Sangam CRM Implementation at PBKIV · Sangam CRM Community

Sangam CRM Implementation at PBKIV

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.

#sangamcrm #sangamcrmsuccessstory #sangamcrmimplementaion #crmsoftware #crmimplementation

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