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...
Preeminent Community Bank uses Vantage Point to implement Salesforce Wall-to-Wall across their Institution
First Federal Savings and Loan, a leading community bank in Washington State, partnered with Vantage Point to successfully...
Ahead to 2023 in the Wealth Management Industry | Vantage Point Consulting
Technology is constantly evolving, and so is the wealth management industry. Here, we look at some of the biggest trends shaping...
Salesforce Shield: A Comprehensive Security Solution for Financial Services | Vantage Point Consulting
Learn about Salesforce Shield, the comprehensive security solution for financial services organizations who want to stay ahead in...
The Power of Core Values at Vantage Point Consulting
Our core values define who we are as a company and guide our decisions. They help us stay true to our purpose, which is why our...
Exploring the Benefits of Integrating Salesforce with Yardi | VantagePoint.io
Salesforce is a powerful platform for managing relationships, tracking progress, and creating automated workflows—all essential...
Salesforce Identity Connect Retirement: What You Need to Know and Alternative Solution Options
Salesforce recently announced the upcoming retirement of its Identity Connect product, leaving many current customers in search of...
Salesforce Financial Services Cloud (FSC) for Mortgage vs. Jungo | Vantage Point Consulting
Learn about and compare Salesforce Financial Services Cloud (FSC) for Mortgage with Jungo in this article. Find out which solution...
Unlock the Power of the Salesforce Spring 23' Release for Financial Services Cloud | Vantage Point Consulting
Learn about the new features and enhancements in the Salesforce Spring 23' Release for Financial Services Cloud.