Read Time: 3 minutes If you want to learn how to use google sheet integration in Sangam CRM then you are at the right place. The entire process of syncing your CRM data into a Google sheet has been explained in the below video. … Read More
How to Schedule Report in Sangam CRM?
Read Time: 5 minutes With Schedule reporting, now you can email the scheduled reports to stakeholders or anyone outsider who doesn’t have access to CRM. Isn’t that an Awesome Feature? The best part is, that the set scheduled reports are sent to Automation. All … Read More
How deduplication works in Sangam CRM?
Read Time: 5 minutes Data has great importance in the business world, but one of the biggest problems that we all deal with is the deduplication of data. When the same data gets recorded in the database more than once, it is called duplicate … Read More
Campaign Management in Sangam CRM
Read Time: 4 minutes Customer Relationship Management solutions are designed to help organizations build better customer relationships. CRM solutions consist of various modules to manage sales and services. Most CRM solutions also come with a Campaign Management Module for conducting WhatsApp campaigns, Email campaigns … Read More
Who Should Manage Master Data?
Read Time: 4 minutes In this blog post, we will understand “Who should manage Companies Master Data”. Before we discuss who should manage it, let us understand first what Master data are. What are Master data? Companies Master data are the database where every … Read More
How can we prevent insertion of duplicate data in CRM?
Read Time: 3 minutes Watch the below video to learn how can we prevent insertion of duplicate data in CRM? When there are multiple records in the system with a similar piece of information, say, the same contact number or email address, then this … Read More
What is Global Search in CRM and its Configuration
Read Time: 3 minutes How great it would be to get all the customer information you need about a company or person simply with a single click. To do this, you’ll need to know what global search is and how it can help your … Read More
Should We Build a Custom CRM or Buy a Readymade CRM?
Read Time: 5 minutes Which is better: Custom CRM or Readymade CRM? Should We Buy a Readymade CRM or Build a Custom CRM?, you might have come across this question while planning to have a CRM solution in your business. Well, In business there … Read More
Two big confusions business owners have when they are Planning to buy CRM.
Read Time: 4 minutes In this article, I will be clearing out two big confusions through which a CRM buyer goes through while buying a CRM solution for their business. If you too are confused between CRM & ERP and if you are not … Read More
Understanding Strategy, Implementation and Execution of CRM (Video)
Read Time: 3 minutes Your CRM strategy, implementation, and execution need to be perfect to succeed in your CRM journey. Before we start discussing the strategy, implementation and execution of CRM, we need to understand these three terms. Surprisingly, most people are confused about … Read More
How to buy a CRM? The secrets that no one tells you. (Video)
Read Time: 2 minutes Your CRM requirement cannot come from CRM features. Your CRM requirement comes from the problems that you want to solve and the goals you want to achieve. The purpose of this video is to make the most authentic CRM buying … Read More
How not buy a CRM? Seven mistakes to avoid (Video)
Read Time: 4 minutes Old methods of purchase and procurement don’t work with CRM. Traditional methods of comparison charts and Lowest bidder wins don’t work for buying a CRM. This video is in two parts. First, we discuss how not to buy a CRM, … Read More