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Client profile · Wealth Management

Independent wealth management firm

An independent wealth management firm engaged Vantage Point to implement Salesforce and deliver training that got its team comfortable with the platform.

Texas Client since 2020 2 engagements

The challenge

The firm was new to Salesforce and needed both a working implementation and confident users.

What Vantage Point delivered

  • Implemented Salesforce across the firm
  • Delivered team-wide Salesforce training
  • Followed the rollout with a dedicated training engagement

Platforms

Salesforce

Services

ImplementationTraining

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