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Client profile · Private Equity & VC

Lower middle market private equity firm

A private equity firm with in-house capital formation and investor relations functions; Vantage Point provides Salesforce managed services, marketing automation, and platform improvements.

Pennsylvania Client since 2022 4 engagements

The challenge

The firm needed dependable ongoing Salesforce support and had accumulated technical debt that affected its investor outreach and capital formation work.

What Vantage Point delivered

  • Provided ongoing Salesforce managed services
  • Delivered a professional services retainer for ad hoc requests
  • Scoped and delivered marketing automation for investor outreach
  • Executed a Salesforce technical debt elimination project

Platforms

Salesforce

Services

Managed servicesMarketing automationOptimization

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