In the era of cut - throat competition and constant c ost pressures , researchers suggest that high customer - equity can be the most important differentiator between successful and unsuccessful SME companies . As a consequence, this has necessitated the need for an effective SME - focused CRM package. Large c orporations already make use of large-scale management tools to maintain customer relationships.
Having said that, small and medium businesses, agencies, and institutions with 1,000 or fewer employees - which collectively account for almost 60 % of business - are equally in need of similar tools , but must work within the constraints of a limited budget and a small or non-existent IT staff.
CRM activities usually conducted by a n SME
From today's business perspective - where the 'global offshore model ' is the key business mantra for SME companies, there are several activities that fall under the CRM umbrella. A few key activities have been discussed below
-
Contact Management
A typical SME company engages in interactions with several prospects at a time thus keeping a record of every contact becomes an important activity. -
Sales Campaign
To attract new customers and generate revenue , SME's run several sales campaigns viae - mail and/or phone. -
Handle follow up queries
To transform a prospective lead into a customer , companies need to handle follow - up queries in an orderly and timely manner . Thus , the tracking of leads is very important.
How can Daffodil CRM help?
Daffodil CRM is an Open Source CRM Solution that helps enterprise businesses manage customer relationships in a highly organized and efficient manner . Daffodil CRM is a feature-rich software that seamlessly integrates all aspects of the customer life cycle - from identifying business opportunities to sustaining existing customers. With this open source CRM solution, you can automate everyday tasks, identify mission-critical and time-sensitive issues and stay on top of big opportunities
Key features of Daffodil CRM
-
Campaign Facility
One of the significant features of Daffodil CRM is that mails are attached to Daffodil CRM automatically , without manually selecting and sending each mail from your email client. There is a central CRM mail account where all mails are attached ; subsequently a forwarding rule can be put on the web server and email client by way of which all email interactions are automatically attached with their corresponding leads. BY THE WAY, THIS POINT DOES NOT TALK OF THE CAMPAIGN FACILITY. -
Automatic Mail Attachment
This is one of the most important features required by any SME for efficiently managing its correspondence with the clients. Mails are attached to Daffodil CRM automatically without manually selecting and sending each mail from your email client, thus helping SME's to keep a watch on each email correspondence done from a particular client. REPEAT OF ABOVE -
View summary of latest interaction
Daffodil CRM allows you to view a summary of all interactions corresponding to a lead , on the home page itself. By clicking on the 'More ' tab , you can go on to view the entire interaction. -
Efficient leads management
With Daffodil CRM, you can manage and analyze your leads on a single click. Leads can be assigned to different executives and the pending tasks for an executive for a particular lead can also be identified. -
Assign task to different team members
With D affodil CRM you can customize the view according to your choice and needs .There are several options available for assigning task s to your team and subsequently all the tasks of of any particular assignee will add in this option. This aspect helps in increasing output, and as a consequence, increases productivity of your sales team. -
Task Reminder
An indispensable tool for lead management, this feature reminds the user about pending tasks to be performed on a scheduled day.
The above features, combined with an effective pricing policy and holistic company-provided support, as also the option to customize the software - makes Daffodil CRM an ideal customer relationship management solution for your SME needs .
Please click here to know more about the features of Daffodil CRM. In case you would like more information on any aspect of Daffodil CRM, please drop us a line at info@daffodilcrm.com

