Course Bundle for Users
Special Offer on Sangam CRM Courses for You Get courses worth 20,000 for 7,500 - 10 x user courses, (10,000) - Admin Course, (5,000) - Business Owner Course (5,000) Once we receive payment, we will share coupons to avail 9 User's course.
₹8850.00
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Course Overview
Schedule of Classes
Start Date & End Date
Dec 01 2022 - Dec 01 2024
Course Curriculum
3 Subjects
Certified Sangam CRM User
11 Exercises • 12 Learning Materials
Chapter 1: CRM Modules & CRM Data Structure
Instructions
1.1 Understand this before you start using CRM
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1.2 CRM UI Walkthrough [Web]
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1.3 CRM UI Walkthrough [Mobile]
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1.4 Platform specific features
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1.5 Master/ Transaction/ Activities Module
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Chapter 2: Sales in Sangam CRM
2.1 Overall sales process outline and modules involved
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2.2 Creating and managing leads in sangam CRM
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2.3 Creating and managing opportunities in Sangam CRM
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2.4 Creating and managing quotations in Sangam CRM
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2.5 Creating and managing Contracts in Sangam CRM
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2.6 Use of tickets in sales process
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Chapter 3: Helpdesk in Sangam CRM
Chapter 4: Marketing in Sangam CRM
Chapter 5: Master Modules in Sangam CRM
Chapter 6: Reporting and Dashboard in Sangam CRM
Chapter 7: Task Management in Sangam CRM
Chapter 8: HR process in Sangam CRM
Chapter 9: Event management in Sangam CRM
Chapter 10: Import process in Sangam CRM
Chapter 11: Integration in Sangam CRM
Chapter 12: Inward outward (Courier) in Sangam CRM
Chapter 13: Expense Management in Sangam CRM
Chapter 14: Approval Management in Sangam CRM
Chapter 15: Tasks for Bosses / Team Leaders
Certified Sangam CRM Administrator
15 Exercises • 17 Learning Materials
Chapter 1: Introduction to CRM Admin Course
Instructions
Introduction to CRM Admin Course
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Chapter 2: CRM Admin Quick Start Guide
CRM Admin Quick Start Guide
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Chapter 3: Studio Configuration
3.1.1 Intro to What is Studio
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3.1.2 Studio Walkthrough & Revision
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3.1.3 Custom Modules
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3.1.4 Understanding Field Types
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3.1.5 Understanding Field Properties
Chapter 4: User Management, Access Control & Security
4.1.1 User, security & access management capabilities of Sangam CRM
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4.1.2 Understanding types of Users
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4.1.3 Creating Users (DEMO)
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4.1.4 Importing Users
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4.1.5 What to do when someone leaves the organisation
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4.2.1 Roles and Permission
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4.2.2 Module Level Permissions
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4.2.3 Field level Permission
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4.2.4 Understanding concept of Teams (visibility)
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Chapter 5: OPR Dashboard Settings
Chapter 6: CRM Integrations & Connectors
Chapter 7: Multi-channel CRM
Chapter 8: Work flows & Automations
Chapter 9: API (Developer’s Corner)
Chapter 10: CRM Admin for Sales Process
Chapter 11: CRM Admin for Help-desk Process
Chapter 12: Setting up a Call Center
Chapter 13: Regular Checks for Admin
Certified Sangam CRM Business Owner
Understanding the role of the Business owner (or coach) for CRM success.
Deciding to buy CRM
Actual process of buying CRM
Implementing CRM
Making your users use CRM
Growing your business with CRM
Course Instructor
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Enjay Gurukul
6 Courses • 1617 Students
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