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Your reliable partner in
business transformation,
offering AI-driven Salesforce &
HubSpot solutions to
accelerate growth

What We Do Best

Specialized Salesforce & HubSpot Solutions Tailored to
Your Industry

Implementation & Integration

  • Salesforce Financial Services Cloud

  • HubSpot CRM & Marketing Automation

  • Salesforce Marketing Cloud

  • Experience Cloud Solutions

  • Tableau & CRM Analytics

Strategic Advisory

  • Digital Transformation Roadmapping

  • Strategic CRM & AI Consulting

  • Technical Architecture Reviews

  • Process Optimization & Automation

  • Change Management & Enablement

Managed Services & Ongoing Support

  • Comprehensive Managed Services

  • Platform Health Checks & Optimization

  • User Training & Enablement

  • Continuous Innovation & Enhancement

Implementation
& Integration

  • Salesforce Financial Services Cloud

  • Salesforce Marketing Cloud

  • Experience Cloud Solutions

  • Tableau & CRM Analytics

Strategic Advisory

  • Digital Transformation Roadmapping

  • Strategic CRM & AI Consulting

  • Technical Architecture Reviews

  • Process Optimization & Automation

  • Change Management & Enablement

Managed Services & Ongoing Support

  • Comprehensive Managed Services

  • Platform Health Checks & Optimization

  • User Training & Enablement

  • Continuous Innovation & Enhancement

Our Services

High-impact Salesforce & HubSpot solutions, customized for your business

We deliver specialized CRM implementations, seamless platform integrations, AI-driven personalization, and dedicated managed services designed to boost productivity, enhance customer engagement, and accelerate your organization's growth.

Partner with Vantage Point to unlock the full potential of your technology investments.

Industries We Serve

Expert Salesforce & HubSpot Solutions Tailored to Your Industry

Wealth

Wealth Management

Enhance advisor productivity and elevate client relationships with customized Salesforce Financial Services Cloud implementations, seamless integrations, and AI-driven personalization that streamline your entire wealth management lifecycle.

Banking/Credit Unions

Banking & Credit Unions

Drive operational efficiency, compliance, and customer engagement through integrated CRM platforms and powerful marketing automation. Our Salesforce and HubSpot solutions empower banks and credit unions to deliver exceptional digital experiences.

Insurance

Insurance

Optimize policyholder experiences, improve renewal rates, and streamline claim processes. We help insurers leverage Salesforce's AI and automation tools, integrated seamlessly to enhance every customer interaction.

Fintech

Fintech

Accelerate growth, improve user experiences, and seamlessly integrate your fintech platforms with Salesforce and HubSpot. Our expertise in data-driven personalization and agile implementations ensures your technology aligns with your innovative vision.

Our Core Values

Guiding Principles That Drive Excellence in Industry Technology

Ownership Mentality

We take pride and accountability in every engagement, empowering our team members to proactively seek solutions and deliver measurable outcomes. Embracing responsibility, transparency, and continuous improvement ensures exceptional quality and effectiveness for our clients.

Collaborative Partnership

True success arises from close collaboration-both within our team and alongside our clients. We foster open, clear communication, pooling expertise to create innovative, customized solutions that directly align with our clients' strategic goals.

Tenacious Execution

We approach every challenge with determination, resilience, and unwavering commitment. Our clients trust us to persistently drive their projects forward, overcoming obstacles and consistently delivering the impactful results they expect and deserve.

Humble Confidence

We combine deep industry expertise with humility, remaining open to growth, feedback, and continuous learning. Our balanced approach ensures that we confidently provide valuable insights while respectfully partnering with our clients to navigate evolving business and technological landscapes.

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Resource Centre

Insights and Best Practices for Industry Technology

Explore our latest articles, guides, and case studies focused on Salesforce, AI-driven solutions, and strategic insights tailored specifically for financial services professionals.

Five CRM Pitfalls That Kill Growth and How to Fix Them with Predictive Revenue Intelligence

Five CRM Pitfalls That Kill Growth and How to Fix Them with Predictive Revenue Intelligence

Discover five critical CRM pitfalls killing growth and learn how revenue intelligence software transforms data into predictive insights for...

Bret Larsen

February 04, 2026

CRM & Sales Tools
The Complete CRM Showdown: Salesforce FSC vs. Wealthbox vs. Redtail vs. Orion vs. Practifi

The Complete CRM Showdown: Salesforce FSC vs. Wealthbox vs. Redtail vs. Orion vs. Practifi

Discover how fintech companies can crack the private credit market's data void

The Complete CRM Showdown: Salesforce FSC vs. Wealthbox vs. Redtail vs. Orion vs. Practifi
David Cockrum

February 04, 2026

RedTailCRM
Cracking the Code: Data Enrichment Strategies for Private Credit Firms

Cracking the Code: Data Enrichment Strategies for Private Credit Firms

Discover how fintech companies can crack the private credit market's data void

Cracking the Code: Data Enrichment Strategies for Private Credit Firms
David Cockrum

February 04, 2026

Fintech

Ready to Transform Your Business?

Partner with Vantage Point to unlock the full potential of your Salesforce investments. Together, we'll streamline your operations, enhance client engagement, and accelerate your growth with strategic CRM implementations and AI-driven solutions designed specifically for your business.

FINS

Testimonials

Proven Success You Can Trust

With a 100% certified, senior-level team, Vantage Point has successfully completed over 400 engagements-delivering measurable outcomes and driving growth for more than 150 satisfied clients nationwide. Our 100% US-based, employee-owned firm consistently earns outstanding client feedback, with an average satisfaction rating of 4.71 out of 5.0.

"Out of all of the vendors we have tried to work with, and it has been many over the years, Vantage Point is the only Salesforce consulting team who has actually delivered on their contract, their commitments, and their skills above and beyond expectation. Fast, skilled, and knowledgeable across all of Salesforce. Have already and will continue to contract with them."

Lido Advisors