Integrations

Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation

At Vantage Point Consulting, we worked alongside Cornerstone First Mortgage in helping them transition from Pipedrive to the Salesforce Financial Services Cloud. Our expertise enabled them to quickly and efficiently reach their goals and improve their operations and customer service.

Maximizing Loan Pipeline Management with Calyx Path and Salesforce Integration

As a mortgage banker, it's crucial to have a streamlined process for loan origination and management. In an industry where time is money, having access to accurate and up-to-date information is vital to keeping your loan pipeline on track. a Calyx Path and Salesforce integration can provide a rob...

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 and simplify the process. Integrating DocuSign with Salesforce Financial Services Cloud (FSC) is an excellent way to ensure critical business processes are completed qu...

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 implement Salesforce wall-to-wall throughout the institution.

Exploring the Benefits of Integrating Salesforce with Yardi

Salesforce is a powerful platform for managing relationships, tracking progress, and creating automated workflows—all essential aspects of running an efficient business. For many organizations, integrating Salesforce with Yardi.com can take their operations to the next level by providing better...