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Client profile · Insurance

Regional insurance agency

A regional insurance agency engaged Vantage Point to implement Salesforce High Velocity Sales and optimize how its team manages and works leads.

Washington Client since 2020 2 engagements

The challenge

The agency needed a faster, more consistent way to handle and follow up on inbound leads.

What Vantage Point delivered

  • Implemented Salesforce High Velocity Sales for the sales team
  • Extended the rollout through a change order
  • Optimized lead management workflows in Salesforce

Platforms

SalesforceSales Cloud

Services

ImplementationOptimization

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