How SaaS CRM Can Help Your Business Thrive

SaaS CRM is a type of customer relationship management software. It includes tools to help businesses organize their databases, manage interactions with clients and track the success or failure of various marketing campaigns.

How SaaS CRM Can Help Your Business Thrive

Do you want to grow your business? If you answered "yes," then SaaS CRM might be the answer.

The software-as-a-service (SaaS) model has been a popular way for businesses to save money on various processes.

Businesses used to buy software and install it on their machines or build the software themselves so they had to invest in infrastructure and personnel to maintain these systems.

In the SaaS model, you are not responsible for the software. You are only the user!

What is SaaS CRM?

Software-as-a-service (SaaS) has marked its way into the businesses to save and gain money on various processes.

Due to advancements in cloud computing, there has been an explosion of SaaS applications so now you have a lot of SaaS options when it comes time for customer relationship management. SaaS CRM is an one stop solution for all your problems.

SaaS CRM for Business

The SaaS model has been a popular way for businesses to save money on various processes.

  • SaaS CRM is a type of customer relationship management software. It includes tools to help businesses organize their databases, manage interactions with clients and track the success or failure of various marketing campaigns.
  • The purpose of SaaS CRM for business is to provide you with insights into your customers' experience so that you can improve it.
  • SaaS CRM software helps you see what your customer is doing in your app. This knowledge can help you understand customer-behavior and empower you to make intelligent service decisions for better customer experience
  • Faster & Smarter Onboarding Personalize your emails based on the customer's behavior and send them in your app for faster and seamless onboarding.
  • Automate your email activity for minimal manual intervention. Make the most of the best SaaS CRM for business available today.

If you're here, you're probably trying to navigate through the world of SaaS and SaaS CRM to bring order to your sales.

How SaaS CRM can help to Skyrocket Your Sales?

  1. Centralize Your Sales

How many times have you relied on post-its that keep getting lost or outdated spreadsheets for your sales processes?

With SaaS CRM, you can manage all-things-sales. The greatness of a SaaS CRM lies in its contact management feature (at the top). It helps you access the complete profile of your client from one place.

With it, you'll be able to know where your lead is coming from, track your interactions with them, their progress and current status in the sales cycle.

Using this up-to-date information, you can effectively personalize communication for every customer segment, take action and keep everyone in your team on the same page.

2. Build Stronger Client Relationships

For a business, a client is more than just an opportunity. To build effective communication and stronger relationships with your clients should always be top priority for you.

After all, your most loyal customers are also the ones that serve as advocates to spread word-of-mouth advertising about how satisfied they were with working with you.

With SaaS CRM, you can build stronger relationships with your clients by automating routine tasks.  This saves you time that can be spent on more important tasks.

It also enables your team to react faster and stay in contact with clients at any given moment, regardless of the channel they use for communication (email, phone or chat).

SaaS CRM is not just a tool to help you manage your leads. It's also the key for sustainable success.

3. Improve Customer Retention

Sales don't stop with a signed contract. After all, acquiring a new customer is five times more expensive than retaining the current one .

That's why it is recommended that you nurture your relationship with your existing customers who are already interested in your product/service.

With a SaaS CRM, you can focus on delighting the customer even after you've signed a contract with them, which means easy cross-selling and upselling opportunities.

4. Identify Gaps in your Sales Process

For sales managers and decision-makers, it's important to track their team's progress and workflow. Performance analysis, customized reports , and sales pipelines help identify where you're winning and where you're lacking.

Instead  of going through truckloads of data that may not make sense, you can use a CRM to provide you with tools to help you track the gaps in your sales funnels, conversions, and overall activity.

5. Align Your Sales and Marketing teams

A SaaS CRM is not just for the sales team! It is the perfect platform to align marketing initiatives with sales targets.

Businesses where sales and marketing teams collaborate regularly tend to have a higher ROI with 36% higher customer rate and 38% higher sales win rates. A SaaS CRM provides your customer's data, right from the basic contact information to crucial details such as their interests, background, industry.

It also gives you insights into your current marketing activities and highlights what is currently working for you.

At this point of the sales cycle, it becomes easier to personalize email campaigns by using demographic segments that work best with your product/service.

Here are some examples:

  • For self-serve SaaS: When a lead views the pricing page for the  3rd time, you send them an email offer for an extended free trial.
  • For SaaS with sales reps: When a lead views any page of your website after downloading a whitepaper, a chat pop-up asks if they have any questions about the product.

6. Increase Productivity

A SaaS CRM can eliminate a lot of time-consuming manual work, thereby improving workflow management and productivity.

No more manual data entry and admin tasks like filling in the forms, copying and pasting emails or building reports from scratch.

With a CRM, the whole sales team has easy access to essential documents, information, email templates, and reports. This allows sales reps to quickly take action and focus on actual selling.

7. Lead Enrichment

If you have a sales team, your CRM should offer features to help you enrich leads and understand more about them so you can better prioritize the leads in your sales pipeline.

For example, your CRM should automatically detect the company names of people who visit your website and show you which leads are the hottest based on their intent.

8. Organize Your Business with a CRM

A SaaS CRM builds your business as you know it by designing an intuitive system where every team member can access the data they need from one place.

It organizes all your business data in a crystal clear manner to make it easy for you to read and understand. By doing this, it saves your time spend in finding the important details.

With it, you'll be able to know when an opportunity is slipping away and take the necessary action to recover, identify your strengths and weaknesses in terms of sales activity, build stronger relationships with clients by automating routine tasks.

9. Simplify your work with app integrations

With a SaaS CRM, you don't need to hop from your email to calendar, Skype to invoicing platform, or forms to help desk. This means a CRM lets you access all your apps from one place.

The apt CRM will offer powerful app integrations for email marketing lead generation customer support accounting. Having integrations helps enhance your already established sales process by:

  • Easily automating emails and invoices
  • Having the complete repository of client purchases in your CRM
  • Accessing all updated communication
  • Getting more insight into your customer's data.
  • Providing more informed customer support, and more.

10. Data on Purchase History and Website Behavior

It’s incredibly important for your leads and customers to have website behavior data alongside standard metadata such as filling out a lead form or purchasing a subscription on a specific date.

When you combine user behavior on your site with more standard CRM data, you can:

  • See when leads are taking important, telling action on your website
  • Keep track of which free trial users are poised to upgrade
  • Analyze which customers aren’t logging in or using your app or platform as regularly.

This data can be used to modify the messaging and content strategy for each customer segment, improve retention rates by personalizing offers, generate more leads with paid advertising campaigns that target specific visitors on your site, and more.

11. Better Maintenance, Backup and Security

If you install your own CRM software locally, you will have to invest time, money and human resources for maintaining the system. Your customers' information is your most valued possession.

So you have to ensure backup and security of the data. It's expensive and time-consuming to build expertise in maintenance, backup, and security.

CRM Software-as-a-Service providers are experts in these disciplines. So you can let the providers take care of those duties while you concentrate on your core business competencies.


SaaS CRM is a CRM for everyone. You don't need to be an expert in sales and marketing to make the most out of it.

It is designed with simplicity, flexibility, scalability in mind so you can accommodate any size business from start-ups all the way up to enterprise organizations if they want a more sophisticated platform.

Running an agency?

Clientvenue is an all-in-one client portal and client requests management software.

Learn more