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Client profile · Banking & Credit Unions

National financial asset acceptance company

A national acceptance company that purchases and services financial assets. Vantage Point led the discovery and design phase of a Salesforce implementation to define the target solution.

South Client since 2020 1 engagement

The challenge

The company needed a clear CRM blueprint before committing to a full platform build.

What Vantage Point delivered

  • Completed a discovery and design phase for a planned Salesforce rollout
  • Mapped business requirements and documented a proposed solution design

Platforms

Salesforce

Services

Implementation

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