Clients we've worked with
Vegacompass has published hundreds of CRM success stories. We are a full-service advisory solving complex CRM problems across Salesforce, Microsoft Dynamics 365, HubSpot, ServiceNow, and a range of open-source CRM including Odoo.
AI-native ServiceNow Consulting Partner for Sales Discovery and Pipeline Management
Some teams are turning on ServiceNow Otto for the first time. Others already run agents nobody trusts. We work closely with your teams and stakeholders to define an end-to-end revenue operations roadmap. Our team quickly deploys and helps you adopt ServiceNow CSM with the help of intelligent, conversational AI agents and workflows. Next, our pure focus is on performance tuning & strategic optimization of sales and marketing pipelines.
See our CRM AI approachOtto and AI agents
Platform AI pointed at your real queues and case history, not a sandbox demo.
What the agents see
An AI agent that cannot read the CRM answers the case with half the account history.
Data before agents
An AI agent trained on inconsistent case categories learns the inconsistency. We fix the categories first.
Our ServiceNow CSM Solutions Include
Every engagement draws on the six below, scoped to what your support operation needs:
Case & Incident Workflows
We restructure how cases move through queues and assignment groups, so routing happens by rule instead of by someone noticing.
Support Operations
We review the instance you already run against how your team works today, then rank what to fix.
Customer Record
We align accounts, contacts and cases in ServiceNow with the same records your CRM already holds.
CRM Integration
We connect ServiceNow to Salesforce, Microsoft Dynamics 365 or HubSpot, through MuleSoft or the platform's own connectors.
Service Reporting
We build reporting on resolution times and case volume that the revenue team can read without translation.
Ongoing Support
We stay on for workflow changes, release testing and admin support after the first build ships.
Vegacompass Strictly Focuses on ServiceNow's Customer Service Management (CSM)
ServiceNow is a central operating system for business operations. It is popular for providing a single data model (the Configuration Management Database, or CMDB). The Customer Service Management (CSM) is their flagship product of the Customer Workflows suite.
We are a CRM firm that works on ServiceNow, not a ServiceNow firm that also does CRM. The integration gets scoped by the same people who work in the CRM on the other side of it. That is the whole reason the practice is CSM-only.
Three ServiceNow situations, and why the answer changes each time
We consult on Salesforce, Dynamics 365, HubSpot, ServiceNow and open-source CRM, and take a license margin on none of them. Nothing in the answer we give you changes what we get paid. Three situations come up most:
Running ServiceNow and a CRM separately
Support closes cases in ServiceNow and the account team never sees them. This is the work we do most, and the one situation where the answer is not complicated. The integration is usually smaller than people expect.
Almost always worth doing.
See how we integrate CRMWeighing ServiceNow CSM against your CRM
Sometimes the case volume and SLA rules justify a second system. Sometimes your CRM's service module already does the job, and a second system splits the record. The answer comes from your process, not a feature list.
It goes both ways.
See CRM selection consultingPlanning a full ServiceNow program
If the scope is ITSM, HR or security operations, we are the wrong firm. Our ServiceNow work stops at customer service and the CRM sync. A ServiceNow-first partner will serve you better.
This is not our work.
See the CSM scopeExpert Guidance for All Industries
ServiceNow is a next-gen CRM platform that manages the entire customer lifecycle, from lead generation to fulfillment and support. It is used across a variety of industries. Vegacompass has specialists who implement AI agents and solutions within ServiceNow to automate and enhance revenue operations, regardless of the industry.
Insurance
Banks and insurers need an audit trail on every case action, and the account team still owns the relationship. Two systems, one customer. Typically in ServiceNow:
Getting Most Out of Your ServiceNow CRM is Easier with Expert Support
One senior consultant owns all four moves. The same person is there when the sync goes live:
Assess
We go through the instance: workflows, queues, data quality and the CRM sync. Two weeks, one written diagnosis.
Design
Case flow, record ownership, the integration map, and the target we hold the build to, all agreed before we start.
Build
We build with our delivery team in reviewed increments, not one big-bang release at the end.
Run
Hypercare first, then managed support. Each quarter we retune the queues against that target.
ServiceNow Success Stories with Vegacompass
We are a Specialist ServiceNow partner assisting enterprises in creating structured customer services, securing data, and enhancing ROI by stepping up their revenue operations.
Why Choose a Dedicated, CRM-only Firm for ServiceNow
ServiceNow partners usually offer a full suite of IT services, and CRM is always a part of it. We come out of the CRM, and the customer record or revenue operations processes are where we start.
Five platforms, none resold
One of five CRM platforms we consult on. We sell licenses for none of them, so the advice you get is not steered by a margin.
See our approach ↗Certified Partner of ServiceNow
We hold the status, and there is published work under it. Two ServiceNow engagements, with the delivery partner named on both.
Read the case studies ↗The bench behind it
30+ consultants and engineers, averaging 12 years in CRM. You meet the people who will be in your instance.
See how it runs ↗MuleSoft on both ends
We hold MuleSoft Certified Partner status. The published ServiceNow-to-Salesforce sync for Century ran on it, partnered with Coresolute LLC, and we built both sides.
See CRM integration ↗Vegacompass CRM Services
Two services that pair with ServiceNow work, plus the hub they both sit under: