Strategy
Growth & planning
Platforms
SalesforceStrategy, build and support across the Salesforce stack.Microsoft Dynamics 365Sales, Customer Service, Field Service and Customer Insights.HubSpotAll six Hubs, plus a free portal audit to start.ServiceNowService workflows joined up with your CRM.Open-Source CRMCRM you host and control, set up and supported by us.
Implementation & migration
Innovations by Team
CRM AI-ElementsAI building blocks for data-driven customer decisions.Excel CRM – AtomA lightweight CRM for small businesses, inside Excel.AI Agent SalesmanInsights, product recommendations and automated upselling.Vega Support AIAgentic AI for end-to-end customer-support automation.Record Sharing SettingsA managed solution for Dynamics 365 to share records.
Featured work
MaxxTrader / Singapore ExchangeGreenfield Salesforce case management and sales process.*Delivered as Vegacompass.SVP WorldwideDynamics 365 built from the ground up across three brands.*Partnered with Coresolute LLC.BD (Becton, Dickinson)Marketo and Salesforce sync optimized for lead management.*Contracted with Keyrus.Dementia SingaporeSalesforce case management and a volunteer registration portal.*Delivered as Vegacompass.
Platforms we deliver on
Jeremy Joseph
Senior CRM ConsultantJeremy is an experienced 20 year CRM executive with consultative experiences ranging from global enterprise to Silicon Valley startup successes. He is based in Palo Alto, California.
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