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Client profile · Banking & Credit Unions

Credit union league serving member institutions

A credit union league that advocates for and supports member credit unions. Vantage Point delivered phase one of a Salesforce rollout covering sales, engagement, and marketing.

South Client since 2022 1 engagement

The challenge

Member-facing sales, engagement, and marketing activity needed a unified platform.

What Vantage Point delivered

  • Scoped and delivered Salesforce phase one for sales, engagement, and marketing
  • Laid the foundation for member-facing sales and marketing activity on Salesforce

Platforms

SalesforceSales CloudAccount Engagement (Pardot)

Services

Implementation

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