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Client profile · Fintech

Wealth management technology provider

An advisor technology company worked with Vantage Point to migrate customer support from Zendesk to Salesforce Service Cloud across its support teams.

Midwest Client since 2023 1 engagement

The challenge

Support teams ran on Zendesk and needed to consolidate onto Service Cloud.

What Vantage Point delivered

  • Planned and executed a Zendesk to Service Cloud migration
  • Scoped migration work across multiple support teams
  • Delivered go-live and post-go-live support through change orders
  • Worked under a preferred partner agreement with expanded hours

Platforms

SalesforceService Cloud

Services

Migration

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