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Client profile · Professional Services

Boutique mergers and acquisitions advisory firm

A boutique mergers and acquisitions advisory firm that engaged Vantage Point for a new Salesforce implementation.

Texas Client since 2020 1 engagement

What Vantage Point delivered

  • Implemented a new Salesforce org for the firm
  • Configured core CRM functionality to fit advisory workflows

Platforms

Salesforce

Services

Implementation

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