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.
Company News · Topic
How We Work
Every Company News article about How We Work, newest first. Back to all Company News
How We Work articles
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.
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
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
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.
Ownership Mentality: How We Approach Every Client Engagement
Learn how ownership mentality transforms consulting engagements. Discover why accountability, proactive problem-solving
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…
Talk to a senior consultant