As your business grows, so do the challenges.
Many businesses struggle with scaling their CRM systems and processes as their client base expands.
- Manual data entry kills productivity.
- Inefficient systems can lead to missed opportunities.
- Limited Visibility: You canโt fix what you canโt see.
- Data breaches can erode client trust.
- As you grow, inefficient systems might lead you to a drop in customer satisfaction.
CA Balkrushna Vaghasia, founder and CEO of Axanoun Investment, managing 200-250 crores in assets, encountered similar problems.
They were using Google Sheets for managing business processes led to operational inefficiencies, unauthorized edits, and risk of data breaches.
To overcome these challenges, he sought a CRM that could support their exponential growth.
After evaluating multiple options, they chose Sangam CRM
๐ง๐ต๐ฒ ๐ฟ๐ฒ๐๐๐น๐๐?
- ๐๐ป๐ฐ๐ฟ๐ฒ๐ฎ๐๐ฒ๐ฑ ๐๐ผ๐ป๐๐ฟ๐ผ๐น ๐ผ๐ป ๐๐๐๐ถ๐ป๐ฒ๐๐ ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐
- ๐ ๐ถ๐ป๐ถ๐บ๐ถ๐๐ฒ๐ฑ ๐ต๐๐บ๐ฎ๐ป ๐ฒ๐ฟ๐ฟ๐ผ๐ฟ ๐ฎ๐ป๐ฑ ๐ถ๐บ๐ฝ๐ฟ๐ผ๐๐ฒ๐ฑ ๐ฐ๐น๐ถ๐ฒ๐ป๐ ๐๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ.
- ๐๐ฎ๐ถ๐ป๐ฒ๐ฑ ๐ฑ๐ฎ๐๐ฎ ๐ฑ๐ฟ๐ถ๐๐ฒ๐ป ๐ถ๐ป๐๐ถ๐ด๐ต๐๐
- ๐๐ป๐ต๐ฎ๐ป๐ฐ๐ฒ๐ฑ ๐๐๐๐๐ผ๐บ๐ฒ๐ฟ ๐๐ ๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ
Mr. Balkrishna recommends Sangam CRM to other wealth management firms.
His advice? ๐๐บ๐ฝ๐น๐ฒ๐บ๐ฒ๐ป๐ ๐๐ฅ๐ ๐ถ๐ป ๐ฎ๐ฑ๐๐ฎ๐ป๐ฐ๐ฒ ๐๐ผ ๐๐๐ฎ๐ ๐ฎ๐ต๐ฒ๐ฎ๐ฑ ๐ผ๐ณ ๐ด๐ฟ๐ผ๐๐๐ต ๐ฐ๐ต๐ฎ๐น๐น๐ฒ๐ป๐ด๐ฒ๐.