Vantage Point Joins the OpenAI Partner Network
Vantage Point is now a member of the OpenAI Partner Network, rolling out ChatGPT and the OpenAI API with Salesforce and HubSpot for regulated industries.
Start here
- 1 What Is Vantage Point? The Best Salesforce Consulting Partner for Financial Services
- 2 What Is Vantage Point's VALUE Methodology? Framework for Financial Services Salesforce Implementations
- 3 The Vantage Point Process: From Discovery to Go-Live and Beyond
- 4 What Are Core Values? How Vantage Point's 4 Principles Drive Client Success
Latest articles
Vantage Point Joins the Braze Alloys Partner Network
Vantage Point is now a member of the Braze Alloys partner network, implementing Braze and connecting it to Salesforce and HubSpot for regulated industries.
Salesforce Implementation Done Right: How Vantage Point Delivers FSC Projects
Learn Vantage Point's proven FSC implementation methodology for wealth management firms. Get faster adoption, compliance-first design, and measurable ROI.
Why Vantage Point Recommends Aircall for CRM-Integrated Telephony
See why Vantage Point recommends Aircall for CRM-integrated telephony and how we wire automatic call logging into Salesforce and HubSpot.
Vantage Point Joins the Kitces Advisor Services Map
Vantage Point is now featured on the Kitces Advisor Services Map, the trusted directory of vetted service providers for financial advisory firms.
Boutique Consulting Continuity Risk After Acquisitions
Boutique consulting continuity risk grows after acquisitions. See what CRM buyers should evaluate before choosing a partner.
Senior CRM Consultants Beat Large Teams: Why Experience Wins
Senior CRM consultants reduce CRM project risk by fixing scope, data, adoption, and integration decisions before teams build.
Change Management That Drives Adoption: Our Advisory Approach
Discover the change management framework that drives real CRM adoption, with practical strategies from Salesforce and HubSpot implementations.
Vantage Point Reaches HubSpot Gold Partner Status
Vantage Point reached HubSpot Gold Partner status after approximately twelve months in the HubSpot Solutions Partner Program.
What Is the VALUE Methodology? A CRM Implementation Framework That Actually Works
Discover Vantage Point's VALUE Methodology, the 5-phase CRM implementation framework that turns 55-70% failure rates into lasting adoption and results.
How We Scope CRM Projects: Setting Expectations and Delivering Results
Learn how Vantage Point scopes CRM projects using the VALUE methodology. Discover our discovery-to-delivery approach that sets expectations and delivers…
Vantage Point and Salesforce: A Partnership Built for Complex Organizations
Discover how Vantage Point's Salesforce partnership delivers multi-cloud CRM implementations, AI automation
About Company News
What does Company News cover?
Company News is where Vantage Point shares who we are: our team, core values, partnerships and certifications, and the process we use with wealth managers, banks, insurers and other regulated firms.
Who writes it?
Vantage Point’s senior Salesforce, HubSpot and AI consultants, led by founder and CEO David Cockrum. Articles are based on client work in wealth management, banking, insurance and other regulated industries, and are updated when platforms change.
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