4.70
(245 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 245 Ratings
5
190 Ratings
4
41 Ratings
3
10 Ratings
2
4 Ratings
1
0 Rating
SS
1 hour ago
very intresting
VM
18 hours ago
Yes , It was amazing to learn for your organization and will understood the concept of CRM
AV
21 hours ago
Very informative
Renu Chhimpa
1 day ago
I have been using Sangam CRM for a while now, and the experience has been excellent. The mobile-first design makes it very easy to use on the go. Features like Clock-In, Check-in/Check-out, and Call Logger are very helpful for daily operations. Offline access is a great advantage, ensuring that work doesn’t stop even without internet. Overall, it's a reliable and user-friendly CRM that boosts productivity.
PK
3 days ago
good
P.
3 days ago
Good course content
Amit Chaubey
3 days ago
Very well understanding of CRM features
RP
3 days ago
superb for fresher who are recently joined or got the working domain as crm than it is very helpful to understand the basic modules and usage
AM
3 days ago
got to learn new things and modules through this course.
ML
3 days ago
Best Course for studying CRM
HM
4 days ago
Yes, it is good course to learn such a ability.
AD
5 days ago
The course is very good and structured way , also I have learned a lot of this.
DD
5 days ago
Good
AN
5 days ago
CRM is most not just about Accuracy. It's all about game changing tool in business
PY
6 days ago
It is an informative course including how to use & daccess CRM through mobile and desktop with all its existing features.
RG
6 days ago
Good
YC
7 days ago
The Sangam CRM course is designed to train users on how to effectively use the Sangam Customer Relationship Management platform. Here's a short overview:

🔹 Course Overview (Short)
Purpose: Learn how to use Sangam CRM for sales, attendance, task management, and reporting.

Platform Coverage: Web and mobile (Android/iOS).

Key Features Covered:

Clock-in/Clock-out for attendance with location & time

Check-in/Check-out during client visits

Lead and Task Management

Advanced Reporting (web-only)

Mobile-exclusive tools for field employees

Target Users: Sales teams, field agents, and managers

Goal: Improve efficiency, transparency, and decision-making through CRM usage
AR
7 days ago
would rate this course as Excellent. It provided clear explanations, practical examples, and was easy to understand. The content was well-organized and helped me gain a strong understanding of CRM and its real-world applications. I highly recommend it to anyone looking to enhance their CRM knowledge.
SM
1 week ago
Really Good for beginners 👍
NP
1 week ago
I didn't know anything about CRM but after this course i got very good knowledge on it Thank You Very Much...

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