Explore how Vantage Point's Salesforce managed services help financial services clients achieve operational excellence and sustainable growth.
Transforming Operations for an Equipment Solutions Provider
At Vantage Point, our commitment to delivering exceptional Salesforce managed services has resulted in long-term partnerships with industry leaders across different sectors. One notable success story involves a premier provider of capital equipment solutions serving various industries, including construction, forestry, agriculture, warehousing, material handling, and trucking.
This family-owned business, spanning four generations, operates a network of over 150 locations and employs 3,000 team members across nine western states. Our relationship began in April 2022 with an initial Salesforce implementation project focused on streamlining business processes such as real estate management, business license tracking, insurance tracking, property tax tracking, rental property tracking, lease tracking, and property prospecting.
Following the successful implementation, the equipment solutions provider transitioned to our managed services model to ensure ongoing optimization of their Salesforce environment. Our managed services agreement provides them with dedicated support and expertise at 5 hours per month, with flexibility to accommodate additional needs. This approach has enabled them to maintain system stability and performance, implement ongoing enhancements, quickly address emerging business requirements, and access expert guidance for complex challenges.
The success of our managed services relationship is evidenced by this client's continued renewal and expansion of services. In April 2025, they approved additional hours to address specific business needs, demonstrating the value they place on our partnership. Our team recently documented their success story, highlighting the positive impact of our collaboration. The equipment provider's commitment to our managed services offering has evolved from an initial engagement to a multi-year partnership spanning 2024-2025 and now extending into late 2025.
Enhancing Client Management for an Investment Advisory Firm
Another success story involves a respected investment advisory firm that relies on Salesforce to support their business operations and client management needs in the competitive financial services industry.
Our managed services relationship with this financial services firm began in 2023, providing them with consistent access to Salesforce expertise and support. The partnership has proven so valuable that they have maintained and expanded the relationship over time.
Our managed services agreement with the investment firm provides them with 20 hours of dedicated support per month, allowing their team to focus on their core business while we handle the ongoing optimization and management of their Salesforce environment. Our services include custom development and automation, system administration and maintenance, technical issue resolution, and strategic consultation for new initiatives.
A recent success with this investment advisory firm involved improving their opportunity reporting processes. After consulting with their team, we developed a plan incorporating Flow automations and rollups to enhance their quarter-over-quarter reporting capabilities. The value of our partnership is clearly demonstrated by the firm's decision to renew their managed services agreement, ensuring continued access to our expertise.
The Key Benefits of Salesforce Managed Services
Vantage Point's managed services offer a range of benefits that help clients maximize their Salesforce investments. Our dedicated client resources ensure that each client has a designated resource aligned to their relationship, providing consistent and personalized support.
Regular planning calls allow us to review upcoming work and work in progress, ensuring that we stay aligned with our clients' needs and objectives. Our quick response times mean that clients can rely on us to address issues promptly, minimizing downtime and disruption to their operations.
Flexible support hours accommodate varying monthly needs, allowing clients to scale their support based on their current requirements. Our deep Salesforce expertise across all aspects of the platform ensures that clients receive the highest level of technical support and guidance.
Long-Term Partnerships: The Vantage Point Difference
The success stories of our equipment solutions provider and investment advisory firm clients highlight the value of long-term partnerships with Vantage Point. Our client-success focused approach, combined with industry-leading Salesforce technical expertise, delivers contextual solutions that scale with our clients' businesses.
Both clients have experienced the benefits of our managed services approach, including a designated resource aligned to each client relationship, weekly planning calls to review upcoming work and work in progress, prompt response to service requests, flexible hours to accommodate varying monthly needs, and deep Salesforce expertise across all aspects of the platform.
Driving Future Success with Managed Services
As we continue supporting clients across the equipment solutions and financial services sectors, we remain committed to driving business excellence through managed services that deliver measurable results and lasting value.
Our focus on delivering exceptional client experiences, combined with our technical expertise and flexible support model, ensures that our clients can achieve operational excellence and sustainable growth. Whether it's enhancing opportunity reporting for an investment advisory firm or streamlining business processes for an equipment solutions provider, Vantage Point's Salesforce managed services are designed to help clients succeed in an ever-evolving business landscape.
