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Client profile · Banking & Credit Unions

Regional community bank with multi-state branches

A regional community bank serving business and retail customers across several states. Vantage Point supports its Salesforce platform on retainer and handles ongoing changes.

South Dakota Client since 2023 1 engagement

The challenge

Internal teams needed steady Salesforce administration and a reliable path for new requests as the bank's use of the platform grew.

What Vantage Point delivered

  • Provided ongoing Salesforce professional services under a retainer
  • Delivered a series of change orders for incremental platform work
  • Supported marketing and strategy stakeholders with CRM changes
  • Continued retainer support into a second year of engagement

Platforms

Salesforce

Services

Managed servicesOptimization

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