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51 contributions to Sangam CRM Community
Mar 1 inÂ
Template not picking up the Name while sending the WhatsApp msg
During creation of template to send WhatsApp message to individuals or campaign, selecting "lead" Module & picking up name field from the Target Module. lead name, Still while sending it is not picking up the name, team pls guide on the same
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New comment Mar 6
2 likes • Mar 6
@Rajesh Agrawal Welcome Sir.
Feb 28 inÂ
Cannot Edit Opportunity
I am trying to edit the opportunity but error message shows something went wrong. Please provide solution. URL: https://hks.sangamcrm.com/
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New comment Feb 28
0 likes • Feb 28
Hi @Preet Jivani @Akshay Kale - Yes, there were some technical issue. This has been resolved by our team. Please check this and let me know if you still facing this issue.
Feb 28 inÂ
showing Error
Hello Team, When we edit opportunity showing attached error.
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New comment Feb 28
1 like • Feb 28
@Maulik Nathani - I hope this issue is resolved now. There were some issue which is rectify by our team.
Feb 27 inÂ
Campaign Phase 3 (Documentation)
The campaign module just got an upgrade! New features in v74.1.08 and onwards: - Save drafts: Don't lose your campaign inspiration! - Test campaigns: Run a practice round before launch. - Multi-tag: Apply multiple tags with ease. - Preview templates: See how your campaign will look. - Data visualization: Check campaign performance before launch. Get creative and explore the possibilities!
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New comment Feb 29
1 like • Feb 28
@Rahul Rafaliya In this scenario, it is advisable to design three distinct marketing campaigns since the products vary, and each one has a different subscription period. Additionally, it would be more effective to notify customers about the impending expiration of their product warranty within a specific timeframe rather than sending all notifications at once. This tailored approach ensures a more personalized and strategic communication strategy for each product. Furthermore, to streamline the notification process for above mentioned usescase, I recommend utilizing the workflow mechanism in Sangam CRM. Leveraging this feature allows for real-time messaging to customers, and if you have a Gallabox subscription, you can even send WhatsApp messages for a more immediate and interactive communication experience.
1 like • Feb 28
@Rahul Rafaliya In this case campaign won't help you. You should set workflow and it will send notification to customer acoordingly to condition.
Jul '23 inÂ
Single Sign-on Configuration with Microsoft 365
We are using Microsoft 365 for Unified Communication solution. We would like to use Microsoft Azure Active directory as single sign-on for CRM so our user does not required to remember multiple passwords and MFA can also be implemented. is it possible to do so ?
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New comment Feb 16
0 likes • Aug '23
@Divyesh Doshi Sir, We are releasing SSO integration for web in Septermber month and for mobile application we will release the same in Nov Month.
0 likes • Feb 16
Hi @Divyesh Doshi Sir, Yes, Its available in both the platform. You can enable it from Sangam CRM Admin Panel > Single Sign On.
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@vishal-dake-2876
Product Owner - of Sangam CRM with expertise in product strategy, software development,problem-solving, market analysis, and requirement gathering.
Active 239d ago
Joined Apr 21, 2023
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