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Client profile · Mortgage & Lending

Equipment finance and small business lender

An equipment finance and small business lender; Vantage Point implemented a Salesforce dialer and High Velocity Sales to support outbound calling.

West Client since 2023 1 engagement

The challenge

The lender needed integrated dialing and sales cadence capabilities within Salesforce.

What Vantage Point delivered

  • Implemented a dialer integrated with Salesforce
  • Deployed High Velocity Sales for sales cadences and work queues

Platforms

SalesforceSales Cloud

Services

Implementation

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