01
Your systems, your ownership
Client accounts, licences, databases and business data remain under your ownership and control. Work takes place in your approved systems; any necessary export is agreed in scope.
CRM and digital marketing Hong Kong
Marketing you can actually measure - in your CRM.
We run the customer side of the business for corporate clients: the CRM that holds the data, the campaigns that fill it, and the reporting that shows what each one returned.
Strategy. Systems. A clear view of what works.
THE CUSTOMER SIDE, CONNECTED
One accountable team
Every connection
counts.
CampaignsCRMReporting
10
service lines under one team
1
monthly report, every channel
48 hrs
initial campaign outline after an approved brief
HK
registered, serving Asia and EMEA
What we do
Ten service lines, one accountable team
01
Marketing strategy and campaign planning
Campaign objectives, audiences, channels, budgets, responsibilities and measurement points documented in an agreed plan.
- Approved brief
- Channel planSearchEmailPaid social
- Launch & review
02
Lead generation and customer acquisition
Paid, search, email and outbound activity coordinated around a qualified-lead definition agreed with the client’s sales team.
03
Email marketing and marketing automation
Lifecycle messages, sequences, triggers and follow-up rules designed for implementation inside the client’s approved platform.
04
Digital campaign coordination
Coordination of media planning, campaign assets, schedules, approvals and reporting across the channels included in scope.
05
Customer retention and reactivation
Segmentation and campaign planning for renewal, repeat-purchase, win-back and re-engagement activity.
06
CRM consulting and implementation coordination
Requirements review, platform assessment, configuration planning, rollout coordination and documented handover for the client’s team.
Clean records
ProspectsCustomers
Lifecycle flows
07
Customer segmentation and database management
Field structure, deduplication rules, data-quality reviews and reusable segments prepared for agreed campaign and reporting needs.
08
Customer journey and sales-funnel management
Lifecycle stages, ownership rules, handover points and follow-up processes mapped from initial enquiry to agreed commercial outcomes.
09
Client onboarding and CRM training
Role-based sessions, operating notes and process guidance for the sales, marketing and support users included in the project.
10
CRM and marketing performance reporting
A monthly report covering the agreed channels, customer activity and pipeline measures available from the client’s systems.
Subject to scope
- Market analysis
- Competitor review
- Social media
- Search marketing
- Content production
- Brand development
What lands on your desk
Four deliverables, on a fixed rhythm
No retainer without a dated scope
01
Campaign plan
Channels, budget split and the qualified-lead definition your sales team signed off.
02
Clean CRM
Deduplicated records, consistent fields and segments that hold when a campaign runs.
03
Automation
Lifecycle sequences and triggers running inside your platform, documented step by step.
04
Monthly report
Spend, qualified leads and pipeline per channel, with the three changes we propose next.
How we work
Four stages, each with a dated deliverable.
01
Audit
Up to two weeks
We review the approved brief, CRM structure, data and current activity. Audit notes and priorities document the starting point; timing depends on access and scope.
02
Plan
48-hour outline
An initial campaign outline within 48 hours of an approved brief. Full scope, owners and reporting dates agreed in writing.
03
Run
Ongoing
Approved campaigns, CRM configuration and automation work are coordinated to the agreed scope. Changes, tests and decisions are documented.
04
Report
Monthly
A monthly report summarises the agreed measures, relevant CRM activity and proposed next actions.
An extension of your commercial team. Licences stay in your name, data stays in your system, and every process we introduce is documented so your staff can run it without us.
Illustrative engagement example - not a client case study
From scattered activity to a shared process.
The starting point
One CRM. Several lead sources.
A corporate marketing team has inconsistent customer records, follow-up stages and campaign reporting. The agreed scope connects those pieces.
The deliverables
- CRM and data-quality review
- Field structure and lifecycle stages
- Workflow and follow-up rules
- Campaign and reporting plan
- Training notes and handover
- Monthly report template
The completion standard
Defined. Tested. Handed over.
The deliverables in the signed scope are provided, agreed testing is recorded, and the client receives the relevant documentation and handover materials.
Illustrative example only. It does not describe a named client or represent guaranteed results. Figures in sample dashboards and reports are example data.
Reporting
You see the same numbers we do
Spend, qualified leads and available pipeline values, brought together from your approved CRM and channel sources. Definitions and data limitations are included.
Monthly reporting
One report covering the agreed channels and the measures available from your systems.
Documented scope
Implementation deliverables, owners and dates agreed in writing.
Qualified leads by channel
Example data
Illustrative data showing the report format. Not client results.
Search
62
Paid social
41
Email
78
Outbound
28
Search
54
Paid social
57
Email
71
Outbound
33
Search
48
Paid social
44
Email
66
Outbound
39
PDF · 3 pages
Company
CRM and marketing operations, connected.
Verta Global Limited is a Hong Kong-registered provider of CRM implementation coordination, customer-data management, marketing automation, campaign planning and performance reporting services for corporate clients.
We help commercial teams connect campaign activity with the customer records, workflows and reporting used to manage follow-up and evaluate results.
Based in Hong Kong
Asia & EMEA
01 / Who we work with
Corporate teams
Businesses introducing a CRM or improving the connection between customer acquisition, data, automation and reporting. Each engagement is assessed individually.
02 / Where we work
Asia and EMEA
Remote delivery, coordinated around your approved scope, systems, owners and reporting timetable. Country and platform availability are confirmed during the initial review.
03 / How we deliver
A written record
A dated scope sets out deliverables, owners, access and dependencies. Project notes, configuration records, workflows and reporting outputs support a documented handover.
VERTA GLOBAL LIMITED
Registration 81186277
1/F, B08 Monterey Villas, 12 Po Peng Street, Peng Chau, Hong Kong
Data handling & security
Your systems. Your data. Documented access.
Access, responsibilities and handover are agreed for each engagement, alongside your permissions, confidentiality requirements and project scope.
02
Access with a defined purpose
You decide which systems and permissions are available. Access is limited to the people assigned to the engagement and reviewed when responsibilities change.
03
A documented configuration
Material configurations, workflows, changes and handover steps are documented against the agreed scope. External providers are identified and approved where required.
04
Controlled sharing
Credentials and files should be shared through agreed business channels and approved secure methods. Passwords do not belong in ordinary project notes.
05
Export, return and deletion
Export formats, retention and return or deletion of working files are agreed with you, subject to platform capabilities and record-keeping requirements. Access is removed or adjusted at handover.
06
Written confidentiality terms
Confidentiality and data-processing terms can be agreed in writing. Client information is used for the agreed service; suspected material access issues are escalated through the agreed contact.
FAQ
A few things, before we begin.
Which CRM platforms do you support?
Platform suitability is confirmed during the initial review. We do not assume that a particular platform, integration or feature is available until the technical requirements and account configuration have been checked.
Can you work with our existing CRM?
Yes, subject to a technical and access review. We assess the current structure, data quality, workflows, user roles and reporting requirements before recommending changes. If you do not yet have a CRM, we can document requirements, review options and coordinate an implementation plan. The final platform decision and subscription remain with you.
What information is required to begin?
An approved brief, project objective, relevant markets and audiences, a description of current systems and activity, named client contacts, and the access needed for the agreed review. Please do not send customer data or credentials through the public enquiry form.
What is delivered during onboarding?
The agreed onboarding scope can include audit notes, a system map, priority list, deliverables and owner matrix, an access plan and delivery schedule. Training, operating notes and handover documentation can be included for the users and processes identified in the scope.
Who owns the CRM accounts and data?
You retain ownership and control of your accounts, licences and business data. Access is provided only for the agreed work and remains subject to your permissions and the written engagement terms.
How often is reporting provided?
Monthly reporting can be included in the engagement. It covers the measures and channels agreed in scope and the information available from your systems, with commentary and proposed next actions.
How long does implementation normally take?
Timing depends on the CRM, data volume, integrations, approvals and scope. An initial campaign outline is provided within 48 hours of an approved brief. The audit normally takes up to two weeks, depending on access and scope. Implementation dates and dependencies are agreed in writing after review.
Do you provide ongoing support?
Ongoing CRM, campaign coordination, reporting and support needs can be included in a written proposal. The services, responsibilities, schedule and fees are agreed for each engagement.
Can you clean or migrate customer data?
Data review, field mapping, deduplication and migration coordination can be included after the source data, target platform, permissions and backup arrangements have been assessed.
Do you guarantee leads, revenue or advertising returns?
No. Marketing and sales outcomes depend on factors outside a service provider’s control. We commit to agreed processes, deliverables, documentation and reporting. Illustrative examples are not client results or commercial guarantees.
How are fees determined?
Fees are based on the required services, project complexity, delivery schedule and ongoing support needs. A written proposal is issued after the initial review.
How do we begin?
Submit the enquiry form or email info@vertagloballtd.com with a brief description of your current CRM, marketing activity and first priority. We respond within one business day.
Start here
Fifteen minutes to see if we fit
Tell us what is in place today. We reply within one business day with the first questions needed to understand the project and determine the appropriate next step.
- 01Tell us about your CRM and first priority.
- 02We review the brief and the next questions.
- 03Together, we agree the next step.
Hong Kong · Serving Asia and EMEA
Let’s start a conversation.
Reply in one business day
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