get promotional messages that are targetive, and are relevant to their needs and preferences.

Increasing sales through emails

Emails are one of the most used forms of marketing. They can give you ROIs as high as 4000%. What’s more, is that this can be fully automated using CRMs, so your sales reps won’t have to craft an email for each client.

Drip email marketing lets you engage customers right from the start, and keep reminding them of your business value with minimal effort.

Explore What a CRM Can Do For You

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