4.69
(262 Ratings)

CRM 101: Fundamentals

Categories: Helpdesk, Marketing
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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

4.7
Total 262 Ratings
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46 Ratings
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11 Ratings
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4 Ratings
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BP
3 days ago
Excellent CRM course Easy to understand and very helpful
AM
4 days ago
Excellent Knowledgeable Insightful
MP
5 days ago
very good course with indepth explanation so a viewer can easily understand all the features of CRM user
AV
7 days ago
The course content was well-structured, beginner-friendly, and provided a clear understanding of Sangam CRM's core features. The hands-on examples and practical approach helped me feel confident using the CRM in real-world scenarios. I would highly recommend it to anyone looking to get started with Sangam CRM.
SY
1 week ago
Helpful.. thank you
AK
1 week ago
I have learn a lot from Sangam CRM,
Thanks
RY
1 week ago
my experience was good i am learning something new
HK
1 week ago
It's really easy to understand and learn CRM for beginner.you will get an idea about how can you create,edit and review records in CRM.
VS
1 week ago
Course is very informative and easy to understand. It helped me learn how to manage leads, track calls, and automate tasks effectively.
KB
1 week ago
Nice Cource And Explaination is Good
BS
1 week ago
The course provided a clear and concise overview of how CRM works. It explained key features like lead management, dashboards, and many other aspects of CRM effectively. The real-world examples and simple explanations made it easy to understand. It's a great starting point for anyone new to CRM systems.
RV
1 week ago
good
DP
1 week ago
Learnt a lot
VR
1 week ago
i had basicaly knowledge about CRM .and concepts.
UR
1 week ago
It’s very good
AK
1 week ago
it was good
TJ
1 week ago
Good explanation 👏 Easy learning
SS
1 week ago
very intresting
VM
2 weeks ago
Yes , It was amazing to learn for your organization and will understood the concept of CRM
AV
2 weeks ago
Very informative

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