CRM CONSULTING

Our CRM solutions built to fit and scale with your business

Vegacompass, Business optimization through CRM domain & Tech knowledge

our approach

Our CRM Right Fitment Planning

Every business is unique, and a one-size-fits-all CRM solution rarely meets every need. CRM Right Fitment Planning ensures you adopt a CRM platform that is the right size, scope, and functionality for your business. We take into account factors such as business size, industry requirements, current systems, and long-term growth plans to find a CRM that truly aligns with your goals. With our expert guidance, you’ll avoid the costly mistakes of implementing a misfit CRM and ensure that your solution is scalable, efficient, and adaptable.

OFFERINGS

What we offer

Comprehensive Business Needs Assessment

We assess your processes, challenges, and goals to identify essential CRM functionalities, ensuring our recommendations meet needs for lead management, marketing, or support.

CRM Platform Evaluation & Recommendation

We evaluate CRM platforms like Salesforce, HubSpot, and Microsoft Dynamics, focusing on features, scalability, and integration, to help you choose the best-fit CRM.

CRM License Comparison

Choosing the right CRM also means selecting the right licenses. We compare costs, support, flexibility, and stability to ensure the license meets your business needs.

Customization & Scalability Planning

We assess your processes, challenges, and goals to identify essential CRM functionalities, ensuring our recommendations meet needs for lead management, marketing, or support.

Integration with Existing Systems

We evaluate CRM platforms like Salesforce, HubSpot, and Microsoft Dynamics, focusing on features, scalability, and integration, to help you choose the best-fit CRM.

Cost-Benefit Analysis & Budget Planning

We conduct a clear cost-benefit analysis, aligning your CRM investment with budget goals to ensure you maximize value while staying within financial limits.

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 Overhaul: Streamlining Systems and Boosting Automation for MaxxTrader

MaxxTrader, a subsidiary of Singapore Exchange, aimed to optimize its CRM operations by identifying the right CRM fit, integrating bespoke systems, and phasing out outdated legacy platforms. With a focus on improving efficiency and automation, MaxxTrader embarked on a systematic overhaul of its CRM infrastructure, leading to improved customer management and streamlined processes.

CRM Transformation: Streamlining Pharma Operations with Automation for Peach Base Pharma

Peach Base Pharma, a natural products-based pharma services company in India, aimed to modernize its customer relationship management (CRM) operations. With inefficient processes and scattered customer data, the company sought expert guidance to recommend the right CRM system. Through a phased implementation roadmap, the goal was to improve efficiency, automate workflows, and optimize customer data 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