CRM CONSULTING

Scale smart with a growth-driven powerful CRM framework

Vegacompass, Business optimization through CRM domain & Tech knowledge

our approach

Our CRM Growth Framework

At Vegacompass, we understand that sustainable business growth is driven by strong customer relationships. Our CRM Growth Framework is designed to help businesses unlock the full potential of their CRM systems, transforming them from simple data management tools into powerful engines for growth. By aligning your CRM with your business strategy, we empower you to build deeper connections with customers, increase revenue, and scale efficiently.

OFFERINGS

What we offer

Diagnostics

We analyze your needs and customer paths to find efficiency gains and cost savings. Our focus is identifying streamlining opportunities and cost-cutting measures to boost your business performance.

GTM Funnel and Planning

We review your Salesforce setup, prioritize enhancements, and establish standards for improved productivity through targeted upgrades.

Design & Build

Our CRM architects develop custom applications tailored to your business needs, enhancing CRM functionality to strengthen customer connections.

Maintain Operations

We oversee the CRM backlog, tackling technical debt and data quality issues, ensuring these crucial elements enhance operational efficiency and are not disregarded.

Implementations and Risk-Free Migration

We support essential features, streamline processes, and capture critical data insights that drive productivity, operational efficiency, and informed decision-making.

Analytics

Our team develops effective data models and architectures to simplify reporting, enabling thorough data analysis and driving better decision-making with valuable business insights.

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

View all case studies

CRM Transformation: Automating Lead to Quote for Emaar Energy

Emaar Energy, a leader in chemical engineering and energy solutions with operations in Canada and the Middle East, faced challenges with outdated CRM systems and inefficient processes. A comprehensive analysis of their CRM operations revealed a need for automation across lead-to-quote management and integration with key business systems. By phasing out old legacy systems, Emaar Energy significantly improved efficiency and streamlined operations.

Revamping CRM: Streamlining Systems and Boosting Efficiency for GreenAct Solutions

GreenAct Solutions, a leading environmental and energy audit solutions provider in India, sought to improve its CRM operations by addressing inefficiencies caused by legacy systems and outdated processes. Through a comprehensive CRM growth framework and process analysis, a phased approach was recommended to automate operations, integrate bespoke systems, and gradually eliminate obsolete systems. This transformation aimed to enhance operational efficiency and ensure seamless customer relationship management.

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!”

See Vegacompass in action

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