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Client profile · Asset Management

Institutional investment consulting and asset management firm

A large institutional investment consulting firm supported by Vantage Point through multi-year Salesforce managed services, retainer work, and an Agentforce proof of concept and rollout discovery.

West Client since 2023 4 engagements

The challenge

Wanted ongoing Salesforce administration and enhancement capacity beyond its internal team.

What Vantage Point delivered

  • Ran an Account Engagement audit covering marketing automation setup
  • Provided monthly Salesforce managed services, renewed annually since 2023
  • Delivered retainer-based professional services across multiple change orders
  • Supported an Agentforce proof of concept and rollout discovery

Platforms

SalesforceAccount Engagement (Pardot)Agentforce

Services

Managed servicesOptimizationAI agents

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