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Client profile · Professional Services

Boutique professional services firm

A founder-led professional services firm; Vantage Point provides ongoing Salesforce optimization through a monthly retainer with recurring change orders.

District Of Columbia Client since 2024 1 engagement

What Vantage Point delivered

  • Provided monthly Salesforce optimization hours under a retainer
  • Delivered recurring enhancements through approved change orders
  • Maintained and improved the firm's Salesforce org on an ongoing basis
  • Coordinated monthly scope with the firm's executive and finance contacts

Platforms

Salesforce

Services

OptimizationManaged services

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