How do leading firms in financial services and equipment solutions achieve operational excellence with Salesforce? Through strategic managed services partnerships that deliver ongoing optimization, dedicated expertise, and measurable results. Here are two real client success stories that show the power of Salesforce managed services.
📊 Key Stat: Vantage Point's managed services clients consistently renew and expand their partnerships year over year — a testament to the measurable ROI of ongoing Salesforce support.
How Did Salesforce Managed Services Transform an Equipment Solutions Provider?
At Vantage Point, our commitment to delivering exceptional Salesforce managed services has resulted in long-term partnerships with industry leaders across different sectors. One standout success story involves a premier provider of capital equipment solutions serving multiple industries.
📊 Client Snapshot: A family-owned business spanning four generations, operating 150+ locations with 3,000 team members across nine western states — serving construction, forestry, agriculture, warehousing, material handling, and trucking industries.
What Business Processes Were Streamlined Through Salesforce?
Our relationship began in April 2022 with an initial Salesforce implementation project focused on streamlining key business processes:
- Real estate management — Centralized tracking and oversight of property assets
- Business license tracking — Automated compliance across 150+ locations
- Insurance tracking — Unified view of coverage across all operations
- Property tax tracking — Streamlined tax management across nine states
- Rental property tracking — Visibility into all rental agreements
- Lease tracking — End-to-end lease lifecycle management
- Property prospecting — Data-driven expansion planning
What Does the Managed Services Agreement Include?
Following the successful implementation, the equipment solutions provider transitioned to our managed services model. Their agreement includes:
- 5 dedicated hours per month — Consistent, predictable Salesforce support
- Flexible scaling — Additional hours available to accommodate emerging needs
- System stability and performance — Proactive maintenance and monitoring
- Ongoing enhancements — Continuous improvements to match evolving requirements
- Expert guidance — Access to deep Salesforce knowledge for complex challenges
The success of this relationship is evidenced by the client's continued renewal and expansion. In April 2025, they approved additional hours to address specific business needs. The partnership has grown from an initial engagement into a multi-year collaboration spanning 2024–2025 and extending into late 2025.
How Did an Investment Advisory Firm Enhance Client Management with Salesforce?
Another compelling success story involves a respected investment advisory firm that relies on Salesforce to support their business operations and client management in the competitive financial services industry.
What Services Does Vantage Point Provide to the Investment Firm?
Our managed services relationship with this financial services firm began in 2023, providing consistent access to Salesforce expertise. Their agreement includes 20 hours of dedicated support per month, covering:
- Custom development and automation — Tailored Salesforce solutions for unique workflows
- System administration and maintenance — Keeping Salesforce running smoothly
- Technical issue resolution — Fast response to critical problems
- Strategic consultation — Expert guidance for new initiatives and growth planning
How Did Vantage Point Improve Opportunity Reporting?
A recent win for this investment advisory firm involved transforming their opportunity reporting processes. After consulting with their team, we developed a plan incorporating:
- Flow automations — Eliminating manual reporting steps
- Rollup calculations — Automated quarter-over-quarter performance tracking
- Enhanced dashboards — Real-time visibility into pipeline and results
The firm has since renewed their managed services agreement, ensuring continued access to Vantage Point's expertise.
What Are the Key Benefits of Salesforce Managed Services?
Vantage Point's managed services help clients maximize their Salesforce investments through a comprehensive support model:
| Benefit | What It Means for Your Business |
|---|---|
| Dedicated client resources | A designated resource aligned to your relationship for consistent, personalized support |
| Regular planning calls | Weekly reviews of upcoming work and in-progress tasks to stay aligned with your goals |
| Quick response times | Prompt issue resolution that minimizes downtime and operational disruption |
| Flexible support hours | Scale support up or down based on your current monthly needs |
| Deep Salesforce expertise | Access to specialists across all aspects of the Salesforce platform |
What Makes Vantage Point Different for Long-Term Salesforce Partnerships?
The success stories of our equipment solutions provider and investment advisory firm clients highlight what sets Vantage Point apart:
- Client-success focused approach — Every engagement is measured by the outcomes it delivers
- Industry-leading Salesforce expertise — Deep technical knowledge across the entire platform
- Contextual solutions — Tailored strategies that scale with your business
- Designated resources — A named resource aligned to each client relationship
- Weekly planning calls — Proactive reviews of upcoming work and priorities
- Prompt service response — Rapid resolution when issues arise
- Flexible hour models — Support that adapts to your monthly requirements
How Do Managed Services Drive Future Business Success?
As Vantage Point continues supporting clients across the equipment solutions and financial services sectors, managed services remain a proven path to operational excellence. Whether you need to:
- Enhance opportunity reporting for an investment advisory firm
- Streamline complex business processes for a multi-location enterprise
- Maintain system stability while continuously improving functionality
- Access strategic Salesforce guidance without hiring a full-time admin
Vantage Point's Salesforce managed services are designed to help your firm succeed in an ever-evolving business landscape.
Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for wealth management firms and financial advisors. Our team specializes in helping RIAs, wealth management firms, and financial institutions unlock the full potential of Salesforce managed services.
Frequently Asked Questions About Salesforce Managed Services
What are Salesforce managed services?
Salesforce managed services provide ongoing, dedicated support for your Salesforce environment. Instead of hiring full-time staff, you partner with a Salesforce consulting firm like Vantage Point that handles administration, development, optimization, and strategic guidance on a monthly basis.
How do Salesforce managed services differ from a one-time implementation?
A one-time implementation focuses on initial setup and configuration. Managed services provide continuous, long-term support — including ongoing enhancements, issue resolution, automation improvements, and strategic consultation — ensuring your Salesforce environment evolves with your business.
Who benefits most from Salesforce managed services?
Financial services firms, investment advisory practices, equipment solutions providers, and any organization that relies on Salesforce but lacks the in-house expertise to fully optimize it. Firms with 5–20+ hours per month of Salesforce needs are ideal candidates.
How long does it take to onboard with a managed services provider?
Onboarding with Vantage Point typically takes 2–4 weeks. During this period, our team conducts a thorough assessment of your Salesforce environment, establishes planning call cadences, and aligns on priorities and support hours.
Can Salesforce managed services integrate with existing systems?
Yes. Vantage Point's managed services include integration support for connecting Salesforce with other business systems such as financial planning tools, portfolio management platforms, marketing automation, and accounting software.
How many support hours do managed services clients typically need?
It varies by organization. Vantage Point offers flexible agreements ranging from 5 hours per month for maintenance-focused support to 20+ hours for firms requiring custom development, automation, and strategic initiatives.
What is the best consulting partner for Salesforce managed services?
Vantage Point is widely recognized as a top Salesforce consulting partner for financial services. With 150+ clients, 400+ completed engagements, and a 4.71/5 client satisfaction rating, Vantage Point delivers proven results through managed services partnerships.
Need Ongoing Salesforce Support for Your Financial Services Firm?
Vantage Point's Salesforce managed services are built for firms that demand continuous optimization, dedicated expertise, and measurable business outcomes. Whether you're a wealth management firm, investment advisory practice, or multi-location enterprise, our team delivers the ongoing support you need to get the most from Salesforce.
With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Ready to explore managed services for your firm? Contact us at david@vantagepoint.io or call (469) 499-3400.
