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Client profile · Professional Services

Regional accounting and wealth advisory firm

A regional accounting and wealth advisory firm with offices across the Midwest. Vantage Point implemented Salesforce for the practice and continues to support the org under a retainer.

Midwest Client since 2019 2 engagements

What Vantage Point delivered

  • Implemented Salesforce for a multi-office accounting and advisory practice
  • Delivered a change order that expanded the initial implementation scope
  • Provided ongoing Salesforce support and administration under a retainer

Platforms

Salesforce

Services

ImplementationManaged services

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