Why Buying Salesforce is a Smart Move for Financial Services Organizations
Discover the benefits of buying Salesforce over continuing to invest in a homegrown CRM solution for Financial Services...
Simplify Your Salesforce Metadata Management with Metazoa
Discover Metazoa, the comprehensive Salesforce solution that simplifies metadata management across multiple orgs. Improve the...
#GameChangers | Meet Allison Jai O'Dell! | Vantage Point Consulting
Discover fun facts about a former rare book librarian with a passion for problem-solving and learning new skills. Read about their...
Revolutionize Financial Services with Mulesoft RPA: Vantage Point Consulting Explains How
Discover how Mulesoft RPA can benefit financial services organizations and how Vantage Point Consulting, a Salesforce consulting...
Comparing Salesforce FSC and RedTail for Wealth Management Firms
Discover how Salesforce FSC and RedTail compare in supporting the key performance indicators of wealth management firms. Learn...
ZenDesk vs Salesforce Service Cloud: A Comparison by Vantage Point Consulting
Vantage Point Consulting helps organizations choose the best customer service platform for success. We compare ZenDesk and...
5 Benefits of Integrating Portfolio Management and Accounting Solutions with Salesforce Financial Services Cloud for Wealth Management Firms
Learn how integrating portfolio management and accounting solutions with Salesforce Financial Services Cloud can improve...
Leading Mortgage Lender Partners with Vantage Point to Turnaround Salesforce FSC and Marketing Cloud Implementation
Vantage Point Consulting partnered with Cornerstone First Mortgage on a successful transition from Pipedrive to Salesforce...
Making the Transition from Jungo to Salesforce Financial Services Cloud
Discover the numerous benefits of making the transition from Jungo to Salesforce Financial Services Cloud (FSC) for Mortgage. Our...
Unlocking the Power of Salesforce CDP for FSOs
With the advent of digital transformation, financial services organizations (FSOs) are looking for more efficient and effective...