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Client profile · Asset Management

Diversified financial services group

A large diversified financial services organization that relies on Vantage Point for ongoing Salesforce managed services, including monthly administration, enhancements, and deployments.

West Client since 2022 5 engagements

The challenge

Support demand regularly exceeded the base monthly allocation, requiring frequent change orders for data model work and deployment completion.

What Vantage Point delivered

  • Delivered a 12-month managed services engagement at 60 hours per month
  • Handled change orders for data model work and deployment completion
  • Transitioned to a recurring monthly support agreement after the initial term
  • Provided ongoing administration and enhancement hours each month

Platforms

Salesforce

Services

Managed servicesOptimization

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