The Salesforce Consulting Partner for Financial Services
We enable today’s leaders to solve complex business challenges and unlock the full potential of the Salesforce platform.
150+
Happy Customers and Growing
4.9/5
CSAT score on
AppExchange
100%
Salesforce Certified
Team
100%
US-based & Employee
Owned
Our Core Focus
Purpose
Building a great company with great people. Achieving great results.
Niche
Salesforce Professional Services.
Services
Advisory, Implementation, Optimization, and Managed Services
Platforms
Salesforce, Slack, Tableau, Marketing Cloud, and Mulesoft/third-party integrations
The Vantage Point Difference
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Salesforce Financial Services Top 25 North America Partner
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Deep Financial Services industry experience. Former industry practitioners.
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Boutique high-touch approach to sales and service.