Success Stories

Unlocking Growth and Productivity: Vantage Point and Salesforce Reshape the Client Experience for a Leading Wealth Management Firm

Unlocking growth and productivity for a leading wealth management firm. Learn how Vantage Point and Salesforce reshaped the client experience, driving efficiency, scalability, and personalized service. #wealthmanagement #salesforce #clientexperience

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.

Revolutionizing Tax Planning Scheduling: A Wealth Management Success Story with Salesforce Lightning Scheduler

Discover how a leading wealth management firm streamlined their tax planning scheduling process with the help of Vantage Point Consulting and Salesforce Lightning Scheduler, resulting in improved efficiency, cost savings, and a foundation for future growth.

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.

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.