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Client profile · Insurance

Insurance industry association

An insurance industry association that engaged Vantage Point for a business process review and a phased Salesforce implementation supporting member and regulatory workflows.

West Client since 2021 4 engagements

The challenge

Manual processes for member filings and regulatory reporting prompted a business process review ahead of a new CRM implementation.

What Vantage Point delivered

  • Conducted a business process review and built an implementation roadmap
  • Implemented Salesforce in phases with supporting change orders
  • Delivered a second implementation phase to extend the platform
  • Stood up a new Salesforce org for a follow-on initiative

Platforms

Salesforce

Services

Implementation

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