Salesforce Implementation

Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

Discover how a leading trading firm overcame the challenges of siloed data and stringent security requirements by partnering with Vantage Point to implement a tailored and scalable Salesforce solution that revolutionized their business operations.

Insurance Agency Partnered With Vantage Point to Implement Salesforce to Maximize Efficiency and Enhance Customer Relationships

The insurance agency in question collaborated with Vantage Point to optimize efficiency and strengthen customer relationships through the implementation of Salesforce. With this upgraded system, the agency delivers an improved customer service experience while streamlining its operations.

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.

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 seamless transition to the Salesforce Financial Services Cloud (FSC). With experience in dozens of successful migrations and transitions from RedTail CRM to Salesforc...

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.