The firms we've worked with

Fee-only RIA

Fee-only registered investment adviser

Midwest · Since 2019 · 16 engagements

A fee-only RIA that worked with Vantage Point over several years to migrate from a legacy practice management system to Salesforce, integrate planning…

Salesforce Retirement and wealth advisory

National retirement and wealth advisory firm

Midwest · Since 2020 · 13 engagements

A retirement and wealth advisory firm that consolidated advisor teams onto Salesforce Financial Services Cloud, with Vantage Point delivering migratio…

SalesforceFinancial Services Cloud Wealth management RIA

Wealth management firm serving high net worth families

California · Since 2021 · 4 engagements

A wealth management RIA serving high net worth families. Vantage Point supports its Salesforce org through staff augmentation, managed services, and a…

Salesforce Wealth management firm

Wealth management firm serving individuals and families

Northeast · Since 2020 · 4 engagements

A wealth management firm serving individuals and families from multiple US offices. Vantage Point migrated data to Salesforce, moved the firm to Light…

Salesforce Investment advisory firm

Independent investment advisory firm

Texas · Since 2019 · 4 engagements

An independent investment advisory firm. Vantage Point implemented Salesforce, set up Account Engagement for marketing, and provides ongoing managed s…

SalesforceAccount Engagement (Pardot) Fee-only RIA

Fee-only registered investment advisory firm

Texas · Since 2019 · 4 engagements

A fee-only registered investment advisory firm serving individual clients. Vantage Point migrated data from a legacy CRM to Salesforce, ran a health c…

SalesforceFinancial Services Cloud Wealth advisory practice

Independent financial planning practice

South · Since 2019 · 4 engagements

A solo financial planning practice serving individual clients. Vantage Point integrated Salesforce with its website, optimized its community, and set …

SalesforceExperience CloudAccount Engagement (Pardot) Wealth management firm

Wealth management firm serving families

Illinois · Since 2024 · 3 engagements

An independent wealth management firm serving family clients. Vantage Point provides ongoing Salesforce managed services along with platform optimizat…

SalesforceService Cloud Independent wealth manager

Independent fiduciary wealth management firm

Texas · Since 2019 · 3 engagements

An independent fiduciary wealth management firm. Vantage Point migrated its Salesforce org to Lightning, upgraded Financial Services Cloud, built inte…

SalesforceFinancial Services Cloud Fee-only RIA

Fee-only RIA serving high net worth families

California · Since 2020 · 3 engagements

A fee-only registered investment advisor focused on investment management, tax and estate planning. Vantage Point built its Salesforce instance and co…

SalesforceSales Cloud Wealth management firm

Small wealth management firm

South · Since 2020 · 3 engagements

A small wealth management firm engaged Vantage Point for a business process review, ongoing managed services, and a Financial Services Cloud re-implem…

SalesforceFinancial Services Cloud Wealth management firm

Wealth management firm on broker-dealer network

South · Since 2019 · 3 engagements

A wealth management firm that moved from a broker-dealer CRM to Salesforce Financial Services Cloud. Vantage Point implemented FSC, migrated data, int…

SalesforceFinancial Services Cloud Fee-only RIA

Fee-only RIA serving individuals and families

Texas · Since 2019 · 3 engagements

A fee-only registered investment advisor serving individuals, families, and business owners. Vantage Point implemented Financial Services Cloud and bu…

SalesforceFinancial Services Cloud Wealth management firm

Boutique wealth management firm

Illinois · Since 2019 · 3 engagements

A boutique wealth management firm moved from a legacy advisor CRM to Salesforce and continues to rely on Vantage Point for managed services and ongoin…

Salesforce International broker-dealer

Brokerage serving international investors

South · Since 2019 · 3 engagements

A brokerage firm serving international private investors and institutions. Vantage Point enhanced standing instruction workflows in Salesforce and del…

Salesforce Wealth and trust firm

Boutique wealth management and trust firm

North Carolina · Since 2021 · 2 engagements

A boutique fiduciary firm handling wealth management and trust administration for individual clients. Vantage Point implemented Salesforce and provide…

Salesforce Retirement plan services firm

Retirement plan services provider

California · Since 2023 · 2 engagements

A retirement plan services firm that engaged Vantage Point for a Salesforce org audit and continues to rely on a professional services retainer for on…

Salesforce Fee-only RIA

Fee-only RIA serving high-net-worth families

New York · Since 2021 · 2 engagements

A small wealth management firm serving high-net-worth families and professional services firms. Vantage Point migrated its Salesforce org and provides…

Salesforce Single family office

Single family office managing private wealth

South · Since 2024 · 2 engagements

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

SalesforceSales Cloud Wealth management firm

Independent wealth management partnership

South · Since 2023 · 2 engagements

An independent wealth management partnership worked with Vantage Point to launch a new Salesforce org, from discovery through build, testing, training…

Salesforce Comprehensive wealth management firm

Comprehensive wealth management and tax planning firm

Colorado · Since 2021 · 2 engagements

A comprehensive wealth management firm offering financial planning, investment, tax, and estate services. Vantage Point implemented Salesforce schedul…

Salesforce Wealth management firm

Wealth management and financial planning firm

Maryland · Since 2020 · 2 engagements

A wealth management and financial planning firm. Vantage Point implemented Salesforce and provides ongoing professional services support.

Salesforce Wealth management firm

Boutique wealth management firm

California · Since 2020 · 2 engagements

A small wealth management firm. Vantage Point implemented Salesforce and a Salesforce Communities portal to support client engagement.

SalesforceExperience Cloud Boutique wealth manager

Boutique wealth management firm serving private clients

Texas · Since 2019 · 2 engagements

A boutique wealth management firm serving private clients. Vantage Point optimized its Salesforce org and provides ongoing support through a professio…

Salesforce Wealth management firm

Boutique wealth management firm

South · Since 2020 · 2 engagements

A small wealth management firm. Vantage Point delivered a Salesforce implementation to support its advisory operations.

Salesforce Advisor support platform

Turnkey support platform for independent advisors

West · Since 2019 · 2 engagements

A firm that provides tools, education, and operational support to independent advisors forming or running RIAs. Vantage Point implemented Salesforce a…

Salesforce Wealth management firm

Independent wealth management firm

Tennessee · Since 2020 · 2 engagements

Independent wealth management firm that implemented Salesforce with Vantage Point and continues the engagement through a professional services retaine…

Salesforce Fee-only RIA

Fee-only RIA serving physicians

Oregon · Since 2020 · 2 engagements

A fee-only RIA serving physicians and their families with financial planning. Vantage Point provides ongoing Salesforce optimization and support under…

Salesforce Wealth management firm

Independent wealth management firm

Texas · Since 2020 · 2 engagements

An independent wealth management firm engaged Vantage Point to implement Salesforce and deliver training that got its team comfortable with the platfo…

Salesforce Independent wealth advisory firm

Independent wealth advisory firm

South Carolina · Since 2019 · 2 engagements

An independent wealth advisory firm that engaged Vantage Point for a business process review and Salesforce org assessment, followed by optimization w…

Salesforce Independent advisory and brokerage firm

Independent advisory and brokerage wealth management firm

Texas · Since 2019 · 2 engagements

An independent wealth management practice offering advisory and brokerage services. Vantage Point implemented Salesforce and provides ongoing support …

Salesforce Boutique wealth manager

Boutique wealth management and investment advisory firm

Texas · Since 2019 · 2 engagements

A boutique wealth management and investment advisory firm. Vantage Point aligned business processes, built a Salesforce roadmap, and delivered a Phase…

Salesforce Independent RIA

Independent wealth management firm

Massachusetts · Since 2019 · 2 engagements

A small independent wealth management firm offering financial planning and investment management. Vantage Point ran a discovery and delivered Financia…

SalesforceFinancial Services Cloud Wealth management firm

Independent wealth management firm

Since 2026

A wealth management firm; Vantage Point scoped a fixed-fee HubSpot implementation covering a marketing foundation and a website build on Content Hub.

HubSpotMarketing Hub Wealth management practice

Two-advisor wealth management practice

Midwest · Since 2026

Two-advisor wealth management practice running on Salesforce Financial Services Cloud; Vantage Point provides ongoing support hours and Claude enablem…

SalesforceFinancial Services CloudClaude Investment management firm

Independent investment management firm

Virginia · Since 2026

An independent investment management firm engaged Vantage Point to remediate Activity Insights and Apex Rollup fields so last email, call, and meeting…

Salesforce Wealth management RIA

Independent wealth management advisory firm

Since 2026

An independent wealth management advisory firm moving its client data from Wealthbox to Salesforce Financial Services Cloud, with Vantage Point leadin…

SalesforceFinancial Services Cloud Independent RIA

Large independent wealth management RIA

Missouri · Since 2026

A large independent wealth management firm. Vantage Point is migrating years of client history from Redtail CRM to Salesforce Financial Services Cloud…

SalesforceFinancial Services Cloud Wealth management firm

Wealth management firm optimizing Salesforce FSC

Since 2024

A wealth management firm that uses Salesforce Financial Services Cloud. Vantage Point provides ongoing optimization and support for its FSC instance.

SalesforceFinancial Services Cloud Independent advisor network

National network of independent financial advisors

West · Since 2023

A national network of independent financial advisors and broker-dealers. Vantage Point implemented Salesforce Marketing Cloud and configured distribut…

SalesforceMarketing CloudSales Cloud Wealth advisory firm

Wealth advisory firm serving individual clients

California · Since 2023

A small wealth advisory firm. Vantage Point integrated Salesforce with Orion to connect portfolio data and client records.

Salesforce Wealth management firm

Independent wealth management firm

Colorado · Since 2023

An independent wealth management firm. Vantage Point provides ongoing Salesforce professional services through a retainer engagement.

Salesforce Independent wealth advisory

Independent wealth and retirement advisory

Florida · Since 2022

A small independent wealth advisory offering retirement and insurance solutions engaged Vantage Point for a scoped Salesforce optimization project.

Salesforce Independent RIA

Independent registered investment advisor

Midwest · Since 2021

An independent registered investment advisor. Vantage Point optimized its Account Engagement (Pardot) setup to strengthen marketing automation on the …

SalesforceAccount Engagement (Pardot) Wealth management firm

Wealth management firm

Indiana · Since 2021

A small wealth management firm. Vantage Point provides ongoing Salesforce professional services on retainer.

Salesforce Investment advisory firm

Independent investment advisory firm

Virginia · Since 2021

An independent investment advisory firm works with Vantage Point on a Salesforce professional services retainer covering ongoing support and enhanceme…

Salesforce Retirement planning firm

National retirement planning and investment firm

West · Since 2021

A national retirement planning firm serving employers, associations, and membership organizations; Vantage Point scoped a Salesforce Sales Cloud quick…

SalesforceSales Cloud Registered investment advisor

Registered investment advisor serving individual investors

Ohio · Since 2021

A registered investment advisor serving individual investors. Vantage Point provides ongoing Salesforce professional services for the firm on a retain…

Salesforce Fee-only RIA

Fee-only RIA serving professionals and families

North Carolina · Since 2021

A fee-only financial advisory firm that engaged Vantage Point through a Salesforce professional services retainer for ongoing support.

Salesforce Investment advisory firm

Boutique investment advisory firm

Louisiana · Since 2020

A small investment advisory firm. Vantage Point reviewed and optimized the firm's existing Salesforce org so it fit the advisory workflow more closely…

Salesforce Wealth advisory firm

Independent wealth advisory firm

South · Since 2020

An independent wealth advisory firm. Vantage Point completed a Salesforce optimization to improve how the team manages client relationships.

Salesforce Investment broker-dealer

Full-service investment broker-dealer

Tennessee · Since 2020

A full-service investment broker-dealer serving individual and institutional investors. Vantage Point implemented Salesforce.

Salesforce Fee-only RIA

Fee-only RIA for individuals and families

California · Since 2020

A small fee-only registered investment advisor serving individual clients. Vantage Point implemented Salesforce to give the firm a single system for c…

Salesforce Wealth management firm

Boutique wealth management firm

Massachusetts · Since 2020

A boutique wealth management firm serving individual investors. Vantage Point upgraded its Salesforce Financial Services Cloud environment and support…

SalesforceFinancial Services Cloud Independent wealth advisor

Independent wealth management firm

Texas · Since 2020

An independent wealth management firm; Vantage Point optimized its Salesforce org and configured High Velocity Sales to support its sales process.

SalesforceSales Cloud Boutique investment firm

Boutique private investment firm

Texas · Since 2020

A boutique investment firm; Vantage Point implemented Salesforce for the firm and extended the build through follow-on change orders.

Salesforce Retirement plan consulting firm

National retirement plan consulting firm

California · Since 2020

A national retirement plan consulting firm engages Vantage Point for ongoing Salesforce professional services under a retainer.

Salesforce Family office

Family office

South · Since 2020

A family office consolidated its client records by migrating data from a legacy advisor CRM into Salesforce with Vantage Point.

Salesforce Wealth management firm

Independent wealth management firm

Oregon · Since 2020

An independent wealth management firm. Vantage Point led a discovery engagement to scope a Salesforce implementation for the firm's advisory business.

Salesforce Fee-only RIA

Fee-only financial planning firm

Alabama · Since 2020

A fee-only financial planning and advisory firm that engaged Vantage Point for a Salesforce implementation to support advisor and client relationship …

Salesforce Independent wealth manager

Independent wealth management and financial planning firm

Arizona · Since 2020

An independent wealth management and financial planning firm. Vantage Point scoped and built a prospect scheduling solution for meetings with prospect…

Fee-only RIA

Fee-only RIA serving individual clients

Texas · Since 2019

A fee-only registered investment advisor brought in Vantage Point to implement Salesforce for its advisory practice.

Salesforce Family office

Multi-family office and wealth advisory firm

Florida · Since 2019

A family office and wealth advisory firm providing asset management and financial planning to individuals and businesses. Vantage Point integrated its…

SalesforceFinancial Services Cloud Wealth advisory firm

Independent wealth advisory firm

Maryland · Since 2019

An independent wealth advisory firm that builds diversified portfolios for individual clients. Vantage Point implemented Salesforce Sales Cloud to sup…

SalesforceSales Cloud Wealth management firm

Wealth management firm serving business owners

Texas · Since 2019

An integrated wealth management firm serving business owners and individual investors. Vantage Point delivered a Salesforce implementation for the org…

Salesforce Wealth management firm

Boutique wealth management firm

Colorado · Since 2019

A boutique wealth management firm. Vantage Point implemented Salesforce for its advisory team.

Salesforce Multi-family office

Multi-family office and advisory firm

Massachusetts · Since 2019

A multi-family office serving high net worth clients. Vantage Point supported the firm with recruiting and day to day operations work.

Fee-only RIA

Fee-only fiduciary wealth management firm

Texas · Since 2019

A fee-only fiduciary financial planning and investment advisory firm. Vantage Point upgraded its Financial Services Cloud deployment and built integra…

SalesforceFinancial Services Cloud Wealth management firm

Boutique wealth management firm

South · Since 2019

A boutique wealth management firm engaged Vantage Point to implement Salesforce Financial Services Cloud for its small advisory team.

SalesforceFinancial Services Cloud Wealth management firm

Wealth management firm serving families and organizations

Arizona · Since 2019

A wealth management firm advising individuals, families, and organizations; Vantage Point implemented Salesforce for the firm.

Salesforce

Proprietary trading firm

Proprietary trading and asset management firm

Midwest · Since 2020 · 15 engagements

A proprietary trading and asset management firm. Vantage Point provides ongoing Salesforce staff augmentation and managed services, including rebuildi…

Salesforce Institutional asset manager

Institutional value equity asset manager

California · Since 2022 · 7 engagements

An institutional asset manager with global equity and fixed income mandates relies on Vantage Point for Salesforce managed services, security work, an…

Salesforce Institutional asset manager

Institutional investment management firm

Texas · Since 2023 · 5 engagements

An institutional investment management firm; Vantage Point implemented Salesforce and provides ongoing managed services under annual agreements.

Salesforce Digital asset manager

Digital asset management firm

Since 2024 · 5 engagements

A digital asset management firm. Vantage Point provides ongoing Salesforce org optimization and managed services, including territory mapping work.

Salesforce Diversified financial services group

Diversified financial services group

West · Since 2022 · 5 engagements

A large diversified financial services organization that relies on Vantage Point for ongoing Salesforce managed services, including monthly administra…

Salesforce Institutional investment consultant

Institutional investment consulting and asset management firm

West · Since 2023 · 4 engagements

A large institutional investment consulting firm supported by Vantage Point through multi-year Salesforce managed services, retainer work, and an Agen…

SalesforceAccount Engagement (Pardot)Agentforce Fixed income asset manager

Fixed income asset manager

South · Since 2019 · 3 engagements

An asset manager with impact oriented fixed income strategies. Vantage Point implemented Sales Cloud and integrated Box for document management.

SalesforceSales Cloud Asset management firm

Asset manager with expense system integration

Since 2024

An asset management firm. Vantage Point integrated Concur with internal systems and added client approval workflows.

Investment bank

Investment bank and capital markets advisor

Since 2024

An investment bank. Vantage Point delivered a Financial Services Cloud and CRM Analytics engagement for the firm.

SalesforceFinancial Services CloudTableau Mineral rights investment firm

Mineral and royalty interests investor

Texas · Since 2021

A firm that acquires oil and gas mineral and royalty interests relies on Vantage Point for ongoing Salesforce professional services on retainer.

Salesforce Investment management firm

Investment management firm for professionals

Arkansas · Since 2020

An investment management firm. Vantage Point provides ongoing Salesforce professional services under a retainer.

Salesforce Asset management firm

Independent asset management firm

South · Since 2019

An independent asset management firm; Vantage Point improved the workflows supporting its compliance manual and related compliance operations.

Boutique investment firm

Boutique investment management firm

South · Since 2019

A boutique investment firm; Vantage Point delivered a new Salesforce implementation, giving the small team a CRM foundation for managing relationships…

Salesforce Fund distribution firm

Boutique mutual fund distribution firm

South · Since 2019

A boutique mutual fund distribution firm partnered with Vantage Point to implement Salesforce Sales Cloud and Pardot for sales tracking and marketing …

SalesforceSales CloudAccount Engagement (Pardot) Investment consultancy

Independent investment consultancy

Texas · Since 2019

An independent investment consultancy; Vantage Point completed a Salesforce implementation for the firm.

Salesforce

Private equity firm

Lower middle market private equity firm

Pennsylvania · Since 2022 · 4 engagements

A private equity firm with in-house capital formation and investor relations functions; Vantage Point provides Salesforce managed services, marketing …

Salesforce Private equity firm

Mid-market private equity investment firm

South · Since 2019 · 3 engagements

A private equity investment firm that manages capital across portfolio companies. Vantage Point assessed and migrated its Salesforce org from Enterpri…

SalesforceSales Cloud Venture capital firm

Venture capital firm with managed Salesforce support

Florida · Since 2024

A venture capital firm. Vantage Point provides ongoing Salesforce optimization and administration through a managed services agreement.

Salesforce Private equity firm

Middle-market private equity firm

Texas · Since 2023

A private equity firm that engaged Vantage Point through a Salesforce professional services retainer for ongoing support and enhancements.

Salesforce Venture capital firm

Early-stage venture capital firm

Texas · Since 2019

A small venture capital firm had Vantage Point set up and configure Salesforce Inbox and MapAnything for its investment team.

Salesforce

Community bank

Community bank serving a regional market

Nebraska · Since 2020 · 4 engagements

A community bank serving a regional market. Vantage Point implemented Salesforce, returned years later to optimize the org, and provides ongoing suppo…

Salesforce Community bank

Community bank serving farm and business clients

Midwest · Since 2020 · 4 engagements

A community bank serving agricultural, business and personal banking clients. Vantage Point implemented Pardot and Salesforce Shield, then provided on…

SalesforceMarketing CloudAccount Engagement (Pardot) Community bank

Community savings and loan association

Washington · Since 2021 · 3 engagements

A community savings and loan association serving its local market. Vantage Point delivered a two phase Salesforce implementation and provides ongoing …

Salesforce Community bank

Community bank in the Mountain West

Wyoming · Since 2020 · 3 engagements

A community bank serving local businesses and consumers. Vantage Point implemented Salesforce for its banking teams and continues to support the platf…

Salesforce Community bank

Regional community bank with multi-state branches

South Dakota · Since 2023

A regional community bank serving business and retail customers across several states. Vantage Point supports its Salesforce platform on retainer and …

Salesforce Community bank

Regional community bank

South Carolina · Since 2023

A community bank. Vantage Point delivered a Salesforce Work.com quick start covering employee service and productivity.

Salesforce Credit union league

Credit union league serving member institutions

South · Since 2022

A credit union league that advocates for and supports member credit unions. Vantage Point delivered phase one of a Salesforce rollout covering sales, …

SalesforceSales CloudAccount Engagement (Pardot) National acceptance company

National financial asset acceptance company

South · Since 2020

A national acceptance company that purchases and services financial assets. Vantage Point led the discovery and design phase of a Salesforce implement…

Salesforce

Independent insurance brokerage

Regional insurance brokerage and agency

Iowa · Since 2021 · 9 engagements

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

Salesforce Independent insurance agency

Independent risk and insurance advisory agency

Texas · Since 2019 · 7 engagements

An independent insurance agency providing risk and insurance advisory services to businesses. Vantage Point implemented and enhanced Salesforce and Pa…

SalesforceSales CloudMarketing Cloud Independent insurance agency

Regional independent insurance agency

Wisconsin · Since 2024 · 6 engagements

A regional independent insurance agency serving commercial and personal lines clients. Vantage Point provides ongoing Salesforce managed services, inc…

Salesforce Life insurance carrier

Direct-to-consumer life insurance carrier

Washington · Since 2021 · 6 engagements

A direct-to-consumer life insurance provider that helps customers buy coverage online. Vantage Point delivered multi-phase Salesforce implementations …

SalesforceSales Cloud Insurance industry association

Insurance industry association

West · Since 2021 · 4 engagements

An insurance industry association that engaged Vantage Point for a business process review and a phased Salesforce implementation supporting member an…

Salesforce Insurance marketing organization

National insurance marketing organization

South · Since 2022 · 3 engagements

A national insurance marketing organization and carrier. Vantage Point implemented Salesforce for its employee benefits division and provided ongoing …

Salesforce Supplemental insurance carrier

National supplemental insurance carrier

South · Since 2020 · 3 engagements

A national supplemental insurance carrier; Vantage Point implemented Salesforce, delivered later optimization work, and ran discovery for an affiliate…

Salesforce Insurance carrier

Insurance carrier serving policyholders

Texas · Since 2020 · 2 engagements

An insurance carrier. Vantage Point implemented Salesforce and provides ongoing professional services support.

Salesforce Wholesale insurance broker

Wholesale insurance broker

Texas · Since 2019 · 2 engagements

A wholesale insurance broker that works through independent agents. Vantage Point implemented Salesforce Sales Cloud and Account Engagement (Pardot) a…

SalesforceSales CloudMarketing Cloud Warranty insurance provider

Automotive warranty and insurance provider

South · Since 2019 · 2 engagements

A specialty provider of vehicle service contracts and related insurance products sold through dealer and agent channels. Vantage Point implemented Sal…

Salesforce Warranty and insurance provider

Vehicle warranty and insurance provider

Outside the US · Since 2020 · 2 engagements

A warranty and insurance provider. Vantage Point delivered a Salesforce implementation along with follow-on change orders.

Salesforce Regional insurance agency

Regional insurance agency

Washington · Since 2020 · 2 engagements

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

SalesforceSales Cloud Insurance services provider

Insurance services provider

Since 2026

An insurance services provider engaged Vantage Point for a Salesforce quick start implementation, giving the team a working foundation on the platform…

Salesforce Life insurance carrier

Life insurer and annuity carrier

Iowa · Since 2023

A life insurance and annuity carrier that engaged Vantage Point to review its Financial Services Cloud org and scope an upgrade. The assessment ran th…

SalesforceFinancial Services Cloud Insurance distribution platform

Insurance product marketplace for financial advisors

Kentucky · Since 2021

An insurance marketplace serving financial advisors. Vantage Point conducted a business process review of the firm's operations.

Insurance and benefits agency

National insurance and benefits agency

Since 2021

A large insurance agency providing risk management and employee benefits. Vantage Point implemented Salesforce to support its operations.

Salesforce Insurance agency

Regional insurance agency

Nevada · Since 2020

A regional insurance agency worked with Vantage Point on a Salesforce optimization engagement to improve how its team used the platform.

Salesforce Medicare insurance agency

Medicare-focused insurance agency

Utah · Since 2020

A Medicare insurance agency engaged Vantage Point for Salesforce optimization work and a follow-on change order to refine the setup.

Salesforce Insurance risk consultancy

Captive insurance risk consultancy

South · Since 2020

An insurance consultancy specializing in captive risk management. Vantage Point implemented Salesforce for its operations.

Salesforce Insurance holding company

Insurance holding and acquisition group

Northeast · Since 2020

An insurance group that acquires and manages insurance businesses and portfolios. Vantage Point implemented Salesforce for its US operations team.

SalesforceSales Cloud Independent insurance agency

Regional property and casualty agency

New York · Since 2020

A regional independent insurance agency. Vantage Point implemented Salesforce for its client service and policy teams.

Salesforce Independent insurance agency

Regional independent insurance agency

North Carolina · Since 2020

Regional independent insurance agency that implemented Salesforce with Vantage Point in 2020, including follow-on change order work to extend the orig…

Salesforce Independent insurance agency

Small independent insurance agency

Maryland · Since 2020

A small independent insurance agency that engaged Vantage Point to implement Salesforce as its system for managing client relationships and sales acti…

Salesforce Regional insurance carrier

Regional insurance carrier

Texas · Since 2019

A regional insurance carrier. Vantage Point implemented Salesforce and integrated it with existing systems.

Salesforce

Independent mortgage lender

Independent mortgage lender

West · Since 2021 · 5 engagements

A mortgage lender. Vantage Point built a fresh Financial Services Cloud org, set up Marketing Cloud including a short code, and provides ongoing suppo…

SalesforceFinancial Services CloudMarketing Cloud Merchant finance company

Merchant finance company serving businesses

Texas · Since 2020 · 4 engagements

A merchant finance company that provides capital to businesses. Vantage Point implemented Salesforce, enhanced its customer community, and provides on…

SalesforceExperience Cloud Residential mortgage lender

Cash-backed residential mortgage lender

South · Since 2019 · 3 engagements

A residential mortgage lender that lets buyers make cash-backed offers. Vantage Point implemented Salesforce, supported a lead marketplace integration…

Salesforce Mortgage lender

Technology-enabled mortgage lender

Colorado · Since 2020 · 2 engagements

A technology-enabled residential mortgage lender. Vantage Point implemented Salesforce and supports the platform through a retainer.

Salesforce Specialty lender

Specialty lender focused on secured mortgage debt

Since 2026

A small specialty lender. Vantage Point supports its HubSpot Marketing Hub with contact cleanup, landing pages, site tracking, and campaign execution …

HubSpotMarketing Hub Independent mortgage team

Independent residential mortgage team

Midwest · Since 2026

Independent mortgage lending team using a prepaid support retainer to deploy an Aircall AI voice agent for overflow and after-hours call handling, int…

SalesforceAircall Equipment finance lender

Equipment finance and small business lender

West · Since 2023

An equipment finance and small business lender; Vantage Point implemented a Salesforce dialer and High Velocity Sales to support outbound calling.

SalesforceSales Cloud Independent mortgage brokerage

Independent mortgage brokerage and home lender

California · Since 2023

A small independent mortgage and real estate brokerage. Vantage Point integrated its loan origination software with Salesforce Financial Services Clou…

SalesforceFinancial Services Cloud Consumer finance lender

Online consumer lender

West · Since 2021

An online consumer finance lender. Vantage Point implemented Service Cloud to support its customer service operations.

SalesforceService Cloud Consumer lending company

Consumer lender offering short-term cash

Since 2021

A consumer lender providing short-term cash solutions. Vantage Point provides ongoing Salesforce professional services support.

Salesforce Consumer finance lender

Consumer finance lender in the Midwest

Wisconsin · Since 2020

A consumer finance lender. Vantage Point delivered a Salesforce digital engagement implementation to support its customer outreach.

Salesforce Mortgage lender

Mortgage and consumer lending company

Texas · Since 2019

A mortgage and lending company. Vantage Point implemented Salesforce for its operations.

Salesforce

Debt settlement provider

National debt settlement provider

South · Since 2019 · 8 engagements

National debt settlement provider that brought customer service and settlements teams onto Salesforce, added Sales Cloud Einstein and digital engageme…

SalesforceSales CloudService Cloud Debt settlement company

Consumer debt settlement company

South · Since 2021 · 4 engagements

A consumer debt settlement company. Vantage Point supported phased Salesforce implementation, staff augmentation, and later remediation work on the or…

Salesforce Credit repair company

National credit repair services firm

New York · Since 2026 · 3 engagements

A national credit repair company engaged Vantage Point for a unified Salesforce platform implementation, with ongoing managed services to support and …

Salesforce Consumer credit services firm

Consumer credit repair firm

Georgia · Since 2020 · 2 engagements

A small consumer credit repair firm. Vantage Point implemented Salesforce and migrated recurring billing from Recurly to Chargent, with ongoing suppor…

Salesforce

Fintech company

Fintech company modernizing service operations

West · Since 2022 · 4 engagements

A fintech company. Vantage Point designed and implemented Salesforce Service Cloud, including Service Cloud Voice.

SalesforceService Cloud Advisor technology provider

Wealth management technology provider

Midwest · Since 2023

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

SalesforceService Cloud Blockchain infrastructure provider

Blockchain staking infrastructure provider

Since 2022

A staking and middleware provider building infrastructure for proof of stake networks. Vantage Point delivered a Salesforce implementation for the fir…

Salesforce Financial technology provider

Fintech platform for regulatory disclosure

North Carolina · Since 2020

A financial technology company serving public companies with disclosure and communications needs. Vantage Point provided Salesforce professional servi…

Salesforce Fintech trading platform

Fintech platform for automated trading tools

Texas · Since 2019

A fintech company offering tools for automated trading. Vantage Point configured Salesforce high velocity sales and Lightning Dialer for its sales tea…

SalesforceSales Cloud Merchant services fintech

Merchant services and payment processing fintech

Texas · Since 2019

A merchant services and payment processing fintech. Vantage Point cloned an existing Salesforce org to stand up a new environment for the business.

Salesforce Trading education platform

Online trading education platform

Texas · Since 2019

Online trading education company; Vantage Point built a custom Salesforce trigger to manage account contact roles.

Salesforce

Commercial real estate owner

Commercial real estate owner and operator

West · Since 2021 · 9 engagements

A commercial real estate owner and operator. Vantage Point implemented Salesforce and Marketing Cloud Account Engagement and supports the org on retai…

SalesforceAccount Engagement (Pardot) Real estate investment manager

Real estate investment manager

California · Since 2020 · 2 engagements

A real estate investment management firm that partnered with Vantage Point for a Salesforce implementation followed by a professional services retaine…

Salesforce Real estate technology firm

Real estate technology firm connecting buyers and agents

South · Since 2020 · 2 engagements

A real estate technology company that connects home buyers with local agents. Vantage Point implemented Salesforce and provided ongoing professional s…

Salesforce Real estate investment firm

Real estate investment firm

Illinois · Since 2024

A real estate investment firm engaged Vantage Point to optimize its existing Salesforce org, extending the work through a follow-on change order.

Salesforce Residential real estate brokerage

Residential real estate brokerage

West · Since 2021

A residential real estate brokerage. Vantage Point scoped and delivered a Salesforce Marketing Cloud implementation.

SalesforceMarketing Cloud Commercial bridge lender

Commercial real estate lender

Idaho · Since 2020

A national commercial real estate lender. Vantage Point built an XML template upload from Salesforce into the SBA E-Tran system.

Salesforce Title and escrow agency

Title and escrow services provider

Texas · Since 2020

A title and escrow company handling real estate closings. Vantage Point delivered a Salesforce Sales Cloud and Pardot quick start.

SalesforceSales CloudMarketing Cloud Real estate development firm

Residential real estate development firm

Texas · Since 2019

A residential real estate development firm that engaged Vantage Point to implement Salesforce for managing prospects and client relationships.

Salesforce

Veterinary hospital network

Veterinary hospital network

Midwest · Since 2020 · 4 engagements

A multi-location network of animal hospitals. Vantage Point implemented Salesforce in phases and provides ongoing managed services and optimization.

Salesforce Healthcare services provider

Healthcare services provider

New Jersey · Since 2020 · 3 engagements

A small healthcare services provider engaged Vantage Point to migrate its pipeline data from Pipedrive to Salesforce, handle custom data imports, and …

Salesforce Healthcare services provider

Healthcare services organization

Since 2026

A healthcare services company working with Vantage Point to optimize its HubSpot portal and activate unused Breeze AI credits, with ongoing monthly su…

HubSpotBreeze AI

Family office services firm

Family office accounting and reporting firm

Northeast · Since 2021 · 5 engagements

A firm providing bookkeeping, consolidated accounting and investment reporting for families of wealth. Vantage Point runs ongoing Salesforce managed s…

Salesforce Financial advisory consultancy

Consultancy for financial advisory firms

Maryland · Since 2020 · 3 engagements

A consultancy serving financial advisory firms. Vantage Point implemented Salesforce and provides ongoing optimization and retainer support.

Salesforce Accounting and tax firm

Accounting and tax advisory firm

California · Since 2021 · 2 engagements

An accounting and tax services firm. Vantage Point implemented Salesforce and later supported the org through a professional services retainer.

Salesforce Accounting and advisory firm

Regional accounting and wealth advisory firm

Midwest · Since 2019 · 2 engagements

A regional accounting and wealth advisory firm with offices across the Midwest. Vantage Point implemented Salesforce for the practice and continues to…

Salesforce Accounting and tax firm

Regional accounting and tax firm

Washington · Since 2020 · 2 engagements

A regional accounting and tax firm. Vantage Point implemented Account Engagement (Pardot) for marketing automation and provides ongoing Salesforce sup…

SalesforceAccount Engagement (Pardot) Payroll services firm

Payroll services firm building AI agents

Since 2026

A payroll services provider engaged Vantage Point for a Salesforce and AI advisory block covering an Agentforce MVP and a staged automation plan.

SalesforceAgentforceService Cloud Professional services firm

Mid-size professional services firm

Since 2026

A professional services firm. Vantage Point delivered Phase 1 of a HubSpot implementation, including website work and light HubSpot onboarding for the…

HubSpot Professional services firm

Boutique professional services firm

District Of Columbia · Since 2024

A founder-led professional services firm; Vantage Point provides ongoing Salesforce optimization through a monthly retainer with recurring change orde…

Salesforce M&A advisory firm

Boutique mergers and acquisitions advisory firm

Texas · Since 2020

A boutique mergers and acquisitions advisory firm that engaged Vantage Point for a new Salesforce implementation.

Salesforce Actuarial and benefits firm

Actuarial and benefits administration firm

California · Since 2020

An actuarial and employee benefits consulting firm. Vantage Point delivered a scoped Salesforce implementation for the firm.

Salesforce

Cannabis consumer products brand

Licensed cannabis products brand

Midwest · Since 2022 · 2 engagements

A licensed cannabis consumer products company. Vantage Point optimized its Salesforce org and provided managed services to support ongoing administrat…

Salesforce Lighting manufacturer

Decorative lighting manufacturer

Texas · Since 2020 · 2 engagements

A manufacturer of decorative lighting. Vantage Point implemented Salesforce and provides ongoing professional services through a retainer.

Salesforce Fire and life safety platform

Private-equity-backed fire and life safety platform

Midwest · Since 2026

A private-equity-backed platform acquiring fire and life safety companies nationwide. Vantage Point deployed HubSpot Sales Hub as the foundation for i…

HubSpotSales HubClaude Home remodeling company

Home remodeling and kitchen manufacturing company

Since 2026

Home remodeling and kitchen manufacturing company working through a prioritized HubSpot optimization block covering scheduling, lead capture, automati…

HubSpotMarketing HubSales Hub Construction contractor

Small commercial construction contractor

Ohio · Since 2026

Small construction contractor; Vantage Point delivered a custom-configured HubSpot Sales Hub quick start with pipelines, quoting, integrations, and an…

HubSpotSales HubBreeze AI Chemical manufacturer

Specialty chemical manufacturer

Texas · Since 2020

A specialty chemical manufacturer engaged Vantage Point to implement Salesforce for the organization.

Salesforce Industrial manufacturer

Small industrial manufacturer

Texas · Since 2020

A small US industrial manufacturer. Vantage Point implemented Salesforce to support the company's sales operations.

Salesforce