Founded by experts with over 12+ years of experience in CRM and digital transformation. We aim to amplify Salesforce outcomes through a mix of our platform expertise, growing AI technology, and proven, actionable revenue operations strategies.
From luxury retail to capital markets, we've helped businesses rethink how Salesforce works for them — end-to-end. Chanel, SGX, FlexTrade, OSM Worldwide, Century Global: every name here comes with a published case study. Click any logo to read it.
Whether you're setting up Salesforce for the first time or improving what you already have, we start with deep CRM know-how and add AI where it actually helps. We build AI agents that work inside your Salesforce, handling the routine tasks — so your team can spend more time with customers and less time on busywork.
How we approach CRM AI adoptionPlatform AI set up around the way your team sells, not left as a demo.
Sales and support agents, built by our team on the platform itself.
AI on a broken process automates the mess. We fix the process first.
We enjoy working closely with your internal teams, from defining the most relevant objectives to finding the answers to how to leverage advancements in AI for developing the most suitable Salesforce solutions.
We have run Salesforce programs for luxury retail, capital markets, logistics and non-profits. The pattern repeats. The licenses are bought and the clouds are switched on, but nobody rebuilt the revenue process underneath.
Because we consult on five CRM platforms and sell none of them, our Salesforce advice is not a license pitch. Every engagement is led by a senior consultant and handed to our own delivery team. The deck and the system are built by the same people.
Our team is committed to helping organisations seamlessly plan, implement, customize, and automate Salesforce environments through advanced AI technologies. As an official Claude partner, we bring enterprise-grade intelligence straight into Salesforce.
The VegaCompass wayReal Salesforce work, real outcomes. Here's how we've helped global businesses get more out of their Salesforce environment through hands-on training, workflows that make sense, AI adoption, and change management that sticks.
*Contracted with Keyrus.
*Delivered as Vegacompass.
*Delivered as Vegacompass.
*Partnered with Coresolute LLC.
*Partnered with Coresolute LLC.
*Delivered as Vegacompass.
Our senior consultants have decades of experience in CRM and digital transformation. We aim to offer industry-leading consulting accelerated by AI to address the real-world challenges your organisation is facing right from the beginning.
CRM is the only thing we do. That makes our Salesforce recommendation most reliable and worth more, not less.
Talk to a Salesforce consultant ↗Salesforce is one of five platforms we consult on, and we sell none of them. That is why our advice can include not buying more licenses.
See our approach ↗The partner status is real and so is the bench. Senior consultants with a decade-plus in CRM, on your engagement from day one.
Meet the team ↗The consultants who write the architecture run the build with our delivery team. No gap between the deck and the system.
How an engagement runs ↗Einstein and Data Cloud alongside our own CRM AI products, applied to pipeline and support.
See the products ↗Seven verticals where we have delivered Salesforce and published the case study.
Trading and broker-dealer firms run support on tight timelines and tighter audit rules. We build case management that holds up under both. Our work here covers:
We build on Salesforce as well as consult on it. Four solutions we have built on the platform:
SimCase provides AI-based case resolution and recommendations within CRM, helping customer support agents be more proactive, efficient, and productive when handling customer queries and cases. It improves customer service, delivers actionable insights, and creates opportunities to transform customer support into a revenue-generating function. It is driven by historical case data for proven resolutions.
This application automates end-to-end event management within Salesforce CRM, including event planning, venue management, registration, attendee management, and event monitoring. Built on the Salesforce Community Portal, the event registration portal enables external audiences to register for events while allowing teams to manage guests and attendees seamlessly within Salesforce.
It automates the end-to-end MQL-to-SQL process, enabling the Sales team to focus on core activities while eliminating manual data entry across B2B lead capture, deduplication, enrichment, scoring, qualification, and meeting management. High-quality leads are automatically converted to opportunities and routed to the right salesperson through round-robin allocation, with tasks and activities managed seamlessly.
The customer support process for incident and issue handling is automated end-to-end, from case creation and initial processing to summarization, sentiment analysis, similar case recommendations, critical case alerts, customer notifications, and resolution decisions with Casey. It reduces manual effort, improves agent efficiency and customer satisfaction, helps reduce churn, and ultimately increases productivity.
From first audit to a running org, the same senior consultant owns all four.
We audit the org: objects, automations, data quality and license usage. Two weeks, one written diagnosis.
A target architecture your board can read. Process, data model, cloud fitment and a sequenced roadmap.
The same consultants run the build with our delivery team, in reviewed increments.
Hypercare, admin enablement and quarterly re-tuning against the agreed number.
Senior consultants, and an org that still makes sense two years later.
Talk to a Salesforce consultant ↗“The VegaCompass team provided a seamless solution to automate workflows and improve communication between departments. Fantastic service!”
“Their Salesforce CRM solution streamlined our processes and helped us run our non-profit efficiently.”
“Charu (CEO, VegaCompass) can tackle any CRM problem with ease, a highly skilled and dedicated professional whose CRM expertise helped the company immensely.”