Skip to content

Client profile · Real Estate

Real estate investment manager

A real estate investment management firm that partnered with Vantage Point for a Salesforce implementation followed by a professional services retainer.

California Client since 2020 2 engagements

What Vantage Point delivered

  • Delivered a full Salesforce implementation
  • Provided ongoing support through a professional services retainer
  • Closed out the retainer with a final block of additional hours

Platforms

Salesforce

Services

ImplementationManaged services

Similar clients

Modern glass office campus plaza at dusk with reflecting pool Commercial real estate owner

Commercial real estate owner and operator

West · Since 2021 Desk with house keys, floor plans, and a laptop in a real estate technology office Real estate technology firm

Real estate technology firm connecting buyers and agents

South · Since 2020 Desk with property floor plans and a building model near a window with a skyline Real estate investment firm

Real estate investment firm

Illinois · Since 2024 Sunlit suburban residential street with single family homes Residential real estate brokerage

Residential real estate brokerage

West · Since 2021

We do not publish client names. Every profile on this page describes a real Vantage Point client, written from our CRM records with identifying details removed. Image is illustrative. Salesforce, HubSpot and other product names belong to their owners. Browse all clients →