Watch the inspiring success story of Mr. Rahul Rafaliya, founder of Jiyan Infosoft Pvt. Ltd. Mr. Rahul Rafaliya shares how Sangam CRM enabling efficient management of follow-ups, leads, quotations, and reporting. Inspired by a Skool Community courses, Mr. Rahul embarked on his CRM journey, equipped with knowledge and insights to leverage Sangam CRM effectively. Mr. Rahul Rafaliya recommends Sangam CRM for its follow-up reminders, time-saving features, and team management capabilities. A big thanks to @Rahul Rafaliya 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!

Watch the inspiring success story of Mr. Dip Desai, the owner of Technofet, a leading website design services provider, transformed their operations with Sangam CRM from Enjay IT Solutions Ltd. Mr. Dip Desai previously relying on Excel for lead management, follow-ups, and support. With Sangam CRM, Technofet ensures no lead goes unnoticed and no follow-up is missed. Embracing the power of Sangam CRM, Technofet expanded its horizons, implementing the solution across various industries, including real estate and digital marketing. As Dip Desai testifies, Sangam CRM not only streamlines business processes but also fosters structure, organization, and smooth operation. A big thanks to @Dip Desai 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!

Hum facebook and ppc ( Google ) add start karre hai uska leads direct hume crm m aai uske liye kya karna hoga hume ? Please help

In opportunity lets say there is Demo required to be given to customer and this Demo is managed by other user so in this case shall we create Activity or Ticket for this user, assume this can be achieved in both ways but which is more preferred approach Thank you

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.