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Client profile · Professional Services

Regional accounting and tax firm

A regional accounting and tax firm. Vantage Point implemented Account Engagement (Pardot) for marketing automation and provides ongoing Salesforce support through a services retainer.

Washington Client since 2020 2 engagements

The challenge

The firm needed marketing automation running on its Salesforce platform.

What Vantage Point delivered

  • Implemented Account Engagement (Pardot) for marketing automation
  • Provided ongoing Salesforce support through a professional services retainer

Platforms

SalesforceAccount Engagement (Pardot)

Services

ImplementationMarketing automationManaged services

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