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Course Overview
Schedule of Classes
Start Date & End Date
Dec 01 2022 - Dec 01 2023
Course Curriculum
4 Subjects
Certified Sangam CRM Administrator
15 Exercises • 17 Learning Materials
Chapter 1: Introduction to CRM Admin Course
Instructions
Introduction to CRM Admin Course
Video
33:14
MCQ Test
Exercise
Chapter 2: CRM Admin Quick Start Guide
CRM Admin Quick Start Guide
Video
1:7:20
MCQ Test
Exercise
Chapter 3: Studio Configuration
3.1.1 Intro to What is Studio
Video
9:43
MCQ Test
Exercise
3.1.2 Studio Walkthrough & Revision
Video
22:15
MCQ Test
Exercise
3.1.3 Custom Modules
Video
7:54
MCQ Test
Exercise
3.1.4 Understanding Field Types
Video
1:16:8
MCQ Test
Exercise
3.1.5 Understanding Field Properties
Video
1:22:3
Chapter 4: User Management, Access Control & Security
4.1.1 User, security & access management capabilities of Sangam CRM
Video
7:44
MCQ Test
Exercise
4.1.2 Understanding types of Users
Video
2:42
MCQ Test
Exercise
4.1.3 Creating Users (DEMO)
Video
33:11
MCQ Test
Exercise
4.1.4 Importing Users
Video
15:28
MCQ Test
Exercise
4.1.5 What to do when someone leaves the organisation
Video
14:35
MCQ Test
Exercise
4.2.1 Roles and Permission
Video
19:56
MCQ Test
Exercise
4.2.2 Module Level Permissions
Video
15:28
MCQ Test
Exercise
4.2.3 Field level Permission
Video
10:36
MCQ Test
Exercise
4.2.4 Understanding concept of Teams (visibility)
Video
15:44
MCQ Test
Exercise
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 User
11 Exercises • 12 Learning Materials
Chapter 1: CRM Modules & CRM Data Structure
Instructions
1.1 Understand this before you start using CRM
Video
19:54
MCQ Test
Exercise
1.2 CRM UI Walkthrough [Web]
Video
23:27
MCQ Test
Exercise
1.3 CRM UI Walkthrough [Mobile]
Video
24:15
MCQ Test
Exercise
1.4 Platform specific features
Video
7:47
MCQ Test
Exercise
1.5 Master/ Transaction/ Activities Module
Video
6:2
MCQ Test
Exercise
Chapter 2: Sales in Sangam CRM
2.1 Overall sales process outline and modules involved
Video
33:46
MCQ Test
Exercise
2.2 Creating and managing leads in sangam CRM
Video
29:1
MCQ Test
Exercise
2.3 Creating and managing opportunities in Sangam CRM
Video
27:22
MCQ Test
Exercise
2.4 Creating and managing quotations in Sangam CRM
Video
39:52
MCQ Test
Exercise
2.5 Creating and managing Contracts in Sangam CRM
Video
23:2
MCQ Test
Exercise
2.6 Use of tickets in sales process
Video
9:1
MCQ Test
Exercise
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 Seller/Consultant
21 Exercises • 22 Learning Materials
Chapter 1: Understanding Sangam CRM Partnership Model
Instructions
Understanding Sangam CRM Partnership Model
Video
23:40
MCQ Test
Exercise
Chapter 2: Mindset of Solver and not seller
Mindset of solver and not seller
Video
13:24
MCQ Test
Exercise
Chapter 3: The Business and Revenue model of The RealFreeCRM
The business and revenue model of RealFreeCRM
Video
49:13
MCQ Test
Exercise
Chapter 4: Identifying Targets & Prospects
4.1 Identifying your Targets & Prospects for Sales CRM
Video
11:16
MCQ Test
Exercise
4.2 Identifying your Targets and Prospects for Service CRM
Video
7:00
MCQ Test
Exercise
4.3 Identifying Targets and Prospects for Special Purpose CRM
Video
17:49
MCQ Test
Exercise
4.4 Practical Tips for Identifying Targets
Video
11:41
MCQ Test
Exercise
4.5 Example of Industries who might buy CRM from you
Video
37:48
MCQ Test
Exercise
Chapter 5: Generating Leads (reaching out to Targets)
5.1 Basic Concepts Of Lead Generation
Video
10:55
MCQ Test
Exercise
5.2 Tools of Lead Generation
Video
38:13
MCQ Test
Exercise
Chapter 6: Qualifying Leads
6.1 Why Qualification is Important
Video
10:3
MCQ Test
Exercise
6.2 Process for Qualifying Leads
Video
12:31
MCQ Test
Exercise
6.3 Practical Tips for Lead Qualification
Video
4:37
MCQ Test
Exercise
Chapter 7: Capability Demonstration
7.1 What is Capability Demonstration?
Video
6:55
MCQ Test
Exercise
7.2 Four Points of Capability Demonstration
Video
31:7
MCQ Test
Exercise
Chapter 8: Closing Steps
8.1 Objection Handling
Video
26:49
MCQ Test
Exercise
8.2 Negotiation
Video
12:36
MCQ Test
Exercise
8.3 Implementation Pathway
Video
9:21
MCQ Test
Exercise
Chapter 9: Follow up
9.1 Implementation Process
Video
18:14
MCQ Test
Exercise
9.2 Audit
Video
9:7
MCQ Test
Exercise
Chapter 10: Customer Retention
Customer Retention
Video
6:20
MCQ Test
Exercise
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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