System Integration Without the Headaches: Our Approach to Data Migration
Learn Vantage Point's proven approach to system integration and data migration using MuleSoft, API-led connectivity
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Why Vantage Point Thrives in Complex, Compliance-Driven Environments
Discover how Vantage Point delivers CRM implementations in complex, compliance-driven environments with senior-led expertise and AI-augmented delivery.
Humble Confidence: Why the Best Technology Partners Pair Deep Expertise with Continuous Learning
Discover why humble confidence—pairing deep expertise with continuous learning—is the key trait to look for in CRM implementation and technology…
Tenacious Execution: Overcoming Challenges to Deliver Results in 2026
Discover how tenacious execution helps businesses overcome CRM and technology project challenges.
Ownership Mentality: How We Approach Every Client Engagement
Learn how ownership mentality transforms consulting engagements. Discover why accountability, proactive problem-solving
Collaborative Partnership: Building Solutions Together with Our Clients
Discover how Vantage Point's collaborative partnership approach delivers tailored CRM solutions through transparent communication and the VALUE…
From COO to CRM Consultant: David Cockrum's Journey to Founding Vantage Point
Discover how David Cockrum went from COO and longtime Salesforce customer to founding Vantage Point, a senior-led CRM consultancy.
40 Years of Tech Leadership: Randy Wandell's Approach to Teaching People to Fish
Meet Randy Wandell, Vantage Point's VP of Professional Services. Learn how his teach people to fish philosophy transforms CRM consulting into…
One Partner, Two Platforms: Why Vantage Point Works with Both Salesforce and HubSpot
Discover why Vantage Point works with both Salesforce and HubSpot — and how dual-platform expertise delivers better CRM outcomes for regulated businesses.
Vantage Point Earns HubSpot Salesforce Integration Certification: Bridging Two CRM Giants Under One Roof
Vantage Point earns HubSpot Salesforce Integration Certification, validating expertise in bridging both CRM platforms.
Vantage Point Earns HubSpot Solutions Partner Certification: What It Means for Our Clients
Vantage Point is now a certified HubSpot Solutions Partner. Learn what this means for our dual-platform CRM expertise across Salesforce and HubSpot for…
International Women's Day 2026: Building Inclusive Financial Services Firms — A Technology and Culture Roadmap
A comprehensive roadmap for building inclusive financial services firms — combining culture change, CRM technology (Salesforce & HubSpot)
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