In today’s competitive market, an efficient sales process is the key to growth. Sangam CRM’s Sales Management Module empowers organizations to streamline their sales operations through automation, visibility, and insightful reporting. Here’s a look at how one organization transformed their sales operations using Sangam CRM.

  Organization Structure:

I.Name: Tech Solutions Pvt. Ltd.

II.Industry: IT Services & Solutions

III.Team Members:

• • •     Sales Manager – Priya Shah

    •     Regional Sales Executives – 5 (North, South, East, West, Central)

    •     Inside Sales Team – 3 Members

    •     Reporting Hierarchy: Sales Executives → Sales Manager → Director – Sales

      IV.CRM Access:

      • • Sales Executives: Lead & Opportunity modules

        • Sales Manager: Full Sales module access with analytics

        • Director: Read-only access to reports and dashboards

Customer Issue:
The Sales Manager, Priya, needed weekly performance reports for her team but was dependent on manual data collation via spreadsheets.

Sangam CRM Solution:
We configured custom reports in Sangam CRM based on lead status, opportunities, and conversions by region. Reports were auto-scheduled to be emailed every Monday at 9 AM to the Sales Manager and Director.

Outcome:

I.Saved 3 hours/week of manual effort

II.Enabled quick decision-making using accurate, real-time data

Customer Issue:
       Regional Sales Executives were missing follow-ups, leading to lost opportunities.

Sangam CRM Solution:
       We activated the Lead Follow-up Reminder feature. Based on lead stage and last activity, the CRM auto-notified           executives with daily follow-up tasks. Additionally, mobile CRM access enabled them to update lead status on             the go.

Outcome:

I.25% improvement in follow-up adherence

II.Conversion rate improved by 18% within 2 months

I.Lead Management: Leads from the website and marketing campaigns were auto-captured via web-to-CRM integration.

II.Opportunity Tracking: Sales stages were customized to match TechNova’s cycle: Initial Contact → Proposal → Negotiation → Closure.

III.Sales Pipeline Visualization: Provided a visual dashboard of all opportunities by stage, value, and region.

IV.Quotation & Invoicing: Executives generated quotes directly from CRM using pre-set templates.

V.Custom Reports & Analytics: Weekly team performance, regional trends, and closure time reports helped the management drive strategic actions.

VI.User Role Management: Access control ensured that each team member only viewed data relevant to their role.

VII.Integrations: Connected CRM with ERP and email tools for a seamless workflow.

Sangam CRM’s Sales Management Module helped Customer to streamline their sales processes, improve accountability, and enhance overall sales efficiency. Whether it’s automation, integration, or reporting, Sangam CRM delivers a scalable solution tailored to your organization’s structure.

Explore more at www.sangamcrm.com

This solution was implemented by Aditi IT Software Solutions Pvt. Ltd., a leading provider of CRM and ERP solutions, enhancing your business operations with industry-leading technologies.