Short answer
Vantage Point works with software and technology companies on Salesforce and HubSpot: pipeline and forecasting, product-led and sales-led handoffs, support on Service Cloud, and AI agents for SDR and support work. Our focus is companies that sell into financial services and other regulated industries, where buyers ask hard questions about data, audit and AI.
Where we help software companies
| Need | What we build |
|---|
| Pipeline you can forecast from | Sales Cloud or HubSpot stages, required fields and forecast categories that match how you actually sell, from trial to contract |
| Product-led and sales-led handoffs | Product usage signals in the CRM, lead routing to the right rep and an SDR agent for inbound and trial users |
| Customer support | Service Cloud or HubSpot Service Hub with case routing, knowledge, entitlements and a service agent for routine questions |
| Contact center and voice | Service Cloud Voice and Agentforce Voice for support lines, including the move off Open CTI |
| AI across your tools | Claude or ChatGPT connected to Salesforce or HubSpot through MCP, with permissions that follow the CRM |
| Clean data for AI | Data readiness: duplicates, account hierarchies and the fields your agents read |
Selling into regulated industries
If your customers are banks, insurers, wealth firms or health providers, their security and compliance teams will ask how your CRM and AI tools handle their data. We have spent years on the other side of that table, building CRMs for those buyers. We help you set up audit trails, permission models and AI controls you can explain in a security review, and we can speak your customers' language in a joint call.
What we can show you
MCP for a health technology company. We connected Claude to a health technology software company's Salesforce through the hosted MCP server, with per-user sign-in and read-only access that their IT team then locked down with permission sets.
Regulated buyers. 700+ CRM engagements for 175+ clients, most of them in financial services, so we know what your customers expect from a vendor.
Questions we get
Do you only work with financial services companies?
Most of our clients are in financial services and other regulated industries. We also work with software and technology companies, especially those that sell to those industries.
Salesforce or HubSpot for a software company?
It depends on deal complexity, team size and what your customers expect. Early-stage and product-led teams often start on HubSpot; companies with complex enterprise deals, partner channels or heavy support usually fit Salesforce. We work with both and recommend per situation.
Can you build an SDR agent for inbound and trial users?
Yes, on Agentforce or Breeze. We start with one lead source, set the qualification rules and the handoff to your reps, and measure meetings booked.
Updated October 4, 2026.
