Live campaigns, automated nurturing, performance monitoring, team training
Key Activities:
CRM Platform Configuration
Data Migration & Cleanup
Marketing Strategy Development
Brand Messaging Framework
Team Onboarding & Training
Key Activities:
Marketing Automation Setup
Email Template Design
Landing Page Creation
Campaign Asset Development
Content Strategy Implementation
Key Activities:
Campaign Launch
Automated Nurturing Sequences
Performance Monitoring
Advanced Team Training
Optimization & Refinement
Ready to Accelerate Your CRM ROI?
Get your marketing system operational and generating leads in just 60 days
The #1 Challenge
Full-Service Agency Capabilities
Comprehensive marketing technology expertise to transform your CRM into a revenue engine
Two Industry Leaders, One Powerful Solution
This unique partnership combines Vantage Point's elite CRM implementation expertise with TE+A Marketing's top-tier campaign creation capabilities — exclusively for financial services firms.
What You Get: Complete Marketing Technology Transformation
We deliver an operational marketing system from CRM configuration to live campaigns generating leads — not just a setup, but a complete revenue-generating engine.
