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Client profile · Mortgage & Lending

Merchant finance company serving businesses

A merchant finance company that provides capital to businesses. Vantage Point implemented Salesforce, enhanced its customer community, and provides ongoing professional services.

Texas Client since 2020 4 engagements

The challenge

The firm needed a scalable Salesforce platform and a customer community to support its lending operations.

What Vantage Point delivered

  • Implemented Salesforce for lending operations
  • Built and enhanced a customer community portal
  • Provided ongoing Salesforce professional services retainer

Platforms

SalesforceExperience Cloud

Services

ImplementationOptimizationManaged services

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