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Client profile · Fintech

Payments and fraud prevention platform

A payments technology company serving merchants. Vantage Point assessed its CRM setup and is working through the recommendations on a block of hours.

Client since 2026 1 engagement

The challenge

The CRM had grown without a clear structure, and the team wanted an outside assessment before deciding how far to rebuild.

What Vantage Point delivered

  • Ran a health check of the existing HubSpot portal
  • Proposed three ways to start, from quick fixes to a fuller rebuild
  • Delivering a CRM setup assessment across HubSpot and Salesforce on a block of hours

Platforms

HubSpotSalesforce

Services

Optimization

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