Leveraging DocuSign Integration with Salesforce Financial Services Cloud (FSC) as a Wealth Management Firm
Managing your wealth management firm's business processes can be complex, but leveraging advanced technology can help streamline...
Migrating from RedTail to Salesforce Financial Services Cloud
Moving from one CRM system to another can be both time-consuming and daunting. At Vantage Point, we understand the importance of a...
Integrating LPL ClientWorks with Salesforce Financial Services Cloud
Are you a wealth firm looking to connect LPL ClientWorks with Salesforce Financial Services Cloud (FSC)? Don't worry; we've got...
#GameChangers | Meet Tierney Helgesen! | Vantage Point Consulting
Meet Tierney Helgesen, HR/Talent Manager at Vantage Point! Fun Facts: My first plane ride was a one-way flight to Japan when I was...
Comparing Salesforce Financial Services Cloud and DealCloud: Why FSC is the Ideal CRM Platform for Asset Management Companies
A reliable and efficient CRM platform is essential for managing customer data, automating sales and marketing processes, and...
How Vantage Point Consulting Can Help Financial Services Organizations With Their Pardot Audit
Are you in the financial services industry and looking to audit your marketing automation platform? If so, Vantage Point...
How Slack and Salesforce Financial Services Cloud Work Together | Vantage Point Consulting
The financial services industry is one of the most competitive markets in the world. In order to stay ahead of the competition and...
#GameChangers | Meet Casey Rio! | Vantage Point Consulting
Meet Casey Rio, Salesforce Consultant at Vantage Point! Fun Facts: I was in Lego League in middle school where we built robots out...
Comparing Salesforce Marketing Cloud vs. Pardot | Vantage Point Consulting
In the wide world of marketing automation solutions, two names rise to the top – Salesforce Marketing Cloud and Pardot. It can be...
How to Select the right Salesforce Partner | Vantage Point Consulting
When selecting the right Salesforce Partner, you need to consider their proficiency and expertise in Salesforce and their industry...