Clients we've worked with
FIMC, FlexTrade, and Aprimo are the published sales-strategy stories by Vegacompass. They represent our comprehensive work in the insurance, trading technology, and digital asset management industries. SGX and Chanel are service and audit work from the same CRM practice.
Why Teams Choose Us to Improve Revenue Operations
Founded by tech experts with over 12+ years of experience in CRM and overall digital transformation, Vegacompass was born from a shared vision: to empower any organization to become the best version of itself through new CRM and AI technologies.
Sales ops, not sales training
We change how the CRM works, not how reps feel about it. A workshop changes what reps remember. Configuration changes what they can do.
Automate a working process
Automation comes second. Assignment rules, renewal creation, and forecast roll-ups go in once the stages hold, so they automate a process that works.
Strategy that ships
The consultant who maps your sales process configures the CRM with our delivery team. The plan and the build have the same owner.
AI on a fixed pipeline
Our own CRM AI-Elements scores leads, and AI Agent Salesman finds the next-best upsell. Or the vendor's own agents. Either way, only once the pipeline is fixed.
Strategic, AI-driven Sales Solutions to Enhance Your CRM
Send the CRM you run, the size of the sales team, and what you fix by hand each week. Our team replies with a time for the thirty minutes.
- The conversationThirty minutes on your pipeline, your CRM, and what is being worked around.
- Written point of viewWhat we think is setup, what is not, and what we would check first.
- A scoped proposalThe audit is scoped and quoted on its own. The build is estimated only after it.
Reps reject stages that match no deal and fields that ask too much.
We have reworked sales processes in the CRM for insurance, capital markets, and enterprise software. The pattern holds. Whoever built the CRM defined the stages, and leads sit unassigned. The forecast is a spreadsheet, rebuilt before every review, because nobody trusts the pipeline report.
We fix the process before we automate it. Stages with exit criteria, assignment rules that follow your territory plan, forecast roll-ups that come out of the pipeline. Then the automation, and only then any AI, because scoring laid over a broken stage model scores the mess.
CRM is all we do, and that draws a line. Territory design and comp plans stay with you. We build what those decisions need inside the CRM. Five platforms, no licenses sold, so the advice follows your sales process rather than a vendor's roadmap.
What our CRM sales strategy covers
Six things we set up. The audit decides which ones your pipeline needs:
Sales process audit
We walk a real deal through the CRM, stage by stage. Where the reps and the system part ways is where the work starts.
Pipeline and stage design
We define stages, exit criteria, and required fields so a stage means one thing to every rep and report.
Routing and allocation
We configure assignment rules, round-robin, and account allocation so leads and accounts reach the right rep without a manager's spreadsheet.
Forecasting and renewals
We set up forecast categories, quota roll-ups, and renewal opportunities so the forecast comes from the pipeline, not a spreadsheet.
Quote-to-order setup
We connect quoting, CPQ where you run it, and order handoff so a closed deal reaches the order system without re-keying.
Dashboard handoff
We build the pipeline, activity, and forecast dashboards. Then your sales ops team owns them, to run and to change.
Three situations sales teams bring us, and what we tell them
Salesforce, Microsoft Dynamics 365, HubSpot, ServiceNow, and open-source CRM are on our bench, and none of them pays us a license margin. A straight answer on whether you need this costs us nothing. Three situations, and where each usually lands:
Forecasting from a spreadsheet
The pipeline is in the CRM. The roll-ups are not, so the forecast lives in a file. That is setup, not a platform limit. If the stages are sound, we build the roll-ups and retire the file.
Yes, nearly every time.
How an engagement runsWeighing a fix against a new CRM
Sometimes the setup is wrong and the platform is fine, and the fix stays inside it. Sometimes the sales motion has outgrown it, and the answer is a move. We test both against your process, then recommend.
Either can be right.
See CRM selection consultingWatching reps work around the CRM
Sometimes it is the setup: fields nobody fills, stages that fit no deal. Sometimes it is management and comp, which no configuration fixes. The audit says which. If it is the second, you do not need us.
Let the audit decide.
Ask for the sales process auditLearn Our Steps to Automate Sales Processes
Two published engagements where the work was the sales process itself, one click each:
More Services to Improve Your Revenue Operations
Two services that pair with this one, and the full list: