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Client profile · Insurance

Wholesale insurance broker

A wholesale insurance broker that works through independent agents. Vantage Point implemented Salesforce Sales Cloud and Account Engagement (Pardot) and continues to enhance the setup.

Texas Client since 2019 2 engagements

The challenge

The broker needed a unified sales and marketing platform to manage agent relationships and campaigns.

What Vantage Point delivered

  • Implemented Salesforce Sales Cloud for broker management
  • Configured Pardot for marketing automation
  • Delivered change order enhancements for Sales Cloud and Pardot

Platforms

SalesforceSales CloudMarketing CloudAccount Engagement (Pardot)

Services

ImplementationMarketing automationOptimization

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