Sangam CRM

Customer Data Management (CDM)

• Contact Management
  Store and manage all customer contact details in one place
• Account Management
  Track and organize customer accounts systematically.
• Customer Profiles
  Build detailed profiles with customer history and preferences.
• Contact Segmentation
  Group contacts based on behavior, demographics, or needs
• Activity History
  Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

• Lead Management
  Capture, track, and nurture leads efficiently.
• Contract Management
  Manage customer agreements and contracts digitally
• Order Management
  Handle customer orders from booking to delivery.
• Quote Management
  Generate and manage quotations for deals.
• Sales Forecasting
  Predict future sales and revenue using historical data and current opportunities.
• Deal Management
  Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
• Workflow Automation and Management
  Automate repetitive tasks and workflows to improve sales team efficiency.
• Opportunity & Pipeline Management
  Visualize and track deals through stages from lead generation to closing.
• Territory Management
  Assign, monitor, and optimize sales territories to improve regional sales efforts.
• Sales Automation
  Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Marketing Automation

• Campaign Management
  Plan and execute marketing campaigns.
• Lead Nurturing
  Engage leads through automated follow-ups
• Customer Segmentation
  Divide customers into groups for targeted campaigns.
• Automated Campaigns
  Run marketing campaigns automatically with triggers.
• Email Marketing
  Design and send personalized email campaigns, track opens, clicks, and conversions.
• Customer Journey Tracking
  Monitor and analyze the customer journey from awareness to purchase.
• Event-Triggered Workflows
  Automate responses and actions based on customer behaviors (e.g., email opens, site visits).

Data Sourcing / Integrations

• Social Media Integration
  Connect with social media platforms for engagement
• Data Import/Export
  Easily move customer data in or out of the system.
• API Access
  Integrate with other apps via APIs.
• Calendar Integration
  Sync tasks and meetings with calendars.
• Third Party Integrations
  Connect CRM with a variety of third-party tools and services to enhance functionality.
• Email Marketing Tools Integration
  Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
• Marketing Tools Integration
  Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
• eCommerce Integrations
  Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
• Interactive Voice Response (IVR) Integration
  Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

• Team Communication
  Enable smooth communication within teams
• Task / Activity Management
  Assign and track team tasks easily.
• Document Sharing & File Storage
  Store and share files securely
• Omnichannel Support & Engagement
  Support customers across multiple channels

Security & Compliance

• Data Encryption
  Protect customer data with encryption technology.
• Role-Based Access Control (RBAC)
  Restrict data access by user roles.
• Backup & Disaster Recovery
  Ensure business continuity with secure backups and disaster recovery plans.
• GDPR & Data Privacy
  Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
• Audit Trail
  Track changes and updates within the system for enhanced security and transparency.

AI & Machine Learning

• Lead Scoring
  Prioritize leads based on AI-driven scoring.
• Chatbots
  Automate responses and assist customers via bots.
• Predictive Analytics
  Leverage AI to predict future trends, sales, and customer behavior for better decision-making.

Reporting & Analytics

• Campaign Performance
  Measure success of marketing campaigns.
• Custom Dashboards
  Create dashboards for key insights.
• Sales Performance Reports
  Track sales growth and agent performance.
• Performance Tracking
  Monitor overall business and team performance
• Predictive Analytics
  Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
• Real Time Analytics
  Monitor and analyze real-time data to make timely, informed decisions.
• Customer Insights
  Analyze customer behavior and interactions to gain actionable insights for better engagement.
• Forecasting & Trends
  Use historical data to forecast future sales and trends for improved business planning.

Alerts & Notifications

• Customer Interaction Alerts
  Get notified of key customer activities
• SLA Violations
  Alerts when service agreements are breached
• Event-Triggered Notifications
  Automatically notify users of key events, such as new leads, meetings, or customer actions.
• Custom Workflow Alerts
  Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
• System Errors/Failures
  Receive immediate notifications for any system failures or errors for quick resolution.
• Workflow Trigger Alerts
  Alert users when specific workflow conditions or triggers are met.
• Lead Activity Alerts
  Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Others

• Ticket Management
  Manage and resolve customer support tickets
• Product Masters
  Maintain product catalogs within the system.
• User Break Managements
  Track employee breaks and availability
• Rule Engines
  Automate business rules and decision-making
• Group Notices