CASE STUDY

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Vegacompass, Business optimization through CRM domain & Tech knowledge

Lead Lift-Off: How Pardot Perfected a Global Logistics player Pipeline Performance!

OSM Worldwide, a leading global logistics firm, sought to streamline its marketing operations to improve lead management and customer engagement. The company was facing challenges in tracking leads, managing campaigns, and optimizing customer outreach efforts. By leveraging Salesforce Account engagement, OSM Worldwide transformed its processes, resulting in a more efficient and data-driven approach to marketing.

Marketing Mastery: Optimizing Marketo & Salesforce Sync for BD's Success

BD needed to optimize its lead management process within Marketo and ensure seamless integration with Salesforce. The company was experiencing inefficiencies in lead tracking, data synchronization, and campaign management. By conducting a comprehensive process review of their Marketo operations, BD successfully improved the accuracy and speed of lead management while enhancing overall marketing efficiency.

Sales Strategy Success: Streamlining Processes and Revamping Technology for SVP Global

The company faced challenges with outdated systems and inefficient workflows, which were impacting sales performance. Through a comprehensive consultation and technology revamp, SVP Global transformed its sales operations, driving better performance and growth.

Boosting Broker Dealer Efficiency: Automating Sales Processes for Flextrade

Flextrade sought to enhance its broker-dealer operations by streamlining its sales processes and implementing automation. With a growing volume of transactions, the company needed a more efficient, scalable solution to manage sales and operational workflows. Through tailored process automation, Flextrade significantly improved the speed and accuracy of its broker-dealer operations.

Revamping Reap and Replace: Automating Account Allocation for a global leader in Digital Asset Management SAAS software

Aprimo, a leading digital asset management company, sought to optimize its sales operations by improving the reap and replace process and automating account allocations to sales reps. The existing manual processes were inefficient and time-consuming, limiting the company's ability to scale. By implementing a new process setup with automation, Aprimo was able to streamline account distribution and boost sales productivity.

Service Simplified: Streamlining Case Management with Salesforce for SGX

Singapore Exchange (SGX) - MaxxTrader unit needed to optimize its customer support process to manage cases more efficiently and improve response times. The company faced challenges with manual workflows, leading to delays and reduced customer satisfaction due to recent acquisition. By implementing Salesforce Service Cloud with automation, SGX transformed its case management system, enhancing both productivity and customer experience.

Empowering Volunteers: Streamlining Support and Engagement for Dementia Singapore

Dementia Singapore, a leading non-profit organization dedicated to supporting individuals with dementia, needed to optimize its support-related processes and improve engagement with volunteers and members. With growing demand, the organization sought to streamline volunteer registration, automate event and member registrations, and leverage AI and analytics to enhance their impact. Through a comprehensive digital overhaul, Dementia Singapore transformed its operations, making processes more efficient and data-driven.

Insure Better: Automating Case Handling and Vendor Collaboration for FIMC US

FIMC US, a leading insurance provider, sought to enhance its case handling efficiency by automating various channels for customer support, including email, call, and SMS. Additionally, they aimed to improve collaboration with external vendor partners by developing a vendor portal. Through advanced automation and seamless collaboration, FIMC significantly improved its response times and streamlined its operations.

AI-Powered Portal: Automating Knowledge Management for Mangal Prabhat

Mangal Prabhat, a non-profit organization focused on educational services, aimed to enhance their internal knowledge management by leveraging AI to process departmental PDF files. The objective was to create a streamlined portal where users could query services and processes, receiving accurate search results based on the automated processing of their documents. The implementation of AI transformed their operations, improving access to key information and automating search capabilities.

AI-Driven Automation: Enhancing Feedback Analysis for GreenAct India

GreenAct, a non-profit focused on green services in India, sought to improve its understanding of customer sentiments by utilizing AI to automate feedback analysis across multiple sources. The goal was to streamline the sentiment analysis process, enabling faster and more accurate insights from feedback received on cases and other channels. The integration of AI services significantly boosted operational efficiency and improved responsiveness to community needs.

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.

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.

CRM Audit Excellence: Streamlining Systems and Slashing Technical Debt for Linq Systems

Linq Systems, a K12 software provider in the US, faced challenges with its current CRM system due to accumulated technical debt and inefficiencies in its processes. To address these issues, a comprehensive audit was conducted, covering code, security, system functionality, and application utilization. Following the audit recommendations, Linq Systems significantly reduced its technical debt, streamlined operations, and improved customer service efficiency.

CRM Audit Excellence: Eliminating Technical Debt and Streamlining Operations for a Global Logistics player

OSM Worldwide, a global logistics firm headquartered in the US, sought a comprehensive audit of its current CRM systems to address inefficiencies and improve customer operations. The audit included an in-depth analysis of code, security, system performance, and application utilization. Based on the findings, strategic recommendations were made, enabling OSM to significantly reduce technical debt, optimize processes, and enhance overall customer service.

Salesforce System Audit: Maintain Lean system by reducing Technical Debt for Century Global

Century Global, a financial services and debt consolidation company in the US, sought to optimize its Salesforce CRM through a comprehensive audit. The audit covered several key areas, including system performance, code quality, security, and user roles. The findings and recommendations helped Century Global eliminate technical debt, streamline processes, and enhance customer operations for improved business outcomes.

Empowering Caregivers: Building Member and Volunteer Portals for Dementia Singapore

Dementia Singapore, a non-profit dedicated to supporting dementia recovery, sought to streamline caregiver and volunteer registration processes. By developing a member portal for caregivers to register dementia patients for recovery events and a volunteer portal for community members to assist in caregiving, the organization improved accessibility and engagement. Salesforce Community was implemented to build these portals, creating a seamless user experience.

Connecting users with Communities: Seamless Support and Service with Linq Systems

Linq Systems, a US-based company serving K-12 education systems, needed a community portal for external users to register for programs, raise and track cases, and access knowledge articles. The portal aimed to enhance user engagement and streamline support processes. Using Salesforce Community, Linq Systems was able to build an intuitive platform, offering a seamless experience from program registration to case resolution.

Vendor Visibility: Streamlining Case Management with FIMC's Dynamic Portal

FIMC, a US-based insurance systems and management company, sought to enhance collaboration with external vendors by building a community portal. The portal allowed vendors to manage cases efficiently, improving communication and transparency. Developed end-to-end using MS Dynamics, the portal streamlined case handling and empowered vendors with greater control over their workflows.

Seamless Selling: Supercharging Sales with Dynamic Dropshipping’s E-Commerce Portal

Dynamic Dropshipping, an e-commerce company, needed a robust platform to allow external users to manage their sales effortlessly. By building an intuitive e-commerce portal using WordPress, Dynamic Dropshipping empowered users to track, manage, and optimize their sales process. The platform was developed end-to-end, ensuring a smooth user experience and scalable operations.

Sewing Success: Streamlining CRM and Program Management for SVP Worldwide

SVP Worldwide, a global leader in sewing machines and accessories, sought to implement an end-to-end CRM setup to manage its customer relationships and program operations efficiently. The goal was to integrate all customer touchpoints and streamline program management across their global network. By implementing a comprehensive CRM solution, SVP Worldwide enhanced customer engagement and operational efficiency.

Revamping Reap and Replace: Optimizing CRM for a global leader in Digital Asset Management SAAS software

Aprimo, a global asset management software company, sought to update and optimize its CRM processes through a comprehensive Reap and Replace program. The initiative aimed to enhance efficiency, automate outdated workflows, and ensure seamless integration of new tools into their existing CRM infrastructure. By refining key CRM processes, Aprimo improved its customer management and operational performance.

Crafting CRM Success: Greenfield Dynamics for SVP Worldwide

SVP Worldwide, a leader in sewing machine manufacturing, embarked on a greenfield implementation of MS Dynamics CRM to modernize its customer relationship management. The initiative aimed to build a robust CRM system from the ground up, streamlining customer interactions and improving operational efficiency. This implementation provided a scalable solution tailored to SVP’s unique business needs.

CRM Transformation: Streamlined Case Management for Century Finance Services

Century Finance Services, a US-based debt resettlement company, required an efficient system to manage client cases and streamline its operations. Through the greenfield implementation of Salesforce CRM and seamless integration with external legacy systems, Century Finance was able to automate case management, improve data accuracy, and enhance client services.

Bridging Boundaries: Seamless System Integration for Rainbow Hospitals

Rainbow Hospitals, a leading child care hospital in India, aimed to integrate its healthcare systems with WordPress while ensuring data privacy and system performance. The initiative required balancing customization with usability and managing change across hospital staff.

Seamless Synergy: Salesforce and ERP Integration for Fibro India

Fibro India aimed to improve operational efficiency and quoting accuracy by integrating Salesforce with their ERP system. The focus was on real-time pricing sync, order tracking, and eliminating manual data entry errors.

Transforming Dementia Care: A Digital Salesforce Solution for Seamless Service

Dementia Singapore leveraged Salesforce CRM to modernize its dementia care delivery. From automating paper-based forms to launching a case management system and community portals, this transformation improved operational efficiency, volunteer engagement, and patient outcomes.

Fintech Foundations: Implementation of Case Management and Sales process with Salesforce for MaxxTrader

MaxxTrader implemented a greenfield Salesforce CRM solution covering case management and sales operations. The solution empowered internal teams and external clients with real-time case tracking, automated workflows, and seamless CRM-to-trading system integration.

Fintech Flexibility: Scalable Case Management and Automation for FlexTrade

FlexTrade optimized its Salesforce CRM for scalable fintech case management by introducing Communities for external access, automation via Apex, custom workflows, and secure role-based permissions. This setup enhanced incident handling across asset classes and supported operational growth.

Luxury in the Cloud: Improvising Chanel’s Salesforce CRM for Scalable Service

In collaboration with Keyrus, Chanel’s Salesforce CRM system was audited and optimized to improve scalability, security, and service quality across the APAC region. The initiative streamlined customer operations and prepared the platform for future growth and evolving luxury service needs.

Seamless Shipping Solutions: Optimizing CRM and Analytics for a Global Logistics player

Optimized Salesforce CRM for OSM by implementing B2B marketing analytics, automating lead processes, and improving data security. Enhancements included dedicated sandboxes, UI/UX upgrades, and a scalable framework to support OSM’s global logistics operations.

Streamlined Success: Automating Sales and Lead Operations for a global leader in Digital Asset Management SAAS software Growth

Enhanced Aprimo’s Salesforce CRM by automating lead-to-opportunity workflows and implementing the Reap and Replace process, streamlining sales operations, enabling data accuracy, and improving marketing alignment for global SaaS growth.

Seamless Shift: Migrating FIMC’s Account and Case Management to Dynamics 365

Migrated FIMC's CRM system from Salesforce to Dynamics 365, improving account, contact, and case management through data integrity, custom automation, and scalable workflows tailored to the insurance industry.

Stitching Success: SVP’s Seamless CRM Setup with Dynamics 365 Integration

Implemented Microsoft Dynamics 365 from the ground up for SVP Worldwide, integrating it with MS Teams, 8x8 call center, and MS Copilot AI to streamline lead-to-opportunity tracking, improve call automation, and drive proactive sales engagement.

From Legacy to Leading: Streamlined Insurance Solutions for TDECU with Dynamics 365

Migrated TDECU’s legacy insurance systems to Microsoft Dynamics 365, enabling unified member onboarding, automated product workflows, and improved cross-selling through personalized CRM logic.

Empowering Energy Efficiency: Streamlined CRM Setup for GreenAct Solutions

Implemented Zoho CRM for GreenAct Solutions, enabling centralized lead and opportunity tracking, client relationship management, and streamlined energy audit workflows.

From Spreadsheets to Success: Automating CRM for Thutech Infosystems

Implemented Zoho CRM for Thutech Infosystems to automate lead-to-deal tracking, reduce manual effort, and improve sales pipeline visibility.

Optimizing Energy Sales: Streamlined Sales and CRM for Emaar Energy

Implemented Odoo CRM for Emaar Energy to automate prospect management and streamline the sales lifecycle from lead capture to customer conversion.

From Strategy to Sync: Streamlined Marketing for FIMC Insurance

Implemented a synchronized campaign management system using HubSpot and WordPress to automate and optimize FIMC’s marketing operations and content delivery.

Service Stability: Streamlined Support and Case Management for a global leader in Digital Asset Management SAAS software

Delivered ongoing support and structured workflow enhancements in ServiceNow to optimize case management and improve operational stability for Aprimo.

Seamless Sync: Enhancing Customer View with ServiceNow and Salesforce Integration for Century

Enabled seamless integration between ServiceNow and Salesforce using MuleSoft to synchronize customer case data, improving service responsiveness and decision-making for Century.

Seamless Sync: Mulesoft Integration for Streamlined Debt Management at Century

Integrated Salesforce with external credit and debt scoring platforms using Mulesoft, streamlining client onboarding and enhancing service delivery for Century.

Data Diligence: Streamlining Legacy Cleanup for FIMC Insurance

Cleaned and optimized legacy customer data for FIMC Insurance, reducing redundancies and improving CRM integration for better insights and efficiency.

Clean, Connect, and Consolidate: Data Transformation for K12 Success at Linq

Optimized and migrated legacy customer data for Linq, reducing redundancies and aligning records with CRM standards to improve operational efficiency and scalability.

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Success stories driven by Vegacompass