CRM adoption is the final and most critical phase of CRM success. This course focuses on strategies to ensure that your team actively uses the CRM and derives maximum value from it.
Tag: CRM Studio
Implementing CRM: A Practical Guide for Business Owners & Leaders
Selecting a CRM is only the first step; its success depends on proper implementation. This course provides a step-by-step guide to onboarding your team, setting up workflows, and ensuring successful CRM adoption in your organization.
The CRM Buying Process: A Practical Guide for Business Owners & Leaders
Buying a CRM is not just about selecting a tool; it’s a strategic decision that impacts your entire business. This course provides an in-depth understanding of the CRM purchasing journey, covering key factors like decision-making authority, why trials often fail, the role of proof of concept, misleading comparison charts, deployment options, data security, and best […]
CRM Admin Studio: Layout Mastery
This course is all about mastering CRM layouts for both web and mobile. You’ll learn how to set up and customize layouts like List View, Edit View, and Detail View to make CRM easier and more useful for your team. Whether you’re working on a computer or mobile, this course will help you make the […]
CRM Admin Studio: Essentials
The “CRM Admin Studio: Essentials” course introduces you to the foundational features and capabilities of the Studio module in Sangam CRM. This course is designed for beginners who want to understand how Studio provides flexibility and control over CRM modules and fields, without diving into configuration details.
CRM Admin Studio: Layout Mastery
This course is all about mastering CRM layouts for both web and mobile. You’ll learn how to set up and customize layouts like List View, Edit View, and Detail View to make CRM easier and more useful for your team. Whether you’re working on a computer or mobile, this course will help you make the […]
CRM Admin Studio: Essentials
The “CRM Admin Studio: Essentials” course introduces you to the foundational features and capabilities of the Studio module in Sangam CRM. This course is designed for beginners who want to understand how Studio provides flexibility and control over CRM modules and fields, without diving into configuration details.