For Salesforce AEs and SEs
A services partner you can bring into an Agentforce deal today
Fixed-scope accelerators you can put in front of a customer, a clear co-sell process and a direct line to our founder. Forward this page to your customer, or use it to decide whether to bring us in.
Short answer
Vantage Point is a senior-led Salesforce partner for financial services and other regulated industries. We bring named, fixed-scope offers for Agentforce, Agentforce Voice and Contact Center, MCP connections and data readiness, register every deal we work with you, and stay out of the license conversation. David Cockrum, our founder, is the direct contact.
What you can sell with us
| Offer | Scope | Timeline | Price |
|---|---|---|---|
| Agentforce Discovery and POC | Use-case matrix, ROI summary, readiness checklist, working proof of concept in the customer's sandbox or a guided demo | Three 30-minute sessions over about two weeks | Complimentary |
| Agentforce Accelerator | One production agent: topics and actions, prompt templates, a Data Cloud data stream, test scenarios, observability dashboard, admin training. Six vertical packages for wealth, banking, insurance, lending, onboarding and fintech | Four to six weeks per agent | Fixed fee, quoted |
| Open CTI Migration Assessment | Telephony inventory, Service Cloud Voice or Agentforce Contact Center path, recording and retention requirements, first voice agent, fixed build quote | Short fixed scope | Fixed fee, quoted |
| Data Foundations Discovery and POC | Data health scorecard, integration architecture map, 90-day roadmap, then a POC on the top data issue | Three 60-minute sessions or a four-hour hands-on variant | Discovery complimentary |
| Claude MCP Accelerator | Claude connected to the customer's Salesforce through the hosted MCP server, read-only first, with per-user sign-in | One working session plus follow-up | Complimentary |
| RecordIQ | AI on Salesforce record pages with the customer's own model keys and a full audit log, for teams not ready for Agentforce licenses | Install and first prompts in days | Quote on request |
All accelerators are listed at vantagepoint.io/accelerators.
HubSpot account teams and partner managers can see how we co-sell with them on our page for HubSpot teams.
How we co-sell
- You bring us in. Email David or book 20 minutes. Tell us the account, the use case and where the deal stands.
- We register the deal. We register every opportunity we work with you through the Salesforce partner program, so attribution is on record from the first meeting.
- We prepare together. A short prep call before we meet your customer, so we tell the same story on scope and timing.
- We scope the services, you own the license. We never quote or discount Salesforce licenses. We size services and tell you what the customer needs to buy for the use case to work.
- We keep you posted. You hear from us after every customer meeting, and before any change to scope or timing.
| Who | Does what |
|---|---|
| Salesforce AE | Owns the account relationship, licensing and commercial terms with Salesforce |
| Salesforce SE | Product demos and technical fit; we join for implementation questions |
| Vantage Point | Discovery, POC, services scope and quote, delivery, and the post-launch support plan |
Who we're a good fit for
Industries
Segments and products
- Small business through mid-market and commercial accounts
- US, UK and Central and Eastern Europe
- Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Data Cloud, MuleSoft and Agentforce
- Customers moving off Redtail, Wealthbox, HubSpot or legacy CRMs onto Salesforce
What we can point to
Firm. 700+ CRM engagements for 175+ clients since 2018, senior consultants only, with a founder who is a former financial services COO.
Financial Services Cloud. Migrations from Redtail and Wealthbox to Financial Services Cloud, and a community bank Financial Services Cloud build. See case studies.
Voice. A delivered Service Cloud Voice implementation on Amazon Connect for a fintech lender.
MCP. Claude connected to Salesforce through the hosted MCP server at NewSpring Capital, plus customers in health technology and manufacturing.
We don't have a published Agentforce case study yet, and we won't claim one. We lead with the Discovery and POC so your customer sees a working agent before anyone signs.
Questions Salesforce teams ask us
How fast can you join a customer call?
Usually within the week. Email David with the account, the use case and the dates that work for your customer.
Do you register deals?
Yes. We register every opportunity we work with a Salesforce account team, so sourcing and influence are on record.
Will you talk pricing with my customer?
Only for our services. Licensing and Salesforce commercial terms stay with you.
What size customers do you work with?
Mostly small business through mid-market and commercial accounts in regulated industries. We run fixed-scope packages for smaller customers and larger programs for multi-cloud work.
Updated October 4, 2026.