The Vantage Point Story
It all started when David Cockrum, an experienced COO and Salesforce customer for thirteen years, recognized the need for a consultancy firm to help Financial Services companies make the most of their Salesforce investments. He envisioned creating Vantage Point - a firm at the intersection of Salesforce and Financial Services - that genuinely understood the platform's nuances and its customers’ businesses.
Vantage Point is led by a powerhouse team of multi-platform industry experts devoted to helping customers maximize their CRM value through human-centered practices that stick. Under the guidance of Founder & CEO David Cockrum, they are determined to ensure that customers make the most out of their Salesforce investment.
Who We Are
We are a team of Salesforce experts delivering customized advisory, implementation, optimization, and managed services to help financial services companies achieve their goals and maximize their return on investment with Salesforce.
Core Values
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We strive to cultivate an ownership mentality among our team members, so they take an active role in finding solutions that benefit our clients. We believe that individual should be accountable and responsible for their own work, while also being open to feedback from teammates to grow. By embracing this approach, we can ensure a higher level of quality and effectiveness for our clients’ projects.
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We understand that our clients require quick and efficient solutions. That is why we foster an environment of collaboration, where everyone can contribute their own expertise and ideas to provide the best outcomes for our clients. Our team members are encouraged to openly communicate with each other to produce more creative, high-quality results. Together, we strive to create an atmosphere of cooperation and mutual success.
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We approach every project with tenacity and determination. We understand that sometimes achieving the desired outcome requires hard work and perseverance, so we stay focused, motivated, and never give up until the job is done. Our clients can be sure that we will see the project through to completion and deliver the best possible results for them.
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We are confident in our ability to provide quality solutions, but we never forget that humility is essential to success. We recognize that we must always be open to learning new things and adapting our strategies as necessary. Our clients can be sure that we will approach every project with a balance of confidence and respect for those involved.
Our Approach
Our Salesforce consulting for financial services companies is tailored to maximize return on investment and drive sustainable growth. We take the time to understand your unique business needs and challenges before designing a customized solution that leverages the full power of Salesforce.
Founded by a former financial services industry executive and Salesforce customer, our firm takes a highly bespoke and integrated approach to our Salesforce professional services, cultivating and applying the best talent, technicals, technology, and methodology resources to complex and high-stake engagements to yield success for our customers in the way they leverage the Salesforce platform.