crm

Data is one of the most highly prized resources of organizations. With data, a business can gain valuable insights into customer behavior and change its operations based on these insights. However, not everyone with data knows what to do with it.

This is why in this article, we’re going to discuss the best practices for data management using your CRM. Let’s get started.

3 Data Management Best Practices to ponder

1. Keep Data Clean & Organized: You must keep your CRM clean and organized if you want it to be effective. This means regularly performing maintenance, such as deleting duplicate records or removing outdated information from the system.
   
   Keeping your data clean and organized will ensure that you always have accurate and up-to-date information at your fingertips.
   
2. Set Up Proper Security Protocols: Data security is paramount, especially regarding customer information. Ensure that you have adequate security protocols to protect the data stored in your CRM from unauthorized access and potential breaches.
   
   This could include setting up two-factor authentication or using encryption methods for sensitive information.
   
3. Use Automation to Save Time: Automating specific processes such as lead generation, segmentation, or marketing campaigns can save time and effort.
   
   Utilizing automation tools also ensures that these tasks are performed consistently and accurately, so organizations can focus on more critical activities.

By following these best practices for data management in your CRM, organizations can ensure that they’re getting the most out of their system and leveraging customer data to its fullest potential. Keeping data clean and organized, setting up proper security protocols, and utilizing automation tools can help ensure your CRM is fully optimized for success.

How Saphyte helps you manage your data

Saphyte understands that data is the lifeblood of any CRM, and it’s essential to manage it effectively to ensure the accuracy and integrity of your system. To do this, organizations can follow several best practices for data management in their CRM.

The first step is to keep data clean and organized. Regularly deleting duplicate records or removing outdated information from the system will help make sure you have accurate and up-to-date information at all times. This also helps reduce clutter in your CRM and makes data easier to access when needed.

Another key element is proper security protocols. Ensuring your customer data is protected from unauthorized access or potential breaches should be a top priority for any organization using a CRM. Setting up two-factor authentication or using encryption methods for sensitive information are just a few measures that can help keep data secure.

Finally, automation can be incredibly useful in saving time and effort. Utilizing automation tools to automate lead generation, segmentation, or marketing campaigns helps ensure consistency and accuracy while freeing up resources to focus on more critical tasks.

By following these best practices for data management in your CRM, you can ensure you’re getting the most out of your system and leveraging customer data to its fullest potential. Ensure you prioritize data security and cleanliness, use automation when possible, and always stay up-to-date with industry trends for optimal performance.

Start your CRM journey with us

At Saphyte, we are committed to helping organizations achieve these goals through our suite of tools designed to provide businesses with simple yet powerful insights into their performance.

We hope this article has helped you understand how to best manage your customer data in your CRM! If you want to learn more about using a CRM system for success, book a FREE demo and consultation with our CRM experts below.

The business landscape of 2024 has transformed dramatically since the start of the decade, leaving many companies needing help to keep up.

Tech advancements have enabled many positive changes for businesses. Still, these same advancements have also created an environment where success requires more work and focus than ever before.

While, in some ways, this can be seen as a challenge that needs to be overcome, it is also an opportunity for businesses to take advantage of tools and systems designed to make operations more accessible and more efficient.

One such tool is Customer Relationship Management (CRM) software, which helps streamline customer interactions and data collection across different departments.

Stuck in manual, repetitive processes

Unfortunately, despite the availability of CRM solutions, many businesses are still operating manually without taking full advantage of these solutions’ powerful capabilities.

As a result, they need to take advantage of opportunities to gain better customer insights, automate customer-facing processes, and improve overall customer satisfaction.

When businesses need help integrating their data with a CRM system, they miss out on this technology’s critical advantages. This means there are blind spots in their operations which can affect efficiency and productivity down the line.

Manual processes require more employee effort and leave less time for other activities, such as creating higher-quality content or innovative products. Additionally, with access to real-time customer data, companies may be able to make informed decisions or uncover valuable insights that could help them increase sales and profitability.

Leveraging CRM technology

Given these challenges, it is no wonder why business feels so much more complex in 2024. However, companies don’t have to choose between manual operations and advanced CRM solutions.

By taking advantage of cutting-edge technology such as Saphyte, businesses can leverage the power of customer data to make processes more accessible and productive.

Saphyte offers a comprehensive customer relationship management platform that unifies customer data from different sources into one centralized dashboard.

This gives companies complete visibility into their customer relationships, allowing them to understand better their needs and preferences to provide a personalized experience.

Additionally, Saphyte harnesses the latest AI technologies to automate mundane tasks such as data entry or lead generation so that employees can focus on higher-value activities. This helps businesses gain a competitive edge and increase efficiency.

Conclusion

By embracing the latest CRM solutions, such as Saphyte, businesses in 2024 can stay ahead of the competition and enjoy tremendous success.

With the help of these tools, companies can identify customer trends, manage data more effectively and efficiently, and create personalized customer experiences that boost customer satisfaction levels. In this way, businesses have an invaluable resource to take advantage of when competing in today’s cut-throat market environment.

The business landscape will continue to evolve in the coming years, so companies must stay abreast of new technologies and innovations to remain successful. By leveraging modern customer relationship management tools like Saphyte, businesses can streamline operations and enjoy tremendous success in 2024 and beyond.

Learn more about CRM and how it can transform your organization. Book a FREE demo and consultation with our CRM experts below.

As businesses in 2024 continue to evolve, it is becoming increasingly important for them to stay ahead of the competition by leveraging cutting-edge technology.

Customer Relationship Management (CRM) software has become invaluable in helping companies succeed by streamlining customer interactions and data collection across different departments.

With CRM platforms like Saphyte, businesses can gain greater visibility into customer relationships and automate mundane tasks to free up employees’ time for higher-value activities.

However, many businesses still need to take advantage of this powerful tool, which leaves them struggling with joint pain points that could be solved with the help of CRM solutions. Here are ten common business pain points that CRM can help solve:

1. Poor customer engagement – With a CRM, companies can gain deep insights into their customers’ behavior and preferences to provide a more personalized experience. This helps businesses increase customer engagement and foster better relationships with their customers.
   
2. Disjointed processes – By unifying different customer data sources into one centralized dashboard, CRM enables businesses to have complete visibility into the various aspects of their customer relationships which helps employees make decisions faster and streamline operations across departments.
   
3. Outdated technology – CRMs can harness the latest AI technologies to automate mundane tasks such as data entry or lead generation so that employees can focus on higher-value activities. This helps businesses gain a competitive edge and increase efficiency.
   
4. Poor customer service – With CRM, companies can track customers’ interactions with their products or services to understand their needs better and provide the best possible service.
   
5. Lack of data security – CRMs that use cloud technology help businesses ensure that all customer data is securely stored and managed in one centralized location to protect it from potential cyber threats.
   
6. Inaccurate reporting – With powerful reporting dashboards and analytics tools that CRMs provide, businesses can make informed decisions based on reliable data insights to maximize profitability.
   
7. Inadequate scalability CRMs can scale with businesses as they grow. This ensures that companies can access the features and tools they need to meet customer demands.
   
8. Lack of cross-departmental collaboration – CRMs help businesses bridge the gap between departments by providing everyone with real-time customer data access so teams can collaborate more effectively.
   
9. No insights into marketing campaigns – Through its powerful analytics tools, CRMs enable businesses to gain insights into which marketing campaigns are working and which ones need improvement to maximize return on investments.
   
10. Lagging in adopting new technologies – Businesses can miss out on opportunities to expand their customer base and increase revenue. With CRM, companies can stay ahead by harnessing the latest technological advancements to grow their business.
    

Conclusion

By leveraging a comprehensive CRM platform such as Saphyte, businesses can unlock the full potential of their customer relationships and optimize operations to achieve tremendous success.

With its powerful features and advanced technologies, Saphyte is built to help businesses overcome common pain points and stay ahead of the competition in 2024.

Learn more about how CRM can help transform your organization. Book a FREE demo and consultation with our CRM experts below.

User experience and conversions are critical metrics used to measure the success of online businesses. With the rise of e-commerce in the UAE, companies are looking for ways to improve user experience and increase conversions.

This is where CRM comes in. CRMs are platforms that provide businesses features that allow them to build strong, meaningful relationships with their customers.

How CRM enhances customer experience and increases conversion

CRMs enhance experience thereby increasing chances of lead conversion by making it easier for businesses to collect information about their target audience. This information can then be used to personalize their interactions with the said audience.

Tasks like customer profiling, for example, are made easier using CRM because of its automation features. With this, customers are automatically prompted to fill out a form by the CRM and provide the necessary information without putting in too much manual effort.

Your team can then spend less of their time on manual tasks that can be automated, and more on important tasks at hand.

Data collected by CRMs also provide businesses insights into their customer’s behaviors and interests. It helps them deliver personalized and engaging experiences, leading to higher conversions compared to non-CRM users.

Examples of personalization features

Some features of CRMs like Saphyte enable companies to segment prospects by demographic, geolocation, and interest level to create customized campaigns tailored to each user group. Customer segmentation is important as it allows companies to target users with the same features at once.

CRM platforms also provide predictive analytics that helps businesses forecast future customer behaviors and trends so they can plan accordingly. This allows companies to stay current with their market’s latest buyer trends and customer preferences.

CRMs also offer a range of tools that help online businesses increase conversions such as A/B testing for landing pages, campaign optimization, and automated emails. These tools allow companies to test different variations of their campaigns and websites to determine what works best for their target audience and maximize conversions.

Learn more about enhancing customer experience and conversion

CRMs like Saphyte are invaluable tools for businesses looking to enhance user experience and increase conversions in the UAE market.

With its predictive analytics, A/B testing, campaign optimization tools, and automated emails, Saphyte offers a comprehensive solution for companies to target their customers successfully.

By utilizing these powerful features, businesses can optimize their lead generation process and create campaigns to drive conversions in the market.

Want to learn more about how you can improve your customer experience and lead conversion rates? Talk to our experts. Book a FREE demo below.

Investing in a Customer Relationship Management (CRM) system can be one of a business’s most critical decisions. There are many different CRM systems on the market, each offering unique features and capabilities. But understanding what each plan provides is essential to making an informed investment decision that is right for your business.

Before investing in a CRM system, it’s essential to consider the following:

Business Needs

Identify your organization’s current and future needs to ensure you select a system with features and capabilities that will meet them. Consider factors such as scalability, user permissions, and customization options before making a final selection.

Cost & Budget

Evaluate how much you are willing to invest in a CRM system. Determine what features and capabilities you cannot live without and compare different strategies in terms of cost versus feature sets.

Integrations

Make sure the CRM system you choose works with existing or planned applications and services, such as marketing automation software, email providers, accounting systems, etc.

Data Security & Privacy

Understand how the CRM system will store, protect and use customer data before investing in it. Ensure that any security measures are taken and meet industry compliance standards to ensure your customer’s data is secure.

User Experience

Pay attention to the user experience when selecting a CRM system. Consider factors such as ease of use and navigability from an administrator and user perspective.

Conclusion

Investing in the right CRM system is critical to your strategy’s success. By taking the time to research these factors before investing in a CRM system, you can be sure that you are making an educated decision that will enable your business to thrive.

Want to learn more about CRM and what to consider before investing in the right CRM tool? Book a FREE demo below with our experts.

Progressive profiling is a better way of collecting actionable customer data. Read on to find out what it is and why you need it.

Everyone has been a consumer once at least in their lives, including you. And you’ve always had that moment where you experienced good service that you want to return to, should the need arise. Then you ask yourself, what is in that service that made it so special, so memorable?

Many consumers agree that any service that matches their needs and preferences always stands out. It improves the customer experience which leads to customer loyalty. But how can companies offer personalized services? The answer lies in progressive profiling.

What is progressive profiling, why do you need it, and how can you start doing it? Read on to find out.

What is Progressive Profiling

Progressive profiling is a method of gradually collecting relevant information from your leads to build up a customer profile rather than asking them for too much information all at once.

A common example is when businesses ask for contact information first, such as the name and email address on the customer’s first signup, then ask for more data throughout their journey.

Benefits of Progressive Profiling

Below are the benefits of progressive profiling that many of our clients have experienced:

1. Increases the conversion rates for your landing pages
   Studies found that landing pages with only 3 fields have 5% higher conversion rates compared to those with more fields. This is why progressive profiling is a better strategy as it allows you to keep your forms short.
   
2. Improves the user experience for your potential customers
   Filling out a form that requires you to input long information is not only annoying, but it’s also discouraging. With progressive profiling, users won’t have to answer long forms and they won’t get repeatedly asked questions they’ve already answered.
   
3. Allows you to qualify your leads
   Progressive profiling allows you to gain important and more specific information along the way. This additional information helps you plan your approach to enhance your overall sales strategy.
   
4. Helps you implement better and more targeted lead nurturing
   Leads that provide additional information about themselves such as their needs, interests, and profiles let you learn more about them and how to be more responsive to them. This allows you to create lead nurturing campaigns that set you apart from the competition.

How to Implement Progressive Profiling

Many businesses found the following steps to be easy and effective:

1.   Identify what data you need from your customers

Before you implement your progressive profiling strategy, you have to first know what data you’ll need from your customers first. The common information businesses need from their customers are:

• Name
• Email
• Mobile number
• Company name
• Company position (or job role)
• Number of employees in the company
• Address

2.   Set up a lead journey and its conversion points

Visualize the journey that the lead has to take. After visiting your landing page, what’s next? Then set up the conversion points. What information should you get when the lead arrives at point A? What about in point B, then point C?

Then build your forms to collect the relevant information in these conversion points.

3.   Find a technology that allows you to prompt leads to fill out a form when visiting your website

The best way to implement this strategy is to automate it. Use a technology that allows you to automate user information collection. Digital ecosystems like Saphyte lets you set up forms and automatically prompt visitors to fill them out when visiting your landing pages.

4.   Organize the information you get meaningfully

The technology you use must allow you to organize the information you’ve collected meaningfully. That means you must be able to sort the important information and take action using said information.

For example, you must be able to filter leads with the role of CEOs or Presidents from those with supervisorial roles only. And automatically create a workflow, such as sending an email, based on these targeted roles.

5.   Set up a targeted campaign using the collected information

Using the information you’ve collected from your leads, you can then set up a targeted campaign for lead nurturing. Take it one step at a time. Leads at the early stages of the journey shouldn’t be overwhelmed with too much information right from the start.

You can first introduce your brand, what you do, and why it’s meaningful. You can then proceed to other content such as those that match the need or interest of your target lead. Then you can send more and more specific content based on the data you’ve collected.

It’s also best to automate this process so your sales and marketing team can focus on tasks that matter.

Find out how you can grow your business with email marketing here.

Start Progressive Profiling Now

Find out how you can start gradually collecting information from your leads with Saphyte now. Talk to our experts and book a free demo today.

Email marketing. Lead generation. Lead scoring— Sales and marketing functions that can be fully automated. How does CRM automation work and what can it do for your business?

You may have heard about automation somewhere and still don’t know what it is and what it really means for your business. Well, you’re in the right place as we’ll show you how CRM automation actually works and how it can be good for your business.

Here are six CRM automation examples to get you started:

1. Gathering lead contact information in one system

Lead generation can be quite a challenge as it can be repetitive, and especially when it is manually done. Traditionally, companies get their leads from referrals, from those who subscribed to their email lists, or even cold calling.

Today, companies can get their leads from those who visited their websites and landing pages, or those who clicked on their ads on social media, among others.

With CRM automation, companies ditch tiring traditional methods and just wait for leads to fill out system-generated forms. CRM systems will then pull all the information the lead has typed in into its central database and use the information for future sales and marketing workflows (such as email marketing).

CRMs like Saphyte also allow their users to embed forms on their websites and easily track the performance of campaigns and content (e.g. number of signups or conversions) through these forms. 

2. Scoring leads based on quality or chances of conversion

Traditionally, lead scoring is done by sales teams by manually assigning a score on a lead based on a set of criteria. This score measures how “qualified” a lead is to make a purchase and how likely they will make one.

With CRM automation, this manual process of assigning scores can be eliminated. The CRM system can automatically assign this score for the company based on the conditions and the criteria set by the company in the system.

3. Sending emails based on schedule or conditions

Emails, for whatever purpose, don’t have to be manually crafted and sent using a CRM system. CRM automation allows companies to send out marketing emails based on trigger events such as when a form was submitted or an email was opened or clicked. 

Companies can also schedule the flow of their marketing email campaign by setting the specific count, time, days, or hours before an email is delivered to the target customer.

4. Notifying customers of upcoming meetings with you

CRMs can also let users automate customer reminders before a scheduled meeting or appointment. This reduces the amount of time and effort needed to remind customers to show up. The automated meeting notification has also been observed to minimize no-shows and cancellations.

5. Capture contact information from clients that booked an appointment

Automation also lets users avoid the process of manually adding invitees to their contacts. With a CRM like Saphyte, anyone who has booked in your calendar will have their details automatically captured and saved as a contact in the CRM database.

6. Assign meetings or schedules among team members

CRM automation can also eliminate the process of manually assigning a meeting appointment or schedule to a team member. Using CRM systems like Saphyte, users can automate the process of assigning meetings or appointments among team members using a round-robin distribution, depending on their availability or priority.

Learn More About Automation

CRM automation can make workflows shorter and more efficient. It allows sales, marketing, and admin members to focus more on important tasks that are yet to be automated while leaving the manual, repetitive tasks to the CRM to automate. This makes company workforces more productive, less costly, and more fulfilled.

Discover the power of CRM automation now and see how it can impact your business. Book a FREE demo with our experts at Saphyte to learn more.

There is so much benefit from utilizing sales data and completing your sales cycle with sales tools. Sales tools can give your team and organization the power to gather all the data required to close and maintain your customers.

If you think sales tools are too good to be true, sales and marketing teams find them compelling. In fact, according to Insights for Professionals, 79% of sales teams currently use sales tools to increase efficiency.

According to McKinsey, early adopters of sales automation are reported to increase customer-facing time consistently. They have higher customer satisfaction, efficiency improvements of 10 to 15%, and sales uplift potential of up to 10%.

Sales tools not only help your sales team in collecting and organizing personalized information, which is especially important when gathering data about specific prospects and transactions. So what are the other benefits of sales tools for your sales cycle?

4 Major Benefits Of Sales Tools for your Sales Cycle

Improves your Customer Data Quality

41% of companies cite that the biggest challenge in their sales cycles is inconsistent data across technologies.

This challenge goes to show that high-quality sales data is an essential factor when it comes to nurturing your business. Most companies don’t realize that 30% of their data becomes useless by the end of each year. This means that a lot of the data they’ve utilized in calculations could result in an inaccurate result. Using the wrong information could heavily affect revenue, so sales teams should ensure that data is gathered with the best sales tools.

Build better relationships with your customers

It is the salesperson’s responsibility to identify their customer’s wants and needs. To effectively build excellent customer relations, your sales team must be able to categorize the many values ​​that come with your customer.

Sales tools allow salespeople to streamline their communications with potential and existing customers. No more emails getting lost in the inbox, important details getting buried in spreadsheets or post-it notes, and more. Remember, better customer relations always equates to higher customer satisfaction.

Increased Lead Generation

A lot of companies often rely on sales to garner their revenue. However, it would be best if you also considered that an effective sales intelligence tool could further increase your revenue with lead generation. Gaining leads are also thriving on various social media platforms, which is why it has become a fantastic asset to utilize, especially considering an ongoing pandemic. Lead generation could also boost sales with the use of marketing campaigns as well as other advertising methods.

The Ability To Upsell Stocks

For many software services, it is considered a norm for such products to be dealt with as upselling, cross-sell, and even renewal to continue garnering revenue. When your team has the opportunity to generate more sales, you get more revenue. When your sales team has the advantage of continuing the cycle, you are also giving them the leverage to create more sales.

Conclusion

Your prospect or customer is more than just a sales opportunity.

You can offer the best products, but nothing will sell if you don’t treat your customers well! Building good relationships with them is a top priority in your business.

This is what a CRM does best:

Treat each customer as an individual.

Remember them.

Be there for them when they need them, helping them maintain good relationships.

Considering the many benefits that come with a sales tool, there shouldn’t be a reason for you to stray away from utilizing the many sales intelligence platforms.

Find ease and comfort with using sales software at the leisure of your home office. Contact Saphyte now to learn more.

With online shoppers expected to spend more post-pandemic, what can you do to attract customers online and gain a greater market share? Read on to find out.

According to a study, 73% of consumers in the UAE are shopping more online since the start of the pandemic. This means that we’d expect more online activities and sales now than ever. And businesses can take advantage of this.

But how can you attract customers online especially when your target customers are in the UAE? Here are a few tips.

1.   Provide a “virtual store experience”

A virtual store experience through virtual reality (VR) technologies can be especially useful to customers who are new or those apprehensive to try online shopping. It makes the transition easier as it provides an experience to shoppers similar to traditional shopping.

VR has been observed to make online stores appealing and provide a positive experience among customers.

2.   Make the checkout secure

Online payments are becoming more popular in the UAE. In 2020, card payments in online transactions in the UAE reached 39% of the total payments made.

But UAE online shoppers are becoming increasingly aware of security risks when purchasing online. That’s why around 57% of those surveyed said that a secure checkout was essential to have a good shopping experience.

When dealing with online customers in the UAE, it’s necessary to employ technologies that allow customer data to be protected and those that can prevent security breaches. Use trust badges on your websites to make customers feel more secure.

3.   Provide a fast shipping experience

In the UAE, 39% of online shoppers want products delivered the next day or less, and about one in five customers want products delivered to them on the same day. This means that for UAE online shoppers, a fast shipping experience is vital. Give them a bad experience and you won’t be able to retain them.

Below are examples of popular shipping companies in the UAE:

• Aramex
• DHL
• Naqel Express
• Fetchr
• SMSA Express

4.   Provide a personalized experience

UAE online customers, just like any other customer around the world, prefer a personalized experience. This means that any content, product offering, or advertisement they’re getting from you should match their needs and preferences.

There’s a way to learn more about your customers. You can set up your website to automatically prompt visitors to fill out a form, so you can gather important information about them. You can also do progressive profiling to gather more specific information about them once they’re already at a deeper level in your sales funnel.

All the information you have gathered can be used to send them sales and marketing offers that are personally tailored to their profiles. This improves customer satisfaction and experience, improving brand loyalty and customer retention.

Empower your sales and marketing teams

With Saphyte, you can equip your sales and marketing teams with the necessary tools so they can effortlessly provide a personalized experience to your customers. They can automate workflows to provide prompt responses and timely interactions with customers to help win them easily.

Want to learn more about Saphyte and how it can boost your sales and marketing teams? Help us help you! Book a FREE demo with us here at Saphyte.

Social media platforms are a rich source of leads. Read on to find out how you can generate leads effectively using these platforms.

Social media channels are one of the most lucrative channels for businesses looking to venture into the online market. With 3.6 billion social media users worldwide, social media platforms are a rich source for leads and customers of any profile.

But how can you generate leads using social media? Read on to find out.

How to Generate Leads Using Social Media

Below, we list down the tips to effectively generate leads using social media:

1.   Use timely and relevant lead magnets

Lead magnets are those free items or services given away to attract leads and encourage them to provide their contact details.

The most common examples of lead magnets are reports, white papers, free limited subscriptions, and free consultations.

When using lead magnets to generate leads on social media, it’s important to remember to make your lead magnets timely and relevant to capture the attention of target social media users, otherwise, it’s easy for them to scroll down and ignore your post.

For example, if you’re targeting customers looking for houses in California, make sure your lead magnets hit the needs and interests of these customers. You can send out a listicle about the top locations for houses in California, or houses under $X in the same state.

2.   Add social proofs

Social proofing in marketing refers to the phenomenon that consumers will copy or adapt to what other consumers are doing and that their decisions become credible and get validated through the behavior of others.

The most common examples of social proof are testimonials and customer reviews.

3.   Create targeted ads

Ads are a great way to boost your online presence, especially on social media. Most social media platforms allow for targeting, which means you can choose the audience to whom your ads will appear to.

When leads click on an ad, they can be redirected to a landing page that gathers their contact information, where the process of lead conversion can begin.

4.   Partner with influencers

Instead of using paid ads, you can also attract leads with the help of social media influencers. Most social media influencers work in a niche and have a rich follower base. They are often united by a common interest.

Partnering with influencers means you can sponsor their shows or pay them to talk about your brand, which may come across as more natural compared to regular ads.

Making influencers “experience” your brand is also a great way for your target audience to learn more about the benefits of your product or service, and for them to imagine using it. This helps accelerate the buyer’s decision-making process.

Get Leads from Social Media Now

Want to learn more about how your business can get leads from social media effortlessly? Talk to our experts at Saphyte and book a demo for FREE.