Unlock the full potential of your financial services business with Vantage Point's specialized Salesforce solutions.
Why Vantage Point is Your Ideal Salesforce Partner
In today's competitive financial services landscape, having the right technology partner can make all the difference between stagnation and growth. At Vantage Point, we've built our reputation as the premier Salesforce consulting partner exclusively focused on financial services. Our comprehensive suite of services is designed to address the unique challenges and opportunities facing firms in wealth management, banking, insurance, mortgage and lending, capital markets, and other financial sectors.
What sets us apart is our true partnership approach—we work as an extension of our clients' teams, serving as true partners and not just another consulting firm. Our client-success focus has earned us a customer service satisfaction (CSAT) score of 4.93 out of 5.0 and recognition among Inc. 5000's fastest-growing private companies for three consecutive years (2019, 2020, 2021).
Tailored Strategic Consulting for Financial Services
When you need to take your strategic thinking to the next level and make better decisions for your Salesforce implementation and technology architecture, our consulting services provide the foundation. We help you create a strategic vision for your Salesforce implementation and a clear roadmap of how your technology can power your business goals and objectives.
Our team of tenured Salesforce consultants reviews your current business strategy and IT architecture to evaluate step-change opportunities for growth. What you can expect: high-level discovery sessions to understand your goals, key business objectives, current technology stack, and end-user requirements; strategy workshops to create the high-level strategy for designing and implementing the right Salesforce solution; detailed roadmaps providing a comprehensive guide for your future Salesforce implementation; high-level project plans to guide stakeholders and clarify deliverables; and documented user stories to ensure the solution addresses your most pressing business needs.
Seamless Implementation and Integration Services
Super-charge your business and unlock the big moves that really matter for exceptional performance through custom-built solutions for marketing, sales, client services, and operations. We help you get started quickly and cost-efficiently, offering rapid analysis, design, and implementation of the latest Salesforce CRM technologies.
Our implementation services can be tailored to how your firm operates, leveraging Salesforce's powerful platform for firms that need automation of unique business processes, complex data migration, integration of parallel systems, and potential custom development. What you can expect: fully operational Salesforce implementation with embedded best practices, 360-degree client view, standard reports and dashboards; detailed analysis of your current Salesforce configuration and alignment of new requirements; roadmap to success identifying quick wins and ensuring long-term enhancements; and a transformative technology platform tailored to optimize your business.
Empowering Your Team with Training and Support
Our team of tenured Salesforce consultants builds tailored training for your end-users that drives adoption and improves productivity. Highly successful projects always start with honest conversations around change management and adoption, as great projects fail on the finish line every day because training and adoption were an afterthought.
Vantage Point Consulting carefully analyzes the challenges involved in user adoption – one of the core challenges being lack of training and knowledge on the new platform. Our post-implementation strategy includes hands-on training aimed at driving user adoption and value. Allow us to become an extension of your team and provide you with continuous administrative and technical support, so you can focus on your business. Vantage Point Consulting's team of Salesforce certified consultants makes sure that we understand our clients' requirements and provide the best support possible.
Achieving Operational Excellence and Growth
Every business is unique, and we're here to help you discover the Vantage Point services that best align with your specific needs and goals. Whether you're just beginning your Salesforce journey or looking to optimize an existing implementation, our team of financial services Salesforce experts is ready to help you drive growth, enhance customer experiences, and achieve operational excellence.
Contact us today to discuss how we can tailor our services to meet your unique requirements. Discover how Vantage Point can become your trusted Salesforce partner, delivering tailored solutions that drive real business results.
