TECH SERVICES

We make Salesforce work smarter for you

Vegacompass, Business optimization through CRM domain & Tech knowledge

INTRODUCTION

Salesforce CRM

As strategic partners, VegaCompass and Salesforce provide experience-led business transformation rooted in contextual knowledge. Together, we craft unique, high-quality, impactful solutions that deliver differentiated business outcomes.

SERVICES

Our Services

Advisory

Vegacompass, Business optimization through CRM domain & Tech knowledge Business case development and cost of ownership

Vegacompass, Business optimization through CRM domain & Tech knowledge Change management and planning

Vegacompass, Business optimization through CRM domain & Tech knowledge Cloud strategy

Vegacompass, Business optimization through CRM domain & Tech knowledge Content strategy

Vegacompass, Business optimization through CRM domain & Tech knowledge Customer experience strategy

Vegacompass, Business optimization through CRM domain & Tech knowledge Designing and blueprinting

Vegacompass, Business optimization through CRM domain & Tech knowledge DevSecOps

Vegacompass, Business optimization through CRM domain & Tech knowledge Data Cloud and AI

Implementation

Support and Scale

Solutions

Vegacompass solutions on
Salesforce platform

Simcase

‘SimCase’ – It provides AI based similar cases resolution & suggestions in CRM to help customer support agents be more proactive, efficient and productive when handling customer queries and cases. Helps improve customer service, get better insights and can make customer support a revenue center.

Event Management

Event management application automates end to end event planning, attendee management, event registration and event monitoring within Salesforce CRM. The event registration portal built on top of Salesforce community portal helps register for the event planned to external audience. Event planning, venue management, guest management and attendees handling is done end to end in Salesforce.

Agent SalesMan

Why should Sales process be manual? We have end to end automated MQL to SQL ensuring Sales team focusses on their core work and do not worry about data entry. Sales process works automated for B2B lead capture, lead deduplication, lead enrichment (linkedin profile, company size, website, revenue, industry), lead scoring and handling, automated calendar meeting management, high score lead auto conversion to Opportunity, task and activity management, opportunity round robin allocation to right Sales person.

It takes out unnecessary MQL steps ensuring sales get right opportunities to work on in real time.

Watch Track & Trace secure CRM

Agent Casey

The customer support process for incidents and issues handling goes through a series of manual steps right from case capture to resolution. Agent Casey automates end to end Case Creation & Initial Processing, Case Summarization & Sentiment generation, Similar Closed Cases Recommendation, Critical Case Alert – CTA - call to action Planning, Customer Notification & Case Resolution Decision. This helps automate end to end customer support process taking out key manual operations, improving agent efficiency, improving customer satisfaction, reducing customer churn and ultimately making organizations highly productive.

See Vega AI agents work together

OFFERINGS

Industry-specific CRM, designed for you

Manufacturing

Our CRM consulting team has partnered with leading manufacturing companies to streamline their sales, service, and partner management processes. We’ve successfully implemented Salesforce solutions tailored to complex supply chains and B2B operations. From automating quote-to-cash cycles to optimizing dealer portals, our projects have driven measurable efficiency and customer engagement. Our approach aligns CRM with ERP systems to ensure end-to-end visibility across production, inventory, and customer service. This has helped manufacturers accelerate order fulfillment and improve after-sales support.

Hi-Tech

Non-Profit

Finance

Software

Education Services

Public Services

Travel/Logistics

case studies

Our success stories

Real stories, real success. Learn how we’ve helped businesses like yours grow and connect better with their customers. Our case studies highlight real CRM strategies that drive results and improve experiences

View all case studies

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.

Talk to Our Experts

Book a session with our experts to explore customized CRM solutions for your business growth

Schedule an appointment

Hear about our work

Mr. Kiyani

Head Tabernacle Group, Tabernacle Health Group

“The technical and consulting team helped manage our healthcare program operations through mobile application seamlessly. The functionality was built to help setup end to end health program system management with data guidelines. A dedicated app to help streamline entire operations proved wonders.”

Mr. Mulla

CEO, Emmar Energy

"Thanks to this team, our team can now manage client relationships with ease. The CRM is intuitive, and their support team is always available to assist. We've saved countless hours in manual data entry!"

Mary Harrison

Former Head of Marketing-Hexagon

“Charu (CEO- Vegacompass) is a very hard-working person who can tackle any CRM problem with ease. We have worked together on several projects, and I found him a highly skilled and dedicated professional. His expertise in the field of CRM helped the company immensely. He’s also an all-around great guy to work with! I highly recommend him to anyone looking for help on their team or CRM project.”

Teddy Yip

Head of Services, DSG Group

"We struggled with volunteer data management until we partnered with Charu and team. Their CRM solution, data approach, support management optimized through Salesforce streamlined our processes and helped us manage our non profit efficiently. We've seen a 35% increase in volunteer retention and management!"

Chaitanya P

Operations Head, MaxxTrader - A Singapore Exchange firm

“With our previous CRM, we faced issues with data integration and reporting. Thutech (Now VegaCompass) team provided a seamless solution that helped us automate workflows and improve communication between departments for effective operations and sync between departments. Fantastic service!”

See Vegacompass in action

Watch our journey of delivering impactful CRM solutions that empower businesses worldwide