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Partners

Salesforce

Salesforce logo

 Salesforce Consulting for Regulated Industries Salesforce is the global leader in customer relationship management (CRM), bringing companies and customers together in the digital age. With a comprehensive suite of cloud-based applications, Salesforce helps businesses of all sizes connect with customers in entirely new ways.

Core services & solutions

Sales Cloud Complete sales CRM solution

Service Cloud Customer service and support

Marketing Cloud  Digital marketing automation

Commerce Cloud  E-commerce platform

Financial Services Cloud  Industry-specific CRM

CRM Analytics  Business intelligence and analytics

Platform & Integration  Custom app development

Agentforce, voice, MCP and data readiness

Our Salesforce work now has four named offers, each with its own page: Agentforce consulting, Agentforce Voice and Contact Center, MCP connections and AI data readiness.

Vantage Accelerators for Salesforce customers: Agentforce Discovery and POC, the Agentforce Accelerator, the Open CTI Migration Assessment, Data Foundations Discovery and POC, the Claude MCP Accelerator and RecordIQ.

Salesforce AE or SE? See how we co-sell and register deals.


How Vantage Point partners with Salesforce

Vantage Point implements Salesforce for financial services firms and other regulated organizations, with deep experience in Financial Services Cloud for banks, wealth managers, insurers and lenders. Our senior, certified Salesforce consultants build the workflows, integrations and compliance controls those firms need.

Key Benefits

Icon SVG-3   Financial Services Cloud implementation and optimization

Icon SVG-3   Custom Salesforce development for complex financial workflows

Icon SVG-3   Integration with core banking and wealth management systems

Icon SVG-3   Compliance and security configuration for financial regulations

Icon SVG-3   User adoption and change management programs

Work with a senior Salesforce team

Work with certified Salesforce professionals who understand your industry, your clients, and your compliance needs.