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Client profile · Asset Management

Boutique mutual fund distribution firm

A boutique mutual fund distribution firm partnered with Vantage Point to implement Salesforce Sales Cloud and Pardot for sales tracking and marketing outreach.

South Client since 2019 1 engagement

What Vantage Point delivered

  • Implemented Salesforce Sales Cloud for sales and relationship management
  • Configured Pardot to support marketing outreach

Platforms

SalesforceSales CloudAccount Engagement (Pardot)

Services

ImplementationMarketing automation

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