Skip to content

Client profile · Banking & Credit Unions

Community bank serving farm and business clients

A community bank serving agricultural, business and personal banking clients. Vantage Point implemented Pardot and Salesforce Shield, then provided ongoing professional services.

Midwest Client since 2020 4 engagements

The challenge

The bank needed marketing automation and stronger data security controls on its Salesforce platform.

What Vantage Point delivered

  • Implemented Pardot for marketing automation
  • Implemented Salesforce Shield for data security and field audit
  • Provided ongoing Salesforce professional services under a retainer

Platforms

SalesforceMarketing CloudAccount Engagement (Pardot)

Services

ImplementationMarketing automationManaged services

Similar clients

Quiet community bank branch interior with wooden counter and morning light Community bank

Community bank serving a regional market

Nebraska · Since 2020 Community bank lobby with marble counter and daylight through tall windows Community bank

Community savings and loan association

Washington · Since 2021 Small town bank branch exterior with brick facade in golden hour light Community bank

Community bank in the Mountain West

Wyoming · Since 2020 Community bank branch interior with a teller counter and soft daylight Community bank

Regional community bank with multi-state branches

South Dakota · Since 2023

We do not publish client names. Every profile on this page describes a real Vantage Point client, written from our CRM records with identifying details removed. Image is illustrative. Salesforce, HubSpot and other product names belong to their owners. Browse all clients →