Vantage Point Consulting

Optimizing Your Legacy Salesforce Org for Maximum Efficiency

Unlock the full potential of your legacy Salesforce org with expert strategies for optimization. Streamline operations, enhance user experience, and ensure your system scales with your business's growth. Learn how a comprehensive audit, targeted customizations, and focused user training can trans...

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. #...

Meet Mara Beck, Salesforce Solutions Architect at Vantage Point!

Get to know Mara Beck, an amazing Salesforce Solutions Architect at Vantage Point. Discover her journey to Vantage Point, her favorite parts of the job, and some fun facts about her life - including her love for Murder She Wrote, her temporary life in England, and her Scottish title!

Meet Allison Jai O’Dell, Senior Consultant at Vantage Point!

The blog post shares fun facts about Vantage Point Consulting team member Allison Jai O'Dell, including their past work as a rare book librarian and their ability to read multiple languages. They discuss their role at Vantage Point, working with a team of experienced professionals who share their...

Meet Tierney Helgesen, HR/Talent Manager at Vantage Point!

Meet Tierney Helgesen, HR/Talent Manager at Vantage Point! Fun Facts: My first plane ride was a one-way flight to Japan when I was 8. My favorite show to have on repeat is New Girl, and I’ve named both of my pets after characters (Cece & Miller). I am a proud aunt of 4 nephews, with two more ...

Meet Casey Rio, Salesforce Consultant at Vantage Point!

Meet Casey Rio, Salesforce Consultant at Vantage Point! Fun Facts: I was in Lego League in middle school where we built robots out of legos! I originally attended culinary school and was a line cook and cake maker before starting in the insurance industry. My career path in the insurance industry...

How to Select the right Salesforce Partner

When selecting the right Salesforce Partner, you need to consider their proficiency and expertise in Salesforce and their industry experience. A Salesforce Partner with the right combination of both can bring the best of both worlds to your organization - leveraging your business data on the Sale...

The Power of Core Values at Vantage Point Consulting

At Vantage Point Consulting, we believe in the power of core values. Our core values are not simply words on paper; they represent how we approach our work, clients, and team members daily. You can see and feel something special about how we do business when you meet or interact with one of our t...