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Client profile · Wealth Management

National retirement plan consulting firm

A national retirement plan consulting firm engages Vantage Point for ongoing Salesforce professional services under a retainer.

California Client since 2020 1 engagement

What Vantage Point delivered

  • Provided Salesforce professional services on a retainer basis
  • Supported the firm's Salesforce org on an ongoing basis

Platforms

Salesforce

Services

Managed services

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