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Client profile · Professional Services

Accounting and tax advisory firm

An accounting and tax services firm. Vantage Point implemented Salesforce and later supported the org through a professional services retainer.

California Client since 2021 2 engagements

What Vantage Point delivered

  • Implemented Salesforce for the firm's sales and client processes
  • Provided ongoing support through a professional services retainer

Platforms

Salesforce

Services

ImplementationManaged services

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