Event Recording
Efficient quotation management is crucial for modern businesses. Our recent workshop delved into the powerful tools and features of Sangam CRM, helping users streamline their quotation processes for enhanced productivity and accuracy.
Who Should Watch
Business owners looking to automate and enhance their sales processes.
Sales and finance professionals managing quotations and invoices.
CRM administrators optimizing the use of Sangam CRM for their teams.
What We Covered
During the workshop, participants learned how to:
Create and manage quotations on both web and mobile interfaces.
Customize quotations with tax calculations, discounts, and company logos.
Convert quotations into invoices effortlessly, ensuring seamless record-keeping and numbering.
Configure branch-specific settings for multi-location businesses.
Integrate quotations and invoices with Tally accounting software for a unified workflow.
