Salesforce Sales Cloud

The Promise and Potential of Trustworthy AI in Sales

Salesforce unveils innovative AI capabilities like Copilot and Automated Prospecting to streamline sales workflows. With increased automation and productivity, these tools aim to transform the way sales teams work. #AIinSales #SalesforceInnovation

The Winds of Change: How AI is Transforming Asset Management

Rapid advances in AI are transforming asset management. To thrive, asset managers must embrace AI-driven solutions. The future belongs to those who lead the AI revolution in financial services. Salesforce and partners like Vantage Point Consulting offer cutting-edge AI capabilities for success. #...

Harnessing the Power of Integration: A Salesforce Implementation Success Story from a Top US Insurance Agency

Discover how a top US insurance agency overcame their data management and workflow standardization challenges by implementing a comprehensive Salesforce solution with Vantage Point. Read their success story of increased efficiency and improved customer retention.

Moving from Salesforce Sales Cloud to Service Cloud: A Comprehensive Guide

Discover the key considerations, pros, cons, and risks involved in transitioning from Salesforce Sales Cloud to Service Cloud, and learn how Vantage Point Consulting can help your organization make the right decision.

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.