What Information Will Be Required If I want To Use CRM For NGO?

Is it possible to use Sangam CRM to handle the membership details of registered members in associations or NGOs? Additionally, can it be used to remind members about upcoming events and notify them accordingly?

Had in depth Discussion with BK Bindu of Prajapita Brahma Kumaris Ishwariya Vidyalaya (international NGO) of Borivali West Center which is a worldwide spiritual movement dedicated to personal transformation and world renewal. Identify Challenges and requirements: Such as inquiry management, Attendance, reporting, Members Management & Events were identified as critical day to day requirements. Customization and Configuration: Sangam CRM was customized to meet their routine process & align perfectly as per their need. Modules & Fields were configured specifically as per their need for managing inquiries from different sources, student field, categories, QR Code Attendance for Members, Event handling and Campaign scheduling with workflow, and Mainly Enhanced Reporting Management of Data & Training: Excel data of existing student was migrated into Sangam CRM, ensuring data integrity and accuracy, from different branches with different member level, category-wise data were set up for detailed reporting and analysis. They wanted to have all their student data along with KYC details with different fields which is searchable in groups, and to identity as per their category of student, Different classes are conducted at various center, new student enrollment, joining, Attendance of student at any center, and various events happening during the year, earlier to Manage this entire task and process was taking a lot of time. Comprehensive training sessions were conducted for all users on effectively utilizing Sangam CRM, the training covered inquiry management, campaign, report generation, and Event processes. Results: PBKIV has experienced a significant boost in efficiency, Reduced time spent on manual processes with automated inquiry / Student management Experience: Implementing this process, we not only provided a solution but also learned valuable insights and skills alongside our client. Thank you Limesh Parekh Sir, Taufik Patel, Vishal dake, Pavan Joshi, and Enjay IT Solutions Ltd. Team For all your Support.

**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.

Use Case: Automation of sending msg via WhatsApp, after lead is generated Making a tag first for Registration of lead, 3 ways lead are registered in CRM Import lead thru CSV, Manual entry of lead, Auto integration thru Google form, all are working fine and lead are generated in CRM Created a workflow automation to send a Thanks msg or any other msg to customer, Once lead is created thru any one of this way, WhatsApp msg thru campaign is shoot out, of specific template And even auto generation of Lead/Registration number goes with Customer name (Using Variable) This is tested and working fine from last 4-5 days no issue, even msg are send with different Mobile nos. Like to Thanks for all the support and guidance to Team Enjay and @Vishal Dake , Even for help given by @Rahul Rafaliya & @Dip Desai to resolve the automation