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Sangam CRM Community

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46 contributions to Sangam CRM Community
Advance Filter Error - Payment Details Module
Advance filter is not working in payment details module!!! Need help!!!
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New comment Jun 4
0 likes • May 24
@Pavan Joshi https://acumen.sangamcrm.com/dashboard
0 likes • May 25
No. Only for one report it works. Doesn't work for others . example is,
Payment Details Module Not Working
when he apply fillter then we will get this error
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New comment May 3
Payment Details Module Not Working
1 like • May 3
@Pavan Joshi Yes. Thanks. Please don't remove this post. In case, we need to do RCA in future, we can refer.
0 likes • May 3
@Rahul Rafaliya Usually it works perfectly. It is more than a year. We found the solution for intermittent loading trouble. Thanks for your input.
Success Story of Free Sangam CRM Users : Mr. Gaurang Bhatt | Mitosis Informatiq LLP
Watch the inspiring success story of Mr. Gaurang Bhatt, founder of Mitosis Informatiq LLP. With a partnership spanning 13 years, Mr. Gaurang has been an integral part of our journey at Enjay IT Solutions Ltd. Mr. Gaurang shares how Sangam CRM's free version has revolutionized their workflow, leveraging modules like leads, opportunity, ticket, and campaign management. Mr. Gaurang praises the exceptional support provided by our team at Enjay IT Solutions. Regardless of expertise, our team goes above and beyond to assist, ensuring smooth operations for Mitoisis. He beautifully articulates the balance between efficiency and effectiveness. While other tools may offer efficiency, Sangam CRM brings forth the crucial aspect of effectiveness, paramount in driving business success. A big thanks to @Gaurang Bhatt for sharing his journey. As you embark on your Sangam CRM adventure, remember - it's not just a tool; it's a partner in your success. Now, it's your turn to explore possibilities with Sangam CRM. Head to the platform, share your experiences and be part of this vibrant community. Your success story could be the next one we share!
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New comment Mar 30
Success Story of Free Sangam CRM Users : Mr. Gaurang Bhatt | Mitosis Informatiq LLP
0 likes • Mar 30
@Pavan Joshi Thank you.
0 likes • Mar 30
@Soumitra Ghotikar Exactly. Thanks.
Transforming Client Management: How Sangam CRM Revolutionized Acumen Business Catalyst's Operations
**Company** Acumen Business Catalyst is a pioneering leader in the realm of business consulting and training services, with a strong market presence in India and abroad. From large conglomerates to startups, SMEs, and family-run businesses, Acumen caters to a diverse clientele across industries including Manufacturing, Real Estate, FMCG, Telecom, Automotive, and Pharmaceuticals. With over two and a half decades of experience, Acumen is highly sought-after for its expertise, ability to customise and deliver excellence to their clients. **Challenges** Acumen, having been in business for over two decades with an exhaustive client list, faced a challenge in managing and following up on multiple leads for training and consulting services from both existing and new clients. Despite having processes in place as consultants, they lacked the necessary tools to streamline these tasks efficiently. **Solution** We saw that Sangam CRM could seamlessly align the various opportunities being generated by Acumen. Since **Sangam CRM is a no-code to low-code solution,** we could design additional reports to ease payment collection. We proposed grouping companies and assigning them to salespersons for better management of current, dead, or revived opportunities with complete and timely interaction notes. The suggestions were mutually agreed upon and Acumen swiftly adopted **Sangam CRM within a mere 2 weeks. **Success** There was a visible improvement in customer communications and the sales cycle, particularly in terms of proposal preparations. The reports prepared for payment collection, accompanied by charts, significantly improved their understanding of cash flow dynamics. As a result, Acumen's Monday review meetings became effective and productive.**Experience and Learning**The Acumen Team, being a group of consultants, were experienced and sharp. This made concepts easy to explain, and their adaptability to the changes was rather quick. We learnt a number of sales concepts from this assignment which will help us implement Sangam CRM with other prospects. Their requirements for payment collection charts pushed us to learn some hidden features and capabilities of **Sangam CRM.
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New comment Mar 29
Error while trying to access User management detail view.
https://mitosisinformatiqllp.sangamcrm.com/users/3fc5f4d1-679c-4fa8-b519-f164d3443902 Getting something went wrong error. In Admin panel/User managment from List view to Detail view for selected user.
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New comment Mar 12
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Gaurang Bhatt
5
316points to level up
@gaurang-bhatt-9821
A keen CRM process and tools learner. More than 3 decades of experience in transforming businesses. Based in Mumbai, India.

Active 163d ago
Joined Apr 24, 2023
Mumbai, India
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