To stand out, consulting firms need to elevate the customer journey and enhance the customer experience. That’s why we provide our clients in this industry the tools they need to give quick, personalized services to customers.Sign up for free Book a Free Demo
Our partners in the consultancy industry saw the need to systematically organize their clients’ personal documentation.
For example, in the case of an immigration advisory service firm we’ve worked with, the nature of their business requires them to quickly pull out documents, client information, or other important data to process their clients’ requests.
But due to a lack of innovation, their teams often have to implement workflows manually— storing hard copies of files and documents in regular filing cabinets and making them secure and organized with paper clips and separators.
Saphyte has been able to streamline their work processes by saving and organizing all important customer-related data in a centralized database.
This way, their consultants and case processors don’t have to manually open files and documents at every client interaction— as every document needed (e.g. passport, travel documents, application forms, photos, etc.) is saved as soft copies in the CRM.
Our partners sought to elevate the customer experience by providing personalized services
Often companies reach out to customers without having a holistic view of their customer journey— asking the same issues, transferring the customer inquiry or complaint to other departments, which often frustrates customers as they have to discuss the same issues over and over again.
With Saphyte, all customer data and their previous transactions are recorded in the CRM.
They even have the option to use the Notes function— which allows consultants and case processors to take notes using the CRM so that the next time they interact with a specific client, they will just open the notes and see the last conversation. This prevents them from asking redundant questions that irritate and leave a bad taste in customers’ mouths.
If there’s one thing that consulting firms prioritize, it’s data protection and security. Data is an important asset of your business you don’t want to lose. If you are storing your data in physical form, a single disaster can destroy years worth of records, and in many cases, there is no way to recover the lost data.
Saphyte prevents data loss by storing data electronically and providing data backup and recovery.
More importantly, it ensures client confidentiality by providing role-based access restrictions within the CRM so that only those that are authorized can access clients’ personal information.
Paper-based work and manual intervention for maintaining client data
Consultants and case processors don’t have to manually open files and documents at every client interaction— as every document needed (e.g. passport, travel documents, application forms, photos, etc.) is saved as soft copies in the CRM.
Saphyte prevents data loss by storing data electronically and providing data backup and recovery. More importantly, it ensures client confidentiality by providing role-based access restrictions within the CRM so that only those that are authorized can access clients’ personal information.
With Saphyte, all customer data and their previous transactions are recorded in the CRM. This allows consultants and case processors to take notes using the CRM so that the next time they interact with a specific client, they will just open the notes and see the last conversation. This prevents them from asking redundant questions that irritate and leave a bad taste in customers’ mouths.
Get rid of the guesswork and easily identify the most eligible or hot leads in the pool. In Saphyte, with the use of lead scoring where specific attributes determine how leads are likely to buy, not only helps the sales team focus more on the qualified leads that are potential opportunities but also helps save costs by cutting the marketing channels that drive low-quality leads.
Anyone can say that an initiative has worked, but without measurement, how can they prove it? With the use of dashboard, activity feeds, and reporting, the consulting companies reported measuring performance of their employees accurately and this helped them make strategic decisions to grow their business.
"Simple to use and a really fresh, clear interface. The ability to customise the CRM to meet our needs was a really great benefit as it felt we had a CRM which worked for us rather than working around existing software. Great value for money and wonderful service and support from the team."
"Since we moved to Saphyte, CRM has been so simple yet effective in growing our sales. With our previous systems – two of the world's leading CRM brands – we were left wanting with little support for smaller businesses like us, as well as needing to change our processes to fit the CRM."
"Saphyte has helped us improve our data capturing and data security. In our business, we generate a lot of leads and the manual methods of spreadsheets can’t compare to the automated data protection we have now with Saphyte’s ecosystem. It is humanly impossible to manually manage the lead generation part of our business but with Saphyte’s CRM, the process has now been automated and we have noticed a massive change for the better."
"Saphyte has been the perfect tool for us to easily digitize the way we manage our customer relationships, moving away from manual processes as the business grows. Each person is now completely aligned during each project meaning we're able to effectively maintain a high level of customer experience when delivering our services."
"Some problems such as the absence of centralised storage of data, difficulty in organising thousands of contacts, missed follow-ups of leads and deals, data is not being updated in real-time and double work because of duplicate information, can be permanently handled by Saphyte CRM."
"Prior to Saphyte, we were logging and tracking all of our sales opportunities in spreadsheets. However, due to manual error and poor data input, it was difficult to have accurate visibility on our sales performance."
"Before Saphyte CRM we were using multiple tools for the management of our leads, prospects and customers. This was too difficult to manage and as a result we were losing leads and prospects."
"One of the benefits of Saphyte is the fact that the support is local. The team has been great in suggesting ideas and ensuring that the system fits directly inline with my processes as a business. I now have a complete overview of our operations at the click of a button, which I can access anywhere on the road."
"Saphyte enables us to have all our leads, customers and sales activities accessible in one centralized place. We now have full visibility on the sales teams activity and sales performance as we look to grow our sales going forward."
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