mobile crm

Mobile Sales Mastery: Selling Anytime, Anywhere

3 min read

In a world where business landscapes constantly evolve, adaptability has become the cornerstone of success. Nowhere is this more apparent than in the realm of sales. Gone are the days when a salesperson’s office was confined to four walls, and the battleground of deals could only be found in face-to-face meetings or behind a desk cluttered with paperwork.

Today, the modern sales professional is not tethered to an office but equipped with a powerful weapon: mobility. The concept of mobile sales has ushered in a new era, transforming the way products and services are sold.

It’s a paradigm shift that has disrupted the traditional sales playbook and is rewriting the rules of engagement. Read on to learn more about the art of Mobile Sales Mastery, where you can sell anytime, anywhere.

The Rise of Mobile Sales

The mobile revolution isn’t just about the latest smartphones or trendy apps––it’s a profound shift in how businesses approach sales.

According to recent statistics, over 90% of adults own a mobile phone, and the average American spends nearly 3 hours on their smartphone daily. This presents an unprecedented opportunity for businesses to reach potential customers unimaginably.

Benefits of Mobile Sales

Mobile sales offer many advantages, both for sales professionals and customers alike. First and foremost, it breaks down geographical barriers, allowing salespeople to connect with global prospects without leaving their current location. This saves time and opens doors to a broader customer base.

Moreover, mobile sales empower sales reps with real-time access to crucial data. Imagine having the entire customer history, preferences, and purchasing patterns at your fingertips while meeting a client. Thanks to mobile CRM (Customer Relationship Management) systems, it’s no longer science fiction but a reality.

Tools and Technologies for Mobile Sales

To embark on the Mobile Sales Mastery journey, harnessing the right tools and technologies is essential. Mobile sales apps have become indispensable in the arsenal of modern sales professionals.

These apps seamlessly integrate with CRM systems, enabling sales teams to manage leads, update records, and access vital information with a few taps on their mobile devices.

In addition to CRM systems, mobile payment solutions have revolutionized transactions. From secure card readers to digital wallets, these technologies enable sales reps to complete transactions swiftly and securely, all while on the go.

Building a Mobile-Friendly Sales Strategy

Achieving Mobile Sales Mastery requires more than just adopting the latest gadgets; it demands a strategic shift. Crafting a mobile-friendly sales strategy is essential to maximize the benefits of mobility.

  1. User-Centric Approach: Understand your customers’ mobile behaviors and preferences. Tailor your sales approach to provide a seamless and user-friendly experience.
  2. Mobile-Optimized Content: Ensure your marketing materials, presentations, and websites are optimized for mobile devices. A responsive design is non-negotiable.
  3. Data Security: With excellent mobility comes great responsibility. Implement robust security measures to safeguard sensitive customer information. A data breach can be catastrophic.
  4. Training and Education: Equip your sales team with the skills and knowledge required for mobile sales success. Training should cover both the technical aspects and the art of selling digitally.
  5. Integration with CRM: Leverage the power of a CRM system with a mobile app. It’s not just about tracking leads; it’s about nurturing relationships and making data-driven decisions on the go.

Navigating Challenges and Security Concerns

Embracing mobile sales has its challenges. Security tops the list of concerns, as mobile devices can be vulnerable to data breaches and cyberattacks. Implementing robust security protocols and educating your team about mobile safety best practices is crucial.

Moreover, the fast-paced nature of mobile sales can sometimes lead to rushed decisions. Sales professionals must strike a balance between agility and thoughtful engagement. The immediacy of mobile sales doesn’t mean sacrificing the depth of customer relationships.

How CRM Helps Address the Pain Point

Now, you might be wondering how to leap into Mobile Sales Mastery and ensure you’re not just keeping up but staying ahead. Here’s where CRM systems enter the picture.

CRM systems with mobile apps empower sales teams to work on the go, access crucial data, and serve customers anytime, anywhere. They provide a centralized hub for managing leads, tracking customer interactions, and analyzing sales trends. Here’s how CRM addresses the pain points:

  1. Real-time Access: With mobile CRM, sales professionals have real-time access to customer data, allowing them to make informed decisions during sales meetings and interactions.
  2. Lead Management: CRM apps enable efficient lead management, from initial contact to conversion, ensuring no opportunities slip through the cracks.
  3. Customer Engagement: CRM systems facilitate personalized customer engagement by providing insights into preferences and past interactions.
  4. Security: Leading CRM providers prioritize data security, offering robust encryption and authentication features to protect sensitive information.
  5. Analytics and Reporting: Mobile CRM apps offer data analytics and reporting capabilities, empowering sales teams to track performance and make data-driven improvements.


In conclusion, Mobile Sales Mastery isn’t just about embracing technology; it’s about adapting to a dynamic business landscape where mobility is the key to success.

Businesses can achieve remarkable sales results by leveraging the right tools, crafting a mobile-friendly strategy, and addressing security concerns. CRM systems with mobile apps are the linchpin of this transformation, ensuring sales professionals can honestly sell anytime, anywhere.

So, are you ready to embrace the mobile sales revolution and master the art of selling on the move? The future of sales is in your hands, quite literally.

Learn more about the tools for mobile sales from our experts. Book a FREE demo below.

Curious how digital ecosystems can help improve your business?

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

Book a Demo

How Mobile Apps Drive Greater Engagement and Loyalty

2 min read

Mobile apps are revolutionizing how businesses connect with their customers, allowing them to create more engaging experiences and build stronger relationships. Businesses can leverage them to drive greater engagement and loyalty among their users.

Nowadays, mobile applications provide a unique opportunity for companies to engage with customers in ways that were not previously possible. They allow businesses to keep their brand top-of-mind by creating tailored experiences that meet customer needs and expectations.

Additionally, mobile applications can encourage repeat visits and increase user retention by offering rewards or discounts as incentives for frequent purchases or visits.

In this article, we’re going to discuss how mobile apps drive greater engagement and loyalty. Let’s get started.

How to Drive Engagement and Loyalty

Here are a few tips to drive engagement and build loyalty among customers through mobile apps:

  • Personalization: Businesses can use mobile apps to personalize the customer experience. They can do this by offering tailored content, recommendations, and offers.

    By doing this, customers feel valued and appreciated, which can lead to increased engagement and loyalty.
  • Push notifications: Push notifications can also be used to keep customers engaged and informed about your latest products, services, and promotions. This helps drive engagement and build interest in your products and services.

    However, it’s important to use push notifications sparingly. Users often find them annoying and may even cause churn out.
  • Social media integration: Integrating your mobile app with social media platforms is a great way to connect with customers and build relationships. In fact, many brands have successfully used this strategy to drive use and engagement rates.

    This also allows customers to act as ambassadors for the brand, sharing their experiences with your app with their friends and followers, which helps drive new users to your app.
  • Live chat: Live chats are a great way to provide customer support and answer questions in real-time. By providing real-time support, customers feel like they are valued, improving the customer experience and helping build customer loyalty.

Leveraging mobile applications is essential for businesses to stay competitive and maximize customer loyalty. By launching engaging apps, companies not only cater to their customer’s needs but also provide reliable customer support and create compelling campaigns on social media.

Engage your customers better

Learn more about your customers at a deeper level by using techs like CRM that allow you to effortlessly gather data about them. Automate tasks such as collecting customer information, organizing them, and making data-driven decisions out of them.

Want to try doing this in your organization? Talk to our experts. Book a FREE demo below.

Curious how digital ecosystems can help improve your business?

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

Book a Demo

What is Mobile CRM: Fundamentals and Necessities

4 min read

According to recent statistics, there are already about 3.5 billion smartphone users worldwide. And on average in the US, each adult spends 2 hours and 55 minutes on their smartphones every day. Because of this, it is never surprising that in a study, the proportion of internet traffic coming from mobile devices grew from 0.7 in 2009 to 52.99% worldwide in 2017. And having a pandemic at the beginning of 2020 definitely, made this number continue to grow. 

As a consequence of this increase in mobile adaptation, businesses strive to become more flexible in the work arrangements of their employees and their business process. And thus, instead of CRM tools in desktop applications, interests are moving into the mobile space. If in the past, going mobile is something a business can do optionally, now, it is quickly becoming a necessity.

With that, there is a need for businesses, both small and large scale, to become more educated in the field of mobile CRM. Let us explore more on this increasing trend in this article.

What is Mobile CRM

First and foremost, let us start by defining Mobile CRM. A mobile CRM refers to a version of your Customer Relationship Management (CRM) software that is accessible via your mobile device (e.g. a smartphone or a tablet). This innovation allows you to access a highly useful organizational and integrational tool in just a click on your mobile phone in real-time.

You no longer have to carry your laptops around or open your PC just to access customer information etc., because everything you need is already literally in the palm of your hand. Because of this convenience and ease of access, in Europe over 61% of companies have adopted a Mobile CRM app.

This raised the question of whether or not it is beneficial for companies to adopt a Mobile CRM version of their CRM solutions.

Benefits of Mobile CRM for Employees

Looking back five years ago, most jobs would require an employee to be present in the office to do their task. Back then the idea of working remotely has been perceived as difficult. But, with the existence of Mobile CRM and Cloud-based CRM, this has changed.

Nowadays, office employees are no longer limited to working on their desks because they can now work on the go. This is especially beneficial for those members of the sales team who travel from office to office meeting different prospects and having daily customer engagements. These field agents can benefit from mobile CRM because they can easily grab access to their schedules, work goals, daily tasks, etc., even when they are not in the office.

This does not only give employees ease and comfort but actually, research has shown that companies gain an extra 240 hours of work each year from employees using mobile CRM. Providing them access to CRM on the go, allows them to accomplish their tasks easier making them more productive than ever. Working on the go allows employees to have a certain degree of freedom and flexibility which creates a better working environment.

Because of Mobile CRM, even if your department and team members are not in the same building, or even in different countries across the globe, all of you can get easy access to the same data in a single platform. Ironically, in this pandemic and despite working remotely, business teams have been more collaborative and united because of mobile CRM.

Benefits of Mobile CRM for Large and Small Business Owners

The benefits of Mobile CRM for business owners can also not be overlooked because all of the sales processes, marketing campaigns, customer interactions, sales leads, and everything else pertaining to running your business can now be easily monitored. This is especially helpful for small business owners who have lesser manpower. Instead of hiring more people to make reports for each aspect of your business, through mobile CRM, you can easily look at the charts on the go.

Moreover, the software also keeps you on track with your business goals and targets. A compact and customizable dashboard on your mobile phone provides you a with visible to-do list. This will help you as an owner who has so many things to consider and manage to focus on what needs to be done first.

You also will not have problems with contact management because you have an integrated system on your mobile phone. Whenever you need to do phone calls to a client or business partner, you do not have to search through piles of calling cards or in your personal phonebook.

Benefits of Mobile CRM for Customers

Mobile CRM is not only beneficial to the employees, the owner, or the organization as a whole. In fact, the customers are the most benefited when a business adopts a Mobile CRM system. This is because it helps ensure that customers get the best and premium services that they deserve at all times.

The problem with doing business in the traditional means is that doing manual work takes a lot of your and your employees’ time and energy. Most often than not, you no longer have time to listen and read through your customer’s feedback. Leaving piles of important issues to address and solve unattended.

But with a Mobile CRM app, your customer representatives are more than equipped to handle customer concerns to improve customer satisfaction. First and foremost, with mobile CRM your customers can contact you where and when they choose. And then, on your end, you can instantly address each concern, segregate each subject matter, and escalate to proper departments, regardless of time and location.

With this, you can implement a 24-hour platform to address urgent concerns and queries. You will not have issues changing from one platform to the other, because you have all the platforms integrated with your mobile CRM system app. This prompt customer service will greatly contribute to your customer’s experience and ultimately customer satisfaction.

In a world where a lot of companies rely on templates in replying to their customers, having a personalized and non-robotic approach will definitely set your business apart from the others. Your mobile customers will be able to appreciate the element of human touch and would make them feel more trust in your brand.


All of these benefits in the view of different perspectives would lead your business to a stronger sales and service team, and a more accommodating and compassionate business when it comes to serving your customers. After you have made sure that your business is ready to take on the mobile demand challenge, all you need to do is to seek the right Mobile CRM provider for you.

In looking for a provider, businesses must make sure that the CRM they are looking for is scalable and flexible in meeting their business needs. Just like Saphyte CRM, whatever size or level you are in the business world, Saphyte can adapt and adjust according to your needs.

Furthermore, Saphyte CRM offers competent, efficient, and exemplary services at an affordable price. With this, Saphyte helps businesses transform digitally and adapt to the increasing mobile trend more easily. Especially since many business owners feel troubled about whether or not to invest in mobile CRM.

You may contact our customer representatives now so that you can take full advantage of the features of Mobile CRM. Our reps are ready for your questions and concerns twenty-four hours a day and seven days a week.

Remote Work, One of the Benefits of Mobile CRM

4 min read

If there is one thing that has made a significant mark in 2020 it’s the acceleration of how work is done in the future. In light of the pandemic, to keep everyone safe without interrupting the economic state of the country, businesses turned to remote work.

According to Slack, there has been a surge of 45% of knowledge workers who worked remotely during the pandemic. Another research has shown that remote work will probably stay even after COVID-19.

However, even way before the pandemic, remote work has always been there. The opportunity just wasn’t recognizable. The pandemic only made remote work’s potential more obvious to companies.

Prior to the COVID-19 pandemic, almost 60% of companies have restricted remote work in some capacity. They would either not allow employees to work from home and limit the days, or only approve requests when given a good reason.

However, now, half of the business leaders anticipate the increase of the number of their employees working permanently remote over the next 2 years. It’s estimated that this trend will continue, with 81% reporting that C-19 has their confidence up when it comes to going remote on a long-term basis.

The Challenges of Remote Work

Despite the abundance of benefits, remote work has its own fair share of challenges too. Though the day-to-day experience of your sales reps will be the same, the way you work will be different. With that, here are some challenges you might face when shifting to remote work.

Remote Processes

According to reports, 37% of organizations lack a centralized way of managing remote processes of their organizations. Remote work is not the same as working in the office, and having to create and adjust processes can be challenging for some businesses.

That is why you need a proper sales process that can work both for your sales team and overall sales cycle. Business leaders need to find a way to manage their sales cycle, organize customer data, and make work seamless.

Remote Work Culture

The remote work culture is different from traditional work culture. Your employees won’t be enjoying the human interaction they used to enjoy in a workplace. It can also be a solitary experience for some.

If it can be challenging for the employees, the same goes for sales managers and business owners. Maintaining good communication, tracking employee performance, seamless data transfer, etc. are some of the challenges in creating a remote work culture within an organization.

Automation Technologies

Automation is not new. A lot of businesses have started digitally transforming their business for the better. In fact, 39% of businesses adopted automation at a functional level in their organization.

However, like any other new technology, there will be plenty of factors that can hold companies back from complete deployment. One of the top factors is data privacy and security concerns. The rest includes lack of relevant talent and skills, deployment of technology, and employee resistance.

How a Mobile CRM System can help You

Over the last years, sales teams across the world share one technology in common, the customer relationship management (CRM) software. Traditionally, a CRM is used to store vital customer information, set follow-up reminders, and map out the sales pipeline.

The demand for bigger data and computing power has evolved since, which pushed CRMs to increase their capacities in solving complex business problems. Now, a CRM tool is built with features able to optimize your sales funnel and give business managements valuable analytical information of what’s happening in the field.

However, despite the power of a desktop CRM (or on-premise CRM), it has its own set of flaws too. One perhaps is that it’s stuck inside your office. This flaw disconnects your field sales reps from gaining access to vital customer information. Hence, they are limited when it comes to improving customer experiences and convincing potential customers to make their first purchase.

This is where a mobile CRM comes into place.

A mobile CRM is any form of CRM software that you can have access to through your mobile devices (mobile phones, tablets, etc.) and take you anywhere. This type of software functions just as the same as its desktop counterpart.

Your sales team does not only need information but also provides flexibility and autonomy over their leads and prospects. That is why a mobile CRM app like Saphyte is the best way to go. Here are the greatest benefits of mobile CRM for the modern sales team.

Improved Data Collection

A mobile CRM makes it faster to collect vital consumer information as a start. As a manager, the CRM delivers awareness into what is happening on the field and how you can allocate resources.

When you allow sales reps to use a CRM on the field to update contacts, and input important notes, management will always have access to real-time customer data, further increasing the return on the CRM investment.

Improvement on Sales

A mobile CRM can help you increase sales. When you give your sales rep direct access to their account history, product information, pricing, monitor marketing campaigns and promotional materials while they’re on the field, you are also helping them close more deals and increase the overall deal value.

By placing all the necessary information on the CRM, sales reps won’t have to waste time looking up contact information or sifting through sticky notes to remember their last interaction or conversation with a prospect. Further, removing the clutter opens more doors for fostering genuine relationships, building great customer satisfaction, and ultimately closing more deals.

Always Up-to-Date

Traditional CRM applications mostly require constant upgrades on hardware and software. Why have it the traditional way when you can have a cloud-based CRM like Saphyte that waives upgrade fees?

Since the software is on the cloud, you won’t have to upgrade on both hardware and software. Furthermore, any upgrade made by the provider, will automatically be deployed and ready to use. All you need to do is to wait for new feature releases, ask Saphyte about these features, and Saphyte will be more than willing to give you a demo.  

Better Sales Productivity

Using a mobile CRM opens more opportunities for maximizing productivity by utilizing core technologies on mobile devices. Having your calendar and contact management applications integrated into the CRM can be a massive time-saver for your sales reps.

If there’s an upcoming meeting, your sales rep will not only receive an alert notification, but also sees the contact information and the recent notes for that prospect without having to navigate through separate applications.

Furthermore, with the help of well-defined sales pipelines, your sales reps can enhance their route planning and make more client conversations.

Stronger Customer Service

Sales and customer service are frequently mentioned in the same sentence, and for good reason. Closing that sale and hitting your sales quota are not the final goals.

Your main goal is to gain long-lasting and loyal customers. Satisfied customers that are constantly impressed by the level of commitment you make when it comes to customer service and value your organization can offer them.

Therefore, it’s vital for your sales and customer service teams to be aligned and have quick access to the same up-to-date information. When you adopt and adapt to a mobile sales CRM, your business will become very fast at finding, communicating and responding to queries, complaints and other potential problems facing your current and potential customers.

Choosing Saphyte is a Great Investment

Choosing the best mobile CRM is not easy. 

Saphyte can help you get started with your digital transformation and your transition to remote work.

Saphyte’s pay-as-you-go subscription plan basis can fit with any business’s budget. You won’t have to install the system into your local computer, too. As the system is a cloud-based CRM, all you need is a stable Internet connection and a browser or download the app on your tablet or mobile phones.

Saphyte’s subscription plans are inclusive of free demo and one-on-one product training. No set-up fees, and no extra or hidden charges. Saphyte offers 24/7 local customer support availability for businesses.

Make the step now and reap the benefits of mobile CRM like Saphyte today. Book a free demo with us or start your free trial now.

Saphyte: For Your Mobile CRM Sales Needs

4 min read

There are many tools, like a CRM, that managers and owners can use to improve their sales productivity. Like any other tool, a CRM software makes it easier for users to execute their workflows that are needed to achieve business growth. Many people are, however, unfamiliar with the tools available on the market and are stuck with the pen and paper approach, which can be inconvenient, delay the team, and prolong the sales cycle. 

Here, we are going to discuss what a CRM is and what it can do for you. We will also set out the guidelines (and what features a CRM should have) that you should be looking for, especially when your goal is to improve sales productivity. So read on to find out more about Saphyte, a software designed for your mobile CRM sales needs.

What is a CRM

If you are not familiar with the concept of a CRM, let’s discuss it briefly here:

Customer Relationship Management (CRM) is an approach whose goal is to build relationships with leads and customers to attain business growth. It is concerned with managing potential and existing customer relationships and implementing tasks that are observed to improve customer retention and boost sales. 

Nowadays, to implement a CRM strategy in businesses, most companies use a CRM software.

A CRM software is what is developed by software developers to optimize the sales, marketing and customer service of a business, among others. A CRM software should be able to make it easy for its users to manage customer relationships. It attains this by having a smart design, such that its features and functions can shorten the time required to perform certain tasks, and a user-friendly interface so that its users can use the said features without difficulty.

Now that we got that all cleared up, let’s discuss how a CRM is used especially in sales.

CRM for sales

Most companies need to gather as many leads as they can. After creating a set of criteria, they look for “warm leads” among their list or those who fit the criteria. When the lead shows a response of interest, the lead will be considered a “hot lead” and the company will then start cultivating the relationship with them.

Statistically, you will only get less than 10% of your leads as paying customers at the end of the sales cycle. That’s why the CRM approach is continuously evolving and looking for ways and techniques to deliver the expected results.

CRM tools are required to gather specific information from customers to allow sales representatives to deliver personalized customer interaction. Some tools allow for note-taking, an automated gathering of information through forms, and automated email marketing. 

Because CRM focuses on managing customer relationships, CRM tools should be able to collect customer data and information from several sources such as websites and social media platforms. The CRM then organizes the information in a way that it would update users of real-time business data. These tools are also expected to gather information from not just hundreds but thousands of customers.

Some CRM software are designed to allow users to perform lead scoring, or the process of marking sales leads according to their potential to become actual customers. Sales representatives can then proceed to engage these leads based on their scores.

Because of this, a company’s sales team can therefore perform a lot of sales tasks using the CRM with minimal effort because of its smart design.

The use of cloud-based CRM sales tools has dramatically increased lately. The software has been adopted by many businesses to monitor the performance of their marketing campaigns. They are also used to collect their target leads’ contact information and put them all into the system. 

This repository of information can serve as a database for a lot of CRM functions like the Sales Pipeline which contains a set of phases in a buyer’s journey.  Here, leads (potential customers) are tracked as they go through to the pipeline and become full, paying customers. 

Benefits of Sales CRM

Faster and smoother sales process

Using the CRM allows companies to effectively communicate with leads regardless of their numbers. They can send bulk emails that promote sale products using the CRM’s contact management system.

When a recipient of the email responds, the company can decide to further engage with the lead based on the response. This is where the company’s sales team is expected to close the deal. A closed deal means sales and sales mean more money for the business, which will be used to run the operations of the business or to fund for its expansion.

CRM solutions are helpful at this stage. When a CRM gathered the necessary information from the customer beforehand, it would be easier for the user to personalize the interaction and meet the customer’s expectations during the deal. 

By investing in a digital platform, you are able to enhance the digital customer experience and use the CRM data to gain a competitive advantage. Customers are also more likely to purchase from you in the future if they feel that their needs and preferences are being catered to perfectly. 

Thus, it is necessary to ensure that the customer experience is smooth so we can increase retention, despite the ongoing market turbulence.

Improves the experience for the sales team

When a company’s sales team has all the tools and data available to serve the unique needs and interests of a customer, it makes it easier for the team to choose and implement the best workflow fit for the customer. 

A report from McKinsey claims that when businesses focus on the customer experience, along with improvements in IT and operations, they can generate not only an uplift of about 20 to 30% in customer satisfaction but also an uplift of 10 to 20% in employee satisfaction.

Employee satisfaction is important as it is crucial in determining employee retention. When employee retention is low, costs (which include training new employees and onboarding) can go up. This means more expenses and less profit for the business. 

This is why a sales CRM is important for businesses. This tool can remove boring, repetitive tasks and allows employees to be more like “people” and less like “robots.”

Helps businesses adjust to disruptions

One of the biggest challenges for businesses right now is the ongoing demand for something new and relevant—products or services—which pushes businesses to find new ways to reach their potential and existing customers and ensure that their customers’ needs are served. Those who refuse to step up and adapt to the changes in the business environment are easily left behind.

With the challenges brought about by the pandemic, it’s easy to get left out and become irrelevant. This is where the need to provide value such as personalization and constant communication comes in. When you are able to deliver the right message at the right time, you may be able to trigger a purchase behavior and encourage repeat purchases in the future. 

Sales are essential in a business. They are the lifeblood of the company.

Introducing Saphyte CRM

When looking for a CRM for your sales needs, choose Saphyte.

Saphyte is a cloud-based, centralized platform designed for customer relationship management (CRM). It is designed to improve the service quality of your business to increase sales conversion and customer retention.

Saphyte mobile apps are available on Google Play and Apple Store. Mobile devices can download the Saphyte mobile CRM app and use exclusive features such as Scan-and-Store. This feature allows users to scan and detect information from business cards and store the said info into the CRM.

Currently, Saphyte waives all the set-up fees, implementation fees, and customer support fees for its users. The Saphyte team also welcomes any small business for partnership. Contact Saphyte now.

Saphyte Platform: The CRM that You Need for Your Business

4 min read

CRM software, in general, is developed to streamline business processes and make everything more convenient for teams and business owners. CRM automates certain processes such as sales cycle, marketing campaigns, contact management, customer support, and more. This technology has been proven effective in helping both international and local businesses.

Through the years, a lot of business solution providers created their own Customer Relationship Management (CRM) platforms for the benefit of any business. These providers offer different features and functionalities of a CRM solution to enable businesses to achieve growth and success. That includes Saphyte, a cloud-based CRM by Loyica.

Saphyte is a CRM platform that makes your business undergo digital transformation seamlessly. Its CRM tools are designed to help improve the efficiency and productivity of your marketing and sales teams. And on top of that, with Saphyte you can easily streamline all of your corporate activities and integrate them into the system.

These are glimpses of what Saphyte can do. So, without further ado, here are the reasons why the Saphyte platform is the CRM that you need for your business.

Applicable to Every Sector

Saphyte is built to make everything smooth and seamless for any type of business from different sectors. Its application is flexible and scalable enough that you do not need to worry about what sector your business belongs to. No matter what your existing processes are, Saphyte can be tailored according to your processes so that everything that you need will be addressed. With this fact, here are the top 5 sectors that can take advantage of Saphyte’s powerful CRM.

Insurance – Insurance companies need to have a reliable business solution with a gigantic storage capability. With that said, Saphyte can store and process a huge amount of information and can easily adapt to the growing database needs of any insurance company. It provides tools necessary for database organization, leads management, policy management, commission structuring, reporting, and many more.

Real Estate – We know that the most important factor in any Real Estate company is the ability to transform customer interactions into long-lasting customer relationships. With this, Saphyte provides necessary tools for client management, lead scoring, timely follow-up using task management, deals management, email marketing, and more.

Retail – Saphyte provides an integrated platform necessary for the management of a retail company. It has tools for marketing, sales, support, inventory, quotation, and even reports. Not only that, but Saphyte also provides customizable dashboards, inventory management, campaign management, deals, and more, to give convenience to every operation of a retail company.

Trading – Saphyte provides comprehensive reporting tools to measure business growth and success. With this, it enables trading businesses to establish standard processes. Big or Small businesses, especially those in the areas of marketing, sales, and support, can take full advantage of the system and the tools it provides.

Education – It is important for educational companies to keep tabs on their potential and existing enrollees. That is why the system helps in categorizing different and multiple students under specific courses. It also can manage and assign specific instructors and courses for each student. Moreover, Saphyte can greatly help in managing the schedules and tasks for each of your students.

These are some of the sectors where Saphyte can be applied to. So, if you are still doubting whether Saphyte can be applied in your business or not, the answer is yes. This is because Saphyte is dedicated to adapt and help any type of business achieve success.

Increases Customer Loyalty 

We all know that customer satisfaction is crucial in achieving success in any business. And now that most people are using the internet for their purchases or inquiries, businesses need to have awesome customer service and support to address all of the customers’ needs.  And to help you with that, you need a business solution that can manage all customer interactions and turn them into important data.

Saphyte enables you to efficiently and effectively manage your contacts database through the Client Management tab. In here, you can automate your processes, organize your data, categorize your customers, generate reports, and more. All of these tools are necessary for improving customer experiences.

The system manages all customer information across all your platforms such as Name, Work or Business background, purchase history, and other basic contact information. This allows you to determine whether the customer is an existing client or a potential customer. With this information, you and your team can respond accordingly to transform the opportunity of communicating with a client into a closed sale.

With all of this, the system basically connects your business to your customers and automates your process. This is to help your team focus more on providing awesome customer service and support that leads to one result – an increase in customer loyalty.

Better Sales Management

Sales software does not have to be expensive and confusing to use. With Saphyte’s user-friendly platform and powerful sales management tools, improving and streamlining your sales process is made easy.

You can customize the sales dashboard and build a visual sales pipeline to know and monitor the progress of your deals. This will also enable you to build the stages of your sales process tailored to your existing business processes. Thus, the sales pipeline is essential in setting up a standard sales cycle.

And to help the lives of your sales teams be more convenient, the system automatically applies scores to your leads to help you identify which leads will become a closed sale. With this, your team will not need to manually calculate lead scores using traditional methods like Spreadsheets and Excel. Thus, this feature is beneficial both to you and your team as it gives more convenience while maximizing profit.

Along with all of these, Saphyte also provides realistic and accurate forecasting necessary in making business decisions. This tool estimates future sales and helps you avoid any unnecessary and unforeseen business pitfalls.

Captures LinkedIn Contacts with Just a Click

Saphyte has developed a new feature called Saphyte Sync that functions as a chrome extension plugin and helps you search and capture LinkedIn contacts with just a click. This is because Saphyte deeply understands how important it is to find potential contacts on LinkedIn. Thus, the system provides an easy tool to capture all your LinkedIn contacts in the simplest way. And you cannot find this feature in the other CRM providers, this can only be found with Saphyte.

Saphyte Sync allows you to capture LinkedIn contacts with auto-populated information such as Name, Company, Email Address, Country, and other details. All of this happens swiftly and automatically just with a simple click.

The captured contact information can also be assigned to specific categories, statuses, and sub-statuses for better organization of your contacts. It also detects duplicated data to identify new and existing contact. You will then have the ability to merge or replace the duplicate information for proper data capturing.

Moreover, the captured LinkedIn contact will automatically be synced into your CRM. Thus, this feature provides effortless capturing of contact information while increasing productivity.


Saphyte, compared to the other CRM platforms, provides a powerful business solution at an impressively affordable price. All of these features and functionalities can be applied to any type of business from different sectors without breaking their budget.

To experience how powerful Saphyte is, contact us today so that you can try the product for a month. And guess what, you will have a whole month without paying anything and without worrying about any hidden-charges — because it doesn’t have any hidden fees. Also, because Saphyte is made to genuinely help the small and growing businesses grow and be more competitive in the market.

Advantages of Mobile CRM for Businesses

3 min read

Through the years, technological advancements are incorporated within mobile devices. These innovations made mobile devices become a necessity even for business people. It now has features that help businesses and entrepreneurs with their day to day transactions.

And nowadays, most consumers use mobile devices to purchase, search, study, or for entertainment. According to a recent study, in 2019 alone, 80% of users searched the internet using a mobile device, and 40% of online transactions are done with a mobile phone. This study prompts businesses to develop mobile applications to address the needs of most consumers.

That is why Customer Relationship Management (CRM) software providers also created a mobile version of their system to help businesses and teams do their processes using their mobile devices. With this, businesses can access their CRM and all of their data by only using a mobile CRM system.

So, in this article, we will tackle the advantages of mobile CRM for businesses.

Data Access Anytime and Anywhere

Cloud-based CRM acts as centralized data storage platforms for your business. You can store and access any important data in real-time. But this might require you to have a laptop or a working desktop just so you will have the data that you need.

Luckily, mobile CRM provides immediate access to these data without needing a laptop or desktop. It gives you real-time access to your sales cycle, marketing campaigns progress, client contact information, and more. This allows you and your sales team to monitor your sales processes easily and efficiently anytime and anywhere. 

Also, mobile CRM is especially useful for sales reps who work in the field because it offers faster access to sales materials. Instead of bringing lots of papers for pricing guidelines, product information brochures, etc., sales reps can directly get all of this information from a mobile CRM application.  This is helpful because it eliminates the need to deliver all the files in person or sending them through their emails later after their negotiations. This can save time and effort and thus, giving the sales reps more time to focus on other customer services, contact management, and other sales processes.

Immediate Customer Support

CRM systems are made with a purpose to help businesses be more connected with both their existing and potential customers. While this CRM feature is undeniably beneficial, connecting to your customers can only be done if you are in the office. With a mobile CRM, customer service and support can be done even if your team is out in the field or is working remotely.

With the increasing popularity of social media, customer support is no longer limited to phone calls and email communications with the customers. Nowadays, businesses have to answer customer queries on social media as well. This would have been an added burden to your customer service team but with mobile CRM, this would not be a problem.  CRM integrates different social media channels into a single platform and makes them available for your team via mobile CRM. 

With this, teams can maximize customer interactions to be more productive in terms of addressing customer needs and increasing customer satisfaction. According to a recent study, customer representatives saw a productivity increase of 26.4% when adding mobile access to CRM applications. This just proves that mobile CRM increases response times and helps build long-lasting customer relationships.

Superior Productivity

According to a study done by Forester, 50% of teams who are using mobile CRM have improved their productivity. Another survey by Nucleus Research also finds that 65% of mobile CRM users are achieving their sales quotas compared to 22% for non-mobile CRM users. This is not surprising because mobile CRM is very effective in connecting and collaborating with staff to achieve more work. 

One feature that contributes to this is a visible and accessible task manager. Mobile CRM allows your team to easily keep track of their to-do list while they are in the field or in the office. This is beneficial because it keeps your team highly organized and focused on your business goals. Furthermore, this to-do list is updated in real-time. So, you and your supervisors can monitor the task done and the availability of your employees. 

Also, Mobile CRM boosts productivity through real-time sales management tools. With this, your sales reps can easily access previous client communications and records at just a glance. All the information needed by the sales reps is organized depending on your business processes. Thus, they do not need to waste time looking for files in their folders while they are on the field. 

Mobile CRM helps you achieve superior productivity because it allows your team to focus on your business goals and not on mundane tasks that can be automated via CRM. 

Saphyte CRM

One of the most appreciated brands in the CRM market today is Saphyte CRM. This is because Saphyte can streamline all of your business processes such as client management, sales, marketing, team management, and more. It also has tools designed to accommodate the needs of businesses from all sectors because of its adaptability and flexibility. Saphyte also has a user-friendly interface which is similar to how one will navigate through their social media accounts and pages. This makes Saphyte easy for both employees and employers to use. 

Saphyte is also designed to improve the effectiveness of your marketing campaigns and strategies. It has powerful tools built to provide more efficient monitoring of your social media, web, and email marketing campaigns. It provides real-time statistics, thus Saphyte keeps you updated whenever and wherever you are. 

Saphyte Mobile

All of the features and functionalities of Saphyte CRM can now be accessed on mobile. It was launched this year 2020 and is optimized to meet your business needs on-the-go. 

Moreover, Saphyte Mobile is equipped with a business card scanner that allows you to easily capture contact information by just scanning the business card with the camera. This saves you time and reduces the risk of physical contact at this time of the pandemic. The information can then be saved directly from the app and into your CRM system. 

Saphyte Mobile helps you stay on top of your game by maximizing your productivity and allowing you to perform tasks directly from your mobile devices. You can now connect with your leads, prospects, and customers in real-time. This will allow you to be prepared for every client encounter because you do not have to worry about having inadequate and inaccurate data. Literally, you have everything at the palm of your hand. 

To make your mobile CRM experience even better, Saphyte is everything that you need. 

Exposing the Advantages of Mobile CRM

3 min read

Traditionally, a CRM software is used to track relationships, set follow-up reminders, and map the sales pipeline, and can be accessed from a desktop computer. As computing power increases, so do the CRMs. CRM has grown into a powerful system filled with features capable of optimizing your sales process and giving management accurate analytical data of what’s happening in the field.

However, despite the advantages a traditional desktop CRM has, it still has one major flaw – you can’t carry it outside the office.

Remember that your sales rep is disconnected from any means of customer information stored inside the desktop CRM when they’re in the field. As sales reps need to be in the field in front of their clients and potential customers, they need immediate access to your customer database from a CRM in order to maximize their efficiency. 

Fortunately, the CRM industry has taken notice and a mobile CRM system, such as Saphyte, is available to take full advantage of your sales team’s production.

A sales team with a mobile and cloud-based CRM not only provides your business flexibility and independence, but it can also help you increase sales, boost productivity, and generate more revenue from existing clients.

More than the easy access to information with the use of mobile devices, here are some of the best advantages of mobile CRM for your sales team.

Saphyte helps you attain better knowledge of your customers

Having all your contact information stored in one platform makes future customer interaction easy. With easy access to vital information, a contact management tool like Saphyte can give your sales team the competitive advantage and the boost that they need.

Not only will they have access to your potential customer’s contact information like their full name, email address, telephone number, and other essential information but also other critical business information such as their position in the company, relations to other contacts in your database, the language they speak, and even their birthdays.

With mobile access to this information, you can personalize your dealings and communicate with a contact (a target lead) and make customer experiences outstanding.

Saphyte enhances your customer generation and retention rates

Saphyte features tools to help you find and nurture your leads and prospects. The platform is also a great tool for building customer loyalty.

Saphyte’s system has plenty of customer generation and retention advantages. There are live chat and social media integrations, email tracking, and calendar and email synchronization. This will help your sales and marketing teams keep your customers on the loop by reminding your team about future appointments or when to send follow-up emails.

But what makes the real trick about the system is that Saphyte is built with lead generation tools that you can use for your campaign’s advantages. 

From building intelligent forms that you can integrate into your landing pages and capture customer data. To integrating your social media accounts into the system and automatically saving any entry made through social media platforms. Hence, making your data gathering seamless and effective.

Saphyte helps you stay productive

Productivity is always an attainable dream. May seem impossible, but through productivity tools can be made easier. Hence, the need for task automation comes out to play. 

By automating your repetitive and manual tasks, you can change the pace of your business and improve your business process for the better.

Saphyte allows you to automate most of your manual processes. From manual data entry tasks, workflow processes, other lead generation activities, or automated email replies. 

You can start ditching your old-fashioned manual processes like manual and painful lead scoring, replying to emails individually, individually sending email marketing materials, and so on. You can make personalized emails for your existing customers, send out scheduled emails, create workflows that work around your business process, and track emails you’ve sent to your clients. 

You can also set your schedule and meetings, and manage individual tasks within the platform. You can effectively delegate tasks, monitor KPI’s, and process reports. All without having to leave the platform.

Saphyte decreases the pain of shifting from one software window to another because all the productivity tools you need for your team are within Saphyte’s system. Now, you can spend time doing more of your sales-driven activities, create better customer service, and cultivate customer satisfaction culture. 

By having a semi-automated process, you can now spend more time in creating better customer interactions and customer experience, and focus more on your customers. 

Saphyte helps you make intellectual and data-driven decisions

Intellectual and data-driven business decisions are necessary and essential in establishing your business. However, coming up with these decisions can be tough if you have a second-rate and unorganized source of data. 

Sure, separate Excel or Google sheets can work for a while, and having multiple mobile devices might be a good option, for now, you still have to consider that your business is going to grow. 

The more you grow, the bigger the demand for organized and streamlined data and a scattered database just won’t do. 

Saphyte transforms and prepares your business better for the future. The system is built with Sales Forecasting and Sales Intelligence functions to help you make data-driven and intellectual decisions for your business.

The Sales Intelligence feature gathers, segments, and organizes all information in regard to a client. The tool in return processes the information, inspects the data, and creates easy-to-understand visuals for your reference. 

The Sales Forecasting feature creates an almost accurate calculation on your future sales. The Forecasting feature may take more time because you have to build your database first. Hence, all the more reason why you should invest in a CRM at the earliest convenience. 

Because as you head onwards, the CRM will create realistic and real time insights, and help you create business decisions and mitigate any future losses. The better equipped you are, the more proactive your business is. 


Lastly, Saphyte CRM is an inexpensive and non-complicated option for a mobile CRM

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

With Saphyte you can now strengthen your business process, improve your sales performance, and make sales work more seamless, effective, and efficient. Contact us now for a free demo. Or start your free trial period starting today.