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.
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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…
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)
Women in Financial Services Technology: The Data, the Gaps, and the $700 Billion Opportunity
Women hold just 16% of top banking leadership roles and only 26% of revenue-generating positions.
Meet Vantage Point: Your Trusted Partner for Salesforce and HubSpot in Regulated Industries
Learn how Vantage Point helps regulated firms transform with Salesforce and HubSpot
MLK Day and Business Leadership: What Dr. King's Legacy Teaches Us About Transformation
Reflecting on MLK Day, we explore how Dr. King's approach to transformational change applies to modern business, CRM implementation, and inclusive innov...
Why Does Gratitude Matter in Financial Services? Thanksgiving Reflections & Lessons for 2026
Discover why gratitude drives success in financial services. Vantage Point shares Thanksgiving reflections on partnership, growth, and lessons for 2026.
Who Is Randy Wandell? Meet Vantage Point's New VP of Professional Services
Meet Randy Wandell, Vantage Point's new VP of Professional Services, bringing decades of Salesforce and technology leadership to financial services…
How Does Vantage Point Honor Memorial Day? A Tribute to Our Heroes & Veterans
Discover how Vantage Point honors Memorial Day, supports veterans and their families, and fosters a culture of remembrance, gratitude, and community ser...
Why Does Vantage Point Honor Memorial Day? Reflections on Service & Gratitude
Discover how Vantage Point honors Memorial Day. Learn why we reflect on military service, sacrifice, and gratitude as a financial services consulting pa...
Why Celebrate Mothers Every Day? 5 Reasons to Honor Working Moms Year-Round
Discover why Mother's Day should be every day. Learn 5 meaningful ways to honor working moms and their incredible 98-hour work week contributions.
Who is Mara Beck? Meet Vantage Point's Salesforce Solutions Architect
Meet Mara Beck, Salesforce Solutions Architect at Vantage Point. Learn about her 20+ years of Salesforce consulting experience and unique career journey.
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