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Client profile · Healthcare & Health Services

Employee health benefits provider

A provider of supplemental health benefit programs for employers with hourly workforces. Vantage Point is moving the company from Salesforce to HubSpot.

Client since 2026 1 engagement

What Vantage Point delivered

  • Scoped a Salesforce-to-HubSpot migration
  • Migrating CRM data and processes from Salesforce to HubSpot
  • Implementing HubSpot across the company’s teams

Platforms

HubSpotSalesforce

Services

ImplementationMigration

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