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Talk to a senior consultant, not a sales rep

Book 30 minutes or send us your situation. You'll speak with a senior consultant who knows your industry, and the person you meet is the person who would lead your project.

  1. Tell us where you are. Your platform, your team and what isn't working today.
  2. Get a clear recommendation. A fixed-scope package, a paid discovery phase or ongoing support, whichever fits.
  3. Decide in your own time. No sales pitch and no junior handoff.
  • Senior consultants only
  • 700+ engagements delivered
  • Reply within one business day

Prefer email or phone? david@vantagepoint.io or +1 (469) 499-3400

30 minutes with a senior consultant. Pick a time that suits you.

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Client reviews

Senior-led from the first call

What clients say after working with our consultants.

4.74/5 from 19 verified project reviews on Salesforce AgentExchangeRead them →
“No over sell, no wasting hours. delivered just what we needed on time and under budget.”
Verified customer, Financial Services
Verified review on Salesforce AgentExchange
“Very fun process! I was expecting tons of stress. It was pretty dang easy!”
Turner, J.
Review on the HubSpot Solutions Directory
“Their experience, knowledge, and communication set the bar high for any future technology partners we look to work with.”
Verified customer, Financial Services
Verified review on Salesforce AgentExchange

FAQ

Frequently asked questions

See all FAQs →
How does an engagement with Vantage Point start?

Most start with a free CRM assessment call. From there we recommend either a fixed-scope package, a paid discovery phase for larger or less defined projects, or ongoing support.

Do you work fixed-fee or time and materials?

Both. Well-defined projects are usually fixed-scope with clear deliverables. Larger or evolving work can run on time and materials, and ongoing support is offered as a block of hours, a retainer or managed services.

What is included in a statement of work?

Every SOW states what is in scope and out of scope, what you provide, our assumptions, the acceptance criteria for each deliverable, training scope, and an optional post-go-live support block.

Is the CRM assessment really free?

Yes. The initial assessment call is free and comes with no obligation. Deeper health checks with a scored report and roadmap are a paid engagement.

CRM health check →
Do you work with small firms?

Yes. We work with firms from a handful of users to large enterprises, and we scope work so smaller firms can start with a focused package and grow.

Do unused support hours roll over?

It depends on the model. Blocks of hours expire after a set period, while retainer hours can roll over within the term. Details are set out in your agreement.

CRM and AI consulting in 102 markets

One senior-only team, based in Dallas with a practice in Sofia. Each market page covers the local economy, the sectors that drive it and how we apply Salesforce, HubSpot and AI there.