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.
Company News · Author
Articles by David Cockrum
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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
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Vantage Point Joins the Kitces Advisor Services Map
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Boutique Consulting Continuity Risk After Acquisitions
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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
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