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Client profile · Healthcare & Health Services

Healthcare services provider

A small healthcare services provider engaged Vantage Point to migrate its pipeline data from Pipedrive to Salesforce, handle custom data imports, and train the team on the platform.

New Jersey Client since 2020 3 engagements

The challenge

The team ran its sales pipeline in Pipedrive and needed a clean move to Salesforce without losing data.

What Vantage Point delivered

  • Migrated pipeline and contact data from Pipedrive into Salesforce
  • Performed custom data imports under an ongoing retainer
  • Delivered Salesforce training with a follow-up change order

Platforms

Salesforce

Services

MigrationTrainingManaged services

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