4.75
(191 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

4.8
Total 191 Ratings
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25 Ratings
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7 Ratings
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3 Ratings
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AR
2 days ago
I get to learn and lot and it's easy to understand.
Dignesh Gohil
4 days ago
Good experience and learning about crm and erp
GM
5 days ago
The course is amazing for beginners, explaining everything in details , getting a fare idea of how CRM works, its modules, its functionality
SK
5 days ago
Very useful and knowledgable video with clear and detailed explanation.
DH
5 days ago
Nice Explanation
VP
6 days ago
Amazing explanation
MV
6 days ago
yes, learnt a lot
Darshan Nikam
6 days ago
It was good and the Explanation was in easy language and easy to understand
TC
1 week ago
great
SS
1 week ago
It was a very interactive and informative session which helped me throughout the session for learning about Sangam CRM. It was explained in a very descriptive and attractive manner. I am glad to attend this session
KP
1 week ago
Got to know about the features of CMF web and mobile interface
VD
1 week ago
Thanks for explaining on the CRM interface
SL
1 week ago
The course is aptly designed, giving just the right amount of information required about the Sanagam CRM. The walk-in videos give a proper idea about the working of the CRM on mobile and web platforms,
SK
2 weeks ago
I gained new insights after completing this course.
AS
2 weeks ago
Very Informative and nicely presented about Web & Mobile related features
Bhavik Dindor
2 weeks ago
Na
SM
2 weeks ago
i REALLY ENJOYED FOR THIS SANGAM CRM
AG
2 weeks ago
Very helpful for a beginner to understand the CRM Concept.
SJ
2 weeks ago
good
SL
2 weeks ago
good

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