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Client profile · Insurance

Regional insurance brokerage and agency

A regional insurance brokerage. Vantage Point delivers ongoing Salesforce managed services and has scoped new line-of-business and marketing automation initiatives.

Iowa Client since 2021 9 engagements

The challenge

The brokerage needed sustained administration and enhancement capacity for Salesforce while planning new capabilities across the business.

What Vantage Point delivered

  • Delivered ongoing Salesforce managed services under quarterly contracts
  • Provided committed monthly hours for administration and enhancements
  • Scoped a new line-of-business initiative through discovery
  • Evaluated Marketing Cloud and Account Engagement for marketing modernization

Platforms

Salesforce

Services

Managed services

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