Fundamentals of a CRM: What You Need To Know

Published on October 6, 2020
3 min read
Icon Saphyte Team
3 min read

The number of CRM solutions continues to rise as more and more businesses are adapting to change. Unlike before, companies nowadays are integrating technology more into their operations to improve their efficiency and reduce unnecessary costs. 

Software upgrades, third-party integrations, and IT infrastructure investments are among a few examples of digital transformation that most companies undergo these days.

CRM is also a popular choice for companies. CRM solutions replace traditional processes like manual inputting of customer data and information. These solutions forego boring online spreadsheets and use well-designed interfaces to help users input data in an organized manner. 

With a few automation options, users can also perform tasks that used to take several minutes in just seconds.

What is a CRM and what does a CRM software do?

Customer Relationship Management (CRM) is an approach in business that uses techniques and strategies to improve customer relationships with the goal of improving sales revenue, among others. 

What a CRM software does is create a program for users to utilize in their business to organize data related to their customers and use that data to personalize their services and improve their engagement over time. 

This helps with customer loyalty and retention, meaning, that customers would choose your business over your competitors whenever the need arises. This will boost your sales and help your business grow.

In short, a CRM can collect your customers’ contact information and organize that information so you can do whatever you want with it. 

You can make phone calls, perform lead scoring so you can determine which among your potential customers should be prioritized as a sales lead, and more. 

This will help you channel all your energy into what’s important, making your sales process more efficient, and making your team more productive at the end of the day.

CRM Features

A CRM can let you do so many things that a normal spreadsheet can not. Among these are the following:

Sales Management

The Sales Management feature allows you to take charge of your sales processes and gives you real-time updates on your sales pipeline. This feature is carefully designed to enhance and optimize the most important part of your business–– your sales.

A CRM is a great contact management tool that lets you perform your workflows efficiently. It helps you save time and cut unnecessary costs through smart design and automation functions. It should also improve your sales productivity over time.

Overall, a CRM system can help you shorten your sales cycles by providing improved customer experiences for your leads and customers. Optimizing your business process is a sure way to help you grow your business.

Marketing Management

Marketing plays a big part in closing deals and having them to begin with. So, to help you increase sales and revenue, CRM tools and functionalities are available to help elevate your marketing strategy to the next level. 

These tools can help you perform email marketing, or engaging your customers through email. With marketing automation options, scheduled emails may be sent automatically to target recipients.

Some tools also allow you to track and manage the marketing campaigns that you have launched in several platforms using only the CRM.

Lead and Client Management

CRMs provide functions and options for users to optimize their processes, especially when getting leads and clients. They also allow you to drop forms for your website. 

These forms can be customized to gather the relevant data and information that you wish to collect from your target customers. Smart businesses would then formulate their strategy based on the collected data.

CRM software: a strategic investment

There is increasing use of CRMs to improve the performance of a business. The improvement comes from using unique customer information to personalize the customer service rendered. 

When a service is personalized, it tends to be fast, effective, and straightforward. A personalized service also cuts off unnecessary waiting times which is frowned upon by a lot of customers.

The benefits of using CRM softwares are becoming relevant in an environment where the competition is moving online. To set you apart, your business must be able to provide personalized service to existing customers to encourage a repeat purchase. 

The growing CRM software market is also a testament to the relevance of the technology. It is becoming a necessity and without it, businesses may face the risk of disappointing customers by being unable to provide the expected level of service.

Introducing Saphyte

Get introduced to the world of CRM by using the most user-friendly CRM software, Saphyte.

Saphyte is a cloud-based CRM software. This means that you do not have to set up physical servers in your office. Everything is accessible through cloud servers– whenever and wherever you are.

It is easy to use and launch. No additional infrastructure is needed for your CRM to work. All you need is a browser and a working internet connection.

Saphyte is designed for small businesses

This streamlined CRM solution is built to be the best software for growing businesses – those that need scalability and power to enlist an increasing number of clients. 

It is also designed to be user-friendly so that entrepreneurs who are unfamiliar with the technology can easily harness it to realize the full potential of their business.

Saphyte’s features

This CRM software was created to ensure that your business will achieve maximum efficiency while maintaining flexibility

With the system, you can streamline all your corporate activities and integrate all of them into one powerful centralized platform that can be made accessible to anyone in your company.

This enables seamless coordination between team leaders and members, and across departments– working together to bring in results that help the company grow.


Overall, if you want to improve your business’s customer service experience, getting a CRM is a strategic investment. CRM platforms allow you to provide customer support and after-sales services to the next level. 

And when customer satisfaction is guaranteed, customer loyalty and retention come next naturally. This should set you apart from the competition.

Get your top-notch one-on-one support from our team. Try using our free trial. You are free to check how this system can transform your business, risk-free. And pay according to your business requirements. 

What’s more, only pay according to your business needs.
Need more information from us? Check our CRM website or contact our customer support team right away.

May 18, 2022