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...
How Did Salesforce Lightning Scheduler Transform Tax Planning for a Wealth Management Firm?
Discover how a wealth management firm revolutionized tax planning scheduling with Salesforce Lightning Scheduler. See challenges,...
How Did a Trading Firm Unify 60 Businesses with Custom Salesforce Implementation?
Discover how Vantage Point unified 60+ trading businesses with custom Salesforce, SSO, Shield security, and Active Directory...
How Did This Insurance Agency Transform Operations with Salesforce Sales Cloud?
See how an insurance agency partnered with Vantage Point to implement Salesforce Sales Cloud, improving efficiency, scalability,...
What Are the New Slack Admin Features for April 2023? Updates, Security & Deprecations
Discover Slack's April 2023 admin updates: message forwarding, Canvas, Analytics API, new security requirements, and deprecation...
What is Salesforce Pardot? A Guide for Private Equity & Asset Management Firms
Discover how Salesforce Pardot helps private equity and asset management firms drive growth, automate fundraising, and nurture...
What Is Salesforce for Insurance Agents? 5 Ways It Transforms the Agent Desktop Experience
Learn how Salesforce transforms the insurance agent desktop experience with personalized engagement, workflow automation,...
How Does LeaseWave-Salesforce Integration Drive Business Growth?
Learn how LeaseWave-Salesforce integration using Mulesoft improves data visibility and customer experience. Expert implementation...
Should Financial Services Firms Buy Salesforce or Build Their Own CRM?
Compare buying Salesforce vs. building a homegrown CRM for financial services. Learn scalability, security & integration benefits....
What Is Metazoa? How to Simplify Salesforce Metadata Management Across Multiple Orgs
Learn how Metazoa simplifies Salesforce metadata management with deployment, version control, and governance tools. Master...