Saphyte CRM: Finest Fintech Lead Generation Tool

Saphyte Team

4 min read

Updated: September 23rd, 2020

As businesses desire growth, they also need to grow their audience and customer reach. With that, business owners build their own marketing team or outsource agencies to do the marketing campaigns for them. However, a marketing campaign won’t be successful if you don’t have an audience.

This is where lead generation comes into the picture.

Lead generation is a marketing process of stimulating and capturing the interest of your prospects into your product or service. Lead generation is done for the sole purpose of developing your sales pipeline and allowing your business to nurture targets (leads) until they’re ready to buy your sale products.

What’s the deal behind lead generation, and why Fintech businesses should prioritize it too?

Generating your leads is not merely just about email blasts. Rather it is an activity where you raise awareness, build relationships, identify qualified leads, and close deals. Properly generating leads is no easy feat but it’s one of the hurdles you need to face in order to grow.

Your lead generation efforts don’t end at purely generating your leads. There are other key components that are just as important to the success of your lead generation strategy.

• A reliable lead generation database.
• Supporting content and lead-ready channels
• An analytics engine
• A MarTech stack

In the fintech industry, fintech companies also need to adopt an innovative and engaging approach in their marketing campaigns while revolutionizing the financial industry. Fintech businesses should not only focus on creating a killer product, but they also need to engage an audience.

An audience is not bought, but they are built. Your audience is a product of your lead generation efforts. That is why Fintech businesses need tools like a CRM software in order to help their sales team on a day-to-day basis.

Choose a CRM that fits and streamlines your sales process

CRM tools are helpful for your business in a lot of ways. One of them perhaps is having the ability to store and secure accurate customer information. Having a reliable contact management tool can make things more streamline as you build cost effective measures in managing customer interaction and improving customer experiences. 

Customer relationship management (CRM) systems can also help you with the following areas.

• CRM establishes customer trust and a strong brand awareness through contact segmentation;
• CRM develops engaging messaging and unique selling points through email marketing campaigns;
• CRM builds and implements high-impact marketing campaigns through personalized emails and templates; and
• CRM generates quality leads through lead scoring and converting them down the sales funnel

Having the right tool that can jumpstart your fintech business the right way is vital. With that, this article presents the finest fintech lead generation tool that you can get your hands on. Introducing, Saphyte CRM system.

Why is Saphyte a viable choice for a cost-effective CRM tool?

Saphyte, a customer relationship management (CRM) system that helps fintech businesses streamline all of their corporate activities and integrate them into one powerful platform. Saphyte comes in with various CRM tools for sales and marketing built to improve your business’s efficiency and productivity towards lead generation.

Saphyte’s system is built with contact management tools for your sales team to utilize in managing sales leads and potential customers. The CRM can also help you manage and secure contact information, gather leads, conduct marketing campaigns, execute sales strategies, shorten your sales process and other business processes, and identify opportunities for the long haul.

Here are some key features of Saphyte that you can use for your lead generation efforts.

Social Media Integrations

Do you want to keep track of your social media campaigns and add leads directly to your system? Saphyte has social media integrations that allows you to keep track on your social media marketing campaigns directly from the CRM. Furthermore, whenever the system detects new leads, Saphyte automatically adds them to the system. All without leaving the platform.

Live Chat Integrations

The live chat integration is a useful tool when you want to collect better and easier customer information. With this integration, the CRM helps you collect and track all your leads and sales from the live chat app on your website. The system will also help you log all your customer contact against relevant records, and find all your chat transcripts and data all in one place.

Makes it easier for you to trace back and build even more efficient and reliable data.

Form Builder

The Form Builder feature helps you create intelligent web forms where your prospects can fill up vital information.

This tool consists of different form fields such as text fields, multiple-choice, drop-down choices, radio buttons, and more that are useful for capturing any type of data. On top of that, the drag and drop functionality of the Form Builder tool enhances the user experience, allowing you to layout your forms with ease.

Lead Scoring

Manually scoring your leads can take time and can be prone to human error. When you are in the fintech industry, there is little to no room for error. That is why having a tool like Saphyte to help you generate and score leads can be advantageous.

You can ditch manually calculating your lead scores. Saphyte’s Automated Lead Scoring feature helps you prioritize your leads by applying score conditions to identify which leads have the most potential to progress into a closed sale. This will allow you to properly segment all your contacts and make things easier for your marketing team as they go about their marketing campaigns.

Saphyte Sync

The newest added feature of Saphyte. Sync is a powerful plugin tool that you can use to further streamline your lead generation efforts without breaking a sweat.

This plugin can help you collect and sync data efficiently and effectively. You can capture important details of your LinkedIn contacts with just one click. The plugin in return automatically syncs the data you’ve captured into Saphyte’s system.

Identity Verification

Having a single source of truth is essential for any type of business. But what if the information given to you were compromised? How can one person tell that the information presented is legit or not?

Even with a trained eye, identifying the legitimacy of information is hard to pull off. That is why Saphyte allows its users to integrate with IDology and GBG. These integrations can help your team verify the identity of your prospects and identify fraudulent and suspicious information.

Conclusion

As part of the fintech business, it is essential to have a legitimate hub for information. Data holds the power to create brand awareness and eventually lead to customer satisfaction. Everything starts with data from your marketing team to your sales team. Without it, your business is in jeopardy.

That is why it is essential to choose the best CRM solution that can give you real time statistics, help you build a solid customer database, and nurture your leads and customers. In finding the right CRM for you, consider choosing Saphyte.

Saphyte CRM features can help you generate more leads, help your sales team close more deals, accelerate your productivity, and assist you in making insightful data-driven business decisions.

Saphyte believes that great service doesn’t have to be expensive and CRM’s doesn’t have to be complicated. Saphyte has a remarkable pay-as-you-go subscription plan, inclusive of a free demo and product training, with no set-up fees, no extra or hidden charges, and 24/7 customer service availability.

With Saphyte you can start capturing data that matters the most to you without having to work immensely. Whether you’re a small business or a medium enterprise, you need a CRM to help you build your fintech business.

Contact us now for a free demo. Or perhaps you can start your trial period starting today for free.