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CRM 101: Fundamentals

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About Course

This course introduces the fundamentals of Sangam CRM, focusing on helping first-time users navigate the platform’s interface. It includes walkthroughs of both the web and mobile versions to familiarize users with essential features and tools.

What Will You Learn?

  • Understand the basics of CRM systems and their importance in business processes.
  • Gain familiarity with Sangam CRM’s web and mobile interfaces.
  • Be equipped to navigate and perform basic tasks in Sangam CRM confidently.

Course Content

1.1 Understand This Before You Start Using CRM
Video Objective: To introduce the basics of CRM and clarify its purpose in business operations.

  • (A) Video: Understand this before you start using CRM
    19:55
  • (B) Quiz

1.2 CRM Web UI Walkthrough
Video Objective: To familiarize users with Sangam CRM’s web interface and its main features.

1.3 CRM Mobile UI Walkthrough
Video Objective: To provide a detailed overview of Sangam CRM’s mobile app for on-the-go usage.

1.4 Platform-Specific Features
Video Objective: This video highlights the importance of platform-specific features in Sangam CRM. It delves into why certain features are unique to web and mobile platforms, and how these platform-specific optimizations enhance usability and efficiency for different types of users.

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Student Ratings & Reviews

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ST
Sudheesh TS
4 weeks ago
Learned about CRM, how to use and many key points in usage of Sangam CRM.

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