Implementing CRM is a process, making it mandatory for the teams to use it is Policies and Teams using the CRM by teams automatically is culture of the organisation. Design Process in the organisation, make Policy to implement that processes by the team. If the process is used automatically by the teams then it is culture. It will take time for the organisation to start using CRM religiously, there should be policy and there should be checks and supervision whether the processes designed are used properly or not. Over the period of time it becomes culture of the organisation where the teams use the processes as default. - Culture emerges organically, while policy is designed and implemented. - Culture influences indirectly, while policy influences directly. - Culture changes slowly, while policy changes more readily. From "Cracking CRM Code" by Mr. Limesh Parekh

email Automation Workflow

We've noticed an influx of leads coming to my email ID in standerd format, and we aim to integrate them seamlessly into our lead module. Additionally, we'd like to implement an auto-distribution system to assign these leads to selected users.

Videos are available in classroom covering most of the topics , most of the videos are zoom recordings with discussions with participants. It will be convenient if there are topic wise videos, just a seperate video explaining each module, features and how to configure it. Sometimes we go back to videos multiple times. It will be easy and convenient for users, we can refer to exact video for clarification.

I saw new Sangam CRM website, i am using Sangam CRM since last 2 months, i am sorry i never visited website, today i saw it for the first time and it is good and informative. only one suggesstion Customer stories Tab is not opening.