Mastering Sangam CRM OPR Dashboard
Unlock the full potential of Sangam CRM’s OPR Dashboard—a game-changer for managing your business processes.
Date
December 13, 2024
Time
4:30 PM - 06:00 PM
Why You Should Attend?
Discover how the Sangam CRM OPR Dashboard can revolutionize the way you manage your business processes across sales, marketing, helpdesk, and service. This session will showcase how the dashboard is not just a tool but a strategic enabler for better decisions and seamless operations.
Who Should Attend?
Pre-sales & Sales Teams: If you want to stay on top of your leads, track follow-ups, and focus on closing more opportunities without missing any details.
Service & Support Teams: If you want to ensure timely ticket resolutions, track open queries, and never let customer satisfaction drop.
Marketing Teams: If you’re looking to analyze campaign performance, track lead quality, and optimize your ad spend effectively.
Managers & Team Leaders: If you aim to monitor team performance, identify bottlenecks, and ensure everyone meets their targets.
Product Managers : If you’re managing multiple projects and want clear visibility into progress, deadlines, and completed tasks.
Business Owners: If you want a single dashboard to oversee all functions and make informed decisions quickly without getting lost in details.
Event Agenda
Introduction to OPR
Learn how the OPR framework (Open, Periodic, Results) simplifies business tracking and boosts productivity.
Reviewing Tasks and Follow-ups
Discover how the dashboard helps prevent missed follow-ups, overdue tasks, and delayed tickets.
Key Features of OPR
Understand how the dashboard highlights in-process tasks, periodic updates, and completed results.
Live Demo of OPR Dashboard
See a practical demonstration of how the dashboard streamlines sales, service, and marketing tasks.
Dashboard Configuration
Learn how to customize the OPR dashboard and metrics based on your role, business function and needs.
Q&A Session
Get answers to your queries and learn how the OPR Dashboard can fit your specific use cases.
About Our Speaker
Mr. Limesh ParekhCEO & Managing Director - Enjay IT Solutions Ltd.
