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Client profile · Wealth Management

Single family office managing private wealth

A single family office engaged Vantage Point for a Salesforce Sales Cloud quick start, then continued with a professional services retainer and change orders for ongoing support.

South Client since 2024 2 engagements

What Vantage Point delivered

  • Delivered a Salesforce Sales Cloud quick start implementation
  • Provided ongoing support through a professional services retainer
  • Extended scope through approved change orders during the year

Platforms

SalesforceSales Cloud

Services

ImplementationManaged services

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