How One HubSpot Workflow Created 250K Marketing Contacts Overnight
A misconfigured HubSpot workflow turned 12,000 marketing contacts into a quarter-million overnight. See how to diagnose, reverse, and prevent the overage.
All case studies
Salesforce Scheduling Engine for a National Wealth Firm
See how a $90B national wealth management firm used Salesforce Experience Cloud for secure scheduling and 95% user adoption.
Salesforce Transformation for a Multi-Acquisition RIA
See how a $14B RIA rebuilt its Salesforce architecture to integrate 17+ acquisitions and boost retention.
Salesforce FSC Reimplementation for a $30B+ RIA
See how a $30B+ independent RIA reimplemented Salesforce Financial Services Cloud, hitting 95% user adoption within 90 days.
Salesforce Transformation for a $3.5B Private Equity Firm
A $3.5B private equity firm rebuilt its Salesforce architecture with Vantage Point, gaining real-time LP dashboards and automated commitment tracking.
Salesforce Platform Achieves 100% Adoption at Insurance Brokerage
An insurance brokerage replaced a failed CRM with Salesforce and hit 100% user adoption, using Vantage Point's phased rollout.
Salesforce Automates Commissions for a Call-Center Insurer
See how a call-center life insurance brokerage automated multi-tiered commissions with Salesforce, cutting close time in half.
RevOps Transformation: Unifying Salesforce and HubSpot
See how a digital asset investment firm unified Salesforce and HubSpot with lead scoring and closed-loop revenue attribution.
Salesforce FSC Wall-to-Wall Rollout for a $2.25B Community Bank
See how a community bank implementing Salesforce Financial Services Cloud cut manual data entry 93% with a wall-to-wall Salesforce and MuleSoft rollout.
Rescuing a Failed Salesforce Implementation at a Lender
A national mortgage lender's failed Salesforce FSC rollout was rescued, delivering a 5x ROI and faster loan production growth.
Salesforce Unifies 250-Employee Debt Resolution Firm in 90 Days
See how a national debt resolution firm unified 250+ employees and 12+ integrations onto Salesforce Sales and Service Cloud in just 90 days.
Salesforce Client Portal Transformation for Asset Manager
Discover how a global investment manager cut report build time 85% and revived 6,000 stale leads with a secure Salesforce Experience Cloud client portal.
About Case Studies
What does Case Studies cover?
Each case study describes a Vantage Point engagement: the starting problem, what we built in Salesforce or HubSpot, and the measured result, for wealth managers, insurers, banks, lenders and other regulated firms.
Who writes it?
Vantage Point’s senior Salesforce, HubSpot and AI consultants, led by founder and CEO David Cockrum. Articles are based on client work in wealth management, banking, insurance and other regulated industries, and are updated when platforms change.
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