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Benefits of Social CRM Amidst Pandemic

3 min read

Early this year, the world was struck by the COVID-19 pandemic. All people from different walks of life were forced to adapt to the “new normal.” More and more workers started to work from home which resulted in an increase in the use of the internet and social media in their daily lives. Despite this drawback, this has become an opportunity for businesses to advertise their products and services on different social media platforms. 

Businesses made use of the internet to maximize customer engagement to reach potential customers. But this opportunity is difficult to handle without the aid of a social customer relationship management (CRM) software. It would require a lot of work and effort because there are multiple social media platforms widely used worldwide. 

Thus, in this article, we will explore more on the benefits of Social CRM amidst this pandemic and how it has helped businesses survive in these times of difficulty. 

Social CRM Defined

Social CRM is a customer relationship management system that integrates social media platforms aimed to improve the quality of customer interaction and customer engagement. In terms of marketing, it allows your business to improve the efficiency of your marketing campaigns. In terms of sales, it helps businesses reach more potential customers and meet their needs. Thus, increasing your business revenue. 

Unlike traditional CRM, Social CRM allows you to go beyond just data management. It helps you adapt to the increasing trend of social media use. This CRM system allows businesses to deal with customers on a more personal level. 

Improves Social Media Presence

In this digital age, more than half of the world’s population is connected to the world wide web. According to a survey done by Hootsuite, there are about 3.96 Billion active social media users during this pandemic. Also, in a survey done by Globalwebindex, people spend an average of 3 hours a day on social media in the year 2018. This value is expected to increase as the years go by.

Looking at these survey values, we can conclude that there is a need for businesses to use Social CRM because it helps your business improve social media presence. Good social media presence is necessary because it helps you connect to a huge number of potential customers in real-time. Thus, for both large and small businesses, tapping into this huge market will allow your business to reach success. 

Social CRM helps you improve social media presence by increasing the engagement you have with your customers. The system has tools that automate your marketing campaigns and record all the customer interactions across all your social channels. It also collects customer information from email marketing campaigns, direct messages, and even phone calls. 

This allows you to have more time focusing on building strategies and improving other sales processes. 

Faster Customer Service

Good customer service is one of the reasons why customers continue to ask for your service or product. This is because customers expect you to accommodate their needs and get their money’s worth. Especially in social media, wherein communication is assumed to be fast and immediate, customers also expect faster customer service online.  

But without Social CRM tools, this is impossible. There are a lot of social media platforms already available online, such as Facebook, Instagram, Twitter, etc. Entertaining queries from customers and reading their feedback would take so much time and effort. 

With the use of social CRM systems, like Saphyte, your different social media channels can be integrated into a single system unifying all the messages into a single inbox. This saves you time from switching from one channel to the other just to answer queries. The system also provides you the contact information of your customers and clients which helps you personalize your responses. This gives you faster and more efficient customer support which would result in better customer experience and customer satisfaction.

Builds Brand Reputation

Brand reputation is something difficult to build, yet is something easy to destroy. The swiftness of social media nowadays can easily ruin or boost your brand’s reputation. Thus, without proper reputation management, a business can easily close in just a single tweet or post. This is why companies spend so much effort in building brand reputation. 

Using Social CRM, your customer representatives will be able to manage negative feedback, messages, and posts to avoid or limit any damage done to your reputation. The reason why some businesses fail to build a good reputation is that they have no time to entertain and pacify negative feedback. This is not so when your business is using social CRM. You do not only manage negative inputs but you can also reward positive ones. Your representatives will have the time to respond and show gratitude to your loyal customers which will increase your customer satisfaction and ultimately, your sales. 

As a result of having social CRM, your business will have a reputation that genuinely takes care of its customers even after sales.

Saphyte CRM

One of the brands that can offer you all of the benefits mentioned in this article is Saphyte CRM. It has a lot of CRM tools that allow you to maximize all of your business activities. It can offer businesses cloud-based CRM software that allows you to store your data and access them via the internet. This will allow you and your employees to readily access your data anytime and anywhere. 

Saphyte is a CRM that aims to help businesses achieve growth by looking into your needs and adjusts accordingly to each one of them. This is a CRM that enables the clients to have long-term relationships because as your business grows, Saphyte grows with you. Saphyte will adjust to your increasing system demands to help you achieve success. 


To help you become closer to your customers in this pandemic, you need to use Social CRM like Saphyte in your business. It breaks geographical barriers created by this crisis and helps you reach those seemingly unreachable customers wherever they are in the world.

Make Saphyte your official Social CRM today and enjoy the powerful tools it gives your business. Contact us today and we are readily available to cater to your needs. Saphyte Social CRM, the most reliable business solution in the face of the pandemic.

Saphyte: Your Trustworthy CRM for Insurance Brokers

3 min read

As regulations and guidelines by the Insurance Authority were implemented, insurance agencies and brokers still made sure that they’ll work to cooperate with the government. UAE’s Insurance Authority Circular provided precautionary and preventive measures to maintain public health and safety.

The aim of the Circular set by the Insurance Authority is to ensure that insurance companies take necessary precautions and remain operational despite the pandemic. The government of the UAE foresees that as the pandemic looms, insurance claims are likely to increase during this time.

Of course, as an insurance company, your goal is to serve your customers with the best service. In order to cope with the possible demand and increase of insurance claims during the pandemic, you need a proper tool to help you manage customer information. That is why you need a proper CRM platform for your insurance agents.

There are plenty of CRM tools in the market and each has its own distinct features. In choosing the best customer relationship management (CRM) that fits right into your business, look for features that address your business needs. Consider the following key features of Saphyte for your sales team.

Contact and Lead Management

The daily life of an insurance broker includes dealing with customer data and contact information. In order to lessen the load and free up some space on your agent’s plate, they need a reliable CRM.

Saphyte CRM tools include a contact management feature. The Client Management feature of Saphyte allows you and your team to conveniently manage your contacts database.

Saphyte is also built with lead management tools. The system allows you to choose your own lead management channels and integrate them into the system. By doing so, you are minimizing manual data entry activities and allocating more time for something more productive.

Saphyte also allows you to automate your sales processes, organize and segment your data, manage your tasks, and generate your reports, among others.

Do you have any concern for duplicate entries? Saphyte is built with a duplicate-sensitive system and is designed to only accept one unique data per client. The moment the system detects a duplicate, it’ll prompt you to either merge or replace client information.

Sales Management

Saphyte is built with the tools you need to manage your sales. The system has tools like pipeline management, managing your associated companies, deals management, and forecasting your sales to mitigate any potential losses.

Furthermore, Saphyte is also built with a Sales Intelligence algorithm. This function collates all your information related to your clients or potential customers and creates real-time insights. Your agents can use this information to come up with the best possible strategies to enhance customer interactions with your client.

The more your agents are equipped with the necessary management tools that they need, the more they cultivate customer satisfaction and better customer experiences. The more satisfied your customers are, the more value it adds to your business.


Being in the insurance sector, you need to market your product aggressively for your potential customers to notice you. With Saphyte, you can now accelerate your marketing campaigns and turn them into business opportunities. Saphyte provides you with all the necessary tools you need for your marketing campaigns, email marketing, social media marketing, form builders, and more.

Saphyte’s Campaign Management module is built with real time statistics for your ongoing marketing campaigns like the number of clicks, emails, opened emails, leads, deals, and more.

This will be beneficial for your agents, as the more accurate and concise information they hold, the more they’ll understand your client. The more information they have on their sleeves, the better they can close future deals.

Social Media and Marketing Automation

With Saphyte’s Email Marketing tool, you can increase your lead conversion rate fast. The system comes with email design templates, workflows, bulk emails, and an email scheduler. All you need to do is organize your contacts into segments and schedule the emails, the CRM will do the rest.

When most of your manual tasks are automated, your business can effectively increase your lead conversion rate fast and close your deals faster.

Saphyte is built with a Product Catalog Management feature that allows you to consolidate all your insurance policy offerings in one catalog. You can also create process workflow guides and policy references in one place and put them in a single catalog.

With this function, you can easily categorize, organize, and standardize all your product information across all your sales channels. Not only that you are preparing and equipping your insurance agents but you are also giving out enough information to your customer.
Remember, a well-informed customer is a satisfied customer.

Email tracking

Timing is an essential key to closing sales and deals. You might not want to look like being too pushy or being too lenient. Saphyte understands this concept very well. Saphyte is built with email tracking features that notifies its users whenever a client opens an email, clicks a link, or downloads an attachment you have sent.

Thus, creating an opportunity for your insurance brokers or agents to follow-up on their prospects without being too invasive or too pushy of your prospect’s time.

Hence, this feature can further enhance and cultivate a better customer experience for your clients or prospects.

Conclusive Thoughts

Investing in a CRM is a strategic decision for small businesses, most especially for new insurance agencies. However, if you want to make a mark in the insurance sector, you need to streamline most of your corporate activities. Having a CRM to help you with this is noteworthy.

As mentioned, there are plenty of CRMs out in the market. Choose a CRM that grows with you. Choose Saphyte, your reliable CRM for insurance brokers.

Aside from the initial features mentioned above, Saphyte has a budget-friendly monthly subscription plan. Saphyte believes that a CRM doesn’t have to be too expensive to be flexible and effective.

It is also inclusive of a free demo, set-up, and product training. No set-up fees, no hidden fees, no extra charges, and 24/7 customer support.

Bouncing back after the pandemic can pose plenty of challenges, but having a CRM like Saphyte can make it better. Bounce back with Saphyte. Call us now to book a free demo. Start your free trial today.

Figuring Out The Best Social Platform For Your Startup

3 min read

Social media is one of the quickest ways to start up the content marketing process. It gives you immediate access to billions of people around the world and is constantly evolving, making sure that there is an equal playing ground for all businesses involved.

However, finding out which platform best suits your startup can be overwhelming at first. There are so many considerations you need to make and each platform has its own set of nuances that makes it special. To make the choice easier for you, here is a quick analysis of the top four social media platforms that you can use and how you can make the most out of each site. 


Facebook is the most diverse social media platform. Everybody is going to be connected to this platform in one way or another, regardless of their age group, location, or nationality. You are definitely going to be able to find your target audience here.

To reach out to them, the first marketing tool that you should consider using is the Pages section. This is like a personal profile, but catered towards businesses. It will be the place to go if people need more information about your brand. If they tune in to your page by “liking” and “following” it, then your Page will begin appearing in their feed as well as their Notifications tab. This means that they will start getting regular updates on whatever is happening on your Page.

The Facebook Ad Campaign platform has one of the most comprehensive metrics for launching an ad campaign. It is a great way of pinpointing the kind of people you are looking for and showing them your ads. If you are going for a general approach to digital marketing, then Facebook is a good place to start.


This social media platform is host to more than 450 million professionals around the world. Linkedin is another popular option entrepreneurs use to connect and to advertise their business.

On this platform, you will need to set up two pages. The first page is your Company Page, which details all the products and services of your business as well as other information that your audience needs to make a decision. The second will be your personal profile page. 

Unlike Facebook, where you can have a separate identity from your business page, Linkedin connects the entrepreneur to their business. The users on this website are not just critical of the page but of the owner as well. They will want to know about who you are and whether you are the kind of person that they will be comfortable working with in the long run. 

Working on your profile is a simple process. The site already has a guide for your to follow once you set up an account, so all you need to do is fill out all the necessary details. From time to time, take a quick look through the information you’ve provided just to keep track of everything and maybe add any new achievements or work accolades that is worth sharing.

From there, remember that Linkedin is primarily a platform for professionals to network with each other as individuals. It brings out the best of what they can offer in a formal digital setting. If you plan on advertising here, you may not have the same freedom for creativity as you would in other platforms.


Twitter is a platform of few words; but ironically, it is one of the top social media platforms for information, where people enjoy bonding over a variety of topics. From a personal capacity, it is a lot of fun to use. However, given the restrictions of this website, it is best used by businesses as a way to gather audiences and potential leads from one platform to another. 

Unlike the previous platforms that were discussed, Twitter does not have a separate kind of account that you should set up for businesses. All you need to do is set up a profile for your business in the same way that you would set up a profile for yourself.

Here on Twitter, information is exchanged and absorbed at the speed of light. The 280-character limit is also a part of what makes the marketing here so unique. Because information is only available in these small pieces, they are easier to digest and to propagate around the community. The pressure to become #trending often encourages users to become more creative with what they have to say, or mix their words with a variety of visual content such as GIFs, memes, videos, or other pictures. 

All this happens every single minute on the platform, so before you do anything else you need to take the time to listen in to what the Twitterverse is talking about. Use the Trending Topics features and scroll through your feed to find the right hashtags that your audience is using. 


If Twitter is a social media site that is built on words, then Instagram is its counterfactual. This platform is the internet’s top choice for sharing pictures and short videos. It is very user friendly and easy to navigate. Due to its pleasing interface, you will find that there are already tons of influencers that your company can follow—and with a little more effort, you will have a chance at joining their ranks as well.

The first step to making this happen is to create a business account. Take note that a business account grants access to several features that a normal account would not have, such as reports, business analytics, CTAs, and Instagram’s local ad creation platform. Another important feature of the Instagram business account would be the Insights, a set of tools used to measure the effectivity of your organisation’s efforts on the platform. 

To start off, post a few good pictures of your products and services to try and build up your audience’s interests. Sprinkle in a few relevant hashtags into the text as well—Instagram is generally more lenient with the amount of hashtags that you can put in, compared to Twitter. Remember that your pictures are forming a narrative that should be easy for your audience to follow. To bring out the best in every picture, make sure that you already have a good photographer (or a good camera) in mind. 

Final Verdict

As you can see, there are so many ways you can take your first step on social media. Depending on your personal style and what industry you are in, one platform may be better than the other or you may feel like setting up in multiple sites at once. All you have to remember is that you should not spread yourself out too thin on the first try; as a startup, your foray into digital marketing should be lighthearted and fun, especially because you are still trying to figure out the exact methods that work for your business.