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Client profile · Wealth Management

Independent registered investment advisor

An independent registered investment advisor. Vantage Point optimized its Account Engagement (Pardot) setup to strengthen marketing automation on the Salesforce platform.

Midwest Client since 2021 1 engagement

The challenge

Existing marketing automation configuration needed review and optimization.

What Vantage Point delivered

  • Reviewed and optimized the firm's Account Engagement (Pardot) configuration
  • Aligned marketing automation with Salesforce records and processes

Platforms

SalesforceAccount Engagement (Pardot)

Services

OptimizationMarketing automation

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