Subject: SOP Request: Standard Sangam CRM Implementation Steps
Hello Team,
Can we create a document outlining standard steps for implementing Sangam CRM?
This SOP will act as a guideline for both free and paid CRM users, helping streamline onboarding for new registrations. Additionally, it can serve as a reference during initial meetings with customers, supporting our recommendations for a smooth setup.
Having this in place will ensure consistency and provide customers with a clear path to follow.
Thank you!