CRM CONSULTING

Maximize CRM ROI with targeted audit and cost optimization

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Vegacompass, Business optimization through CRM domain & Tech knowledge

our approach

CRM Audit and Technical Debt Optimization

Over time, businesses often accumulate unused features, redundant processes, and unnecessary costs in their CRM systems. Whether your CRM has grown too complex, too costly, or is underutilized, our audit and optimization service helps you regain control. We thoroughly assess your current CRM usage, identify areas for improvement, and provide actionable strategies to reduce costs while enhancing performance. We ensure your CRM is delivering maximum ROI by conducting thorough audits and recommending cost-saving improvements tailored to your needs.

OFFERINGS

What we offer

Vegacompass, Business optimization through CRM domain & Tech knowledge

Comprehensive CRM Audit

We assess your CRM's performance, utilization, and alignment with your goals, covering user adoption, workflows, and feature usage to provide a clear operational overview.

Vegacompass, Business optimization through CRM domain & Tech knowledge

Cost Analysis & Optimization

We identify unnecessary CRM expenses and recommend cost-saving measures, like adjusting subscription plans, removing redundant features, or renegotiating vendor terms.

Vegacompass, Business optimization through CRM domain & Tech knowledge

Workflow & Process Optimization

We streamline your CRM workflows by identifying bottlenecks and inefficiencies, allowing your team to focus on high-impact activities.

Vegacompass, Business optimization through CRM domain & Tech knowledge

License Management & Consolidation

We help review and optimize CRM license usage, ensuring you pay only for what you need, and assist with contract consolidation to reduce costs.

Vegacompass, Business optimization through CRM domain & Tech knowledge

Data Integrity & Cleanup

We improve data quality by removing duplicates and correcting inaccuracies, making your CRM a more reliable tool for sales, marketing, and service.

Vegacompass, Business optimization through CRM domain & Tech knowledge

User Training & Adoption

We provide training to boost CRM adoption and productivity, addressing feature underutilization due to system complexity.

Vegacompass, Business optimization through CRM domain & Tech knowledge

Security & Compliance Review

Our CRM audits review security and compliance with standards (e.g., GDPR, CCPA), identifying vulnerabilities and recommending ways to enhance data protection.

case studies

Our success stories

Real stories, real success. Learn how we’ve helped businesses like yours grow and connect better with their customers. Our case studies highlight real CRM strategies that drive results and improve experiences

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Vegacompass, Business optimization through CRM domain & Tech knowledge

CRM Audit Excellence: Streamlining Systems and Slashing Technical Debt for Linq Systems

Linq Systems, a K12 software provider in the US, faced challenges with its current CRM system due to accumulated technical debt and inefficiencies in its processes. To address these issues, a comprehensive audit was conducted, covering code, security, system functionality, and application utilization. Following the audit recommendations, Linq Systems significantly reduced its technical debt, streamlined operations, and improved customer service efficiency.

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Vegacompass, Business optimization through CRM domain & Tech knowledge

CRM Audit Excellence: Eliminating Technical Debt and Streamlining Operations for a Global Logistics player

OSM Worldwide, a global logistics firm headquartered in the US, sought a comprehensive audit of its current CRM systems to address inefficiencies and improve customer operations. The audit included an in-depth analysis of code, security, system performance, and application utilization. Based on the findings, strategic recommendations were made, enabling OSM to significantly reduce technical debt, optimize processes, and enhance overall customer service.

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Vegacompass, Business optimization through CRM domain & Tech knowledge

Salesforce System Audit: Maintain Lean system by reducing Technical Debt for Century Global

Century Global, a financial services and debt consolidation company in the US, sought to optimize its Salesforce CRM through a comprehensive audit. The audit covered several key areas, including system performance, code quality, security, and user roles. The findings and recommendations helped Century Global eliminate technical debt, streamline processes, and enhance customer operations for improved business outcomes.

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Vegacompass, Business optimization through CRM domain & Tech knowledge

Talk to Our Experts

Book a session with our experts to explore customized CRM solutions for your business growth

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Hear about our work

Mr. Kiyani

Head Tabernacle Group, Tabernacle Health Group

“The technical and consulting team helped manage our healthcare program operations through mobile application seamlessly. The functionality was built to help setup end to end health program system management with data guidelines. A dedicated app to help streamline entire operations proved wonders.”

Mr. Mulla

CEO, Emmar Energy

"Thanks to this team, our team can now manage client relationships with ease. The CRM is intuitive, and their support team is always available to assist. We've saved countless hours in manual data entry!"

Mary Harrison

Former Head of Marketing-Hexagon

“Charu (CEO- Vegacompass) is a very hard-working person who can tackle any CRM problem with ease. We have worked together on several projects, and I found him a highly skilled and dedicated professional. His expertise in the field of CRM helped the company immensely. He’s also an all-around great guy to work with! I highly recommend him to anyone looking for help on their team or CRM project.”

Teddy Yip

Head of Services, DSG Group

"We struggled with volunteer data management until we partnered with Charu and team. Their CRM solution, data approach, support management optimized through Salesforce streamlined our processes and helped us manage our non profit efficiently. We've seen a 35% increase in volunteer retention and management!"

Chaitanya P

Operations Head, MaxxTrader - A Singapore Exchange firm

“With our previous CRM, we faced issues with data integration and reporting. Thutech (Now VegaCompass) team provided a seamless solution that helped us automate workflows and improve communication between departments for effective operations and sync between departments. Fantastic service!”

Vegacompass, Business optimization through CRM domain & Tech knowledge

See Vegacompass in action

Watch our journey of delivering impactful CRM solutions that empower businesses worldwide

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Got a CRM challenge or inquiry? Reach out to us

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Vegacompass, Business optimization through CRM domain & Tech knowledge