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Services
Salesforce, HubSpot and AI services for regulated firms
Implementation, integration, automation, AI and ongoing support for financial services and other regulated industries. The senior consultants who scope your project deliver it, and most work starts as a fixed-scope package with a published price.
- Senior consultants only
- 700+ engagements delivered
- Salesforce, HubSpot, Claude and OpenAI partner networks
What we do
Nine services, one senior team
Pick the work you need now. Most clients combine two or three, and the same consultants carry the context from one to the next.
- BuildSalesforce implementation and advisoryFinancial Services Cloud, Sales Cloud and Service Cloud set up around how your firm works, with the permissions and audit trail your regulators expect.Salesforce implementation
- BuildCRM and marketing automationHubSpot and Salesforce marketing tools connected to your CRM, so campaigns, lead routing and client communications run from one record.CRM and marketing automation
- AIAI personalization and analyticsClaude, ChatGPT, Agentforce, Breeze and RecordIQ working inside Salesforce and HubSpot for more personal client service and better reporting.AI personalization
- ConnectSystem integration and data migrationConnect Salesforce or HubSpot to your custodial, core, ERP and marketing systems, and move legacy data with your sign-off at every stage.Integration and migration
- AutomateWorkflow automationReplace manual handoffs with Flows, HubSpot workflows and agents, built for the approval and audit requirements of regulated firms.Workflow automation
- ProtectCompliance and securityPermissions, field-level security, retention and supervision designed in from the start and mapped to the rules your firm answers to.Compliance and security
- PlanStrategic consultingCRM and AI roadmaps with costs and sequencing, written by the senior consultants who would deliver them.Strategic consulting
- PlanAdvisory and change managementArchitecture reviews, rollout planning and training that keep adoption high and disruption low.Advisory and change management
- RunManaged services and supportMonthly support from the same senior team: fixes, releases, health checks, user training and new requests.Managed services
By platform
Start from the platform you run
Each platform page covers the products we implement, how we connect them and what a typical engagement looks like.
- Salesforce partnerSalesforceFinancial Services Cloud, Sales Cloud, Service Cloud, Agentforce, Data Cloud, Experience Cloud and Marketing Cloud.Salesforce services
- HubSpot partnerHubSpotSales, Marketing, Service, Content, Operations and Commerce Hubs, plus Breeze AI, set up for regulated firms.HubSpot services
- AIAI servicesClaude, ChatGPT, Agentforce and Breeze connected to your CRM, with governance mapped to the rules you answer to.AI services
- IntegrationMuleSoftAPIs and integrations between Salesforce and your core, custodial, loan and policy systems, with monitoring built in.MuleSoft services
- EngagementBrazeCross-channel customer messaging connected to Salesforce, with consent and data flows your compliance team can review.Braze services
- ComparisonSalesforce or HubSpot?We implement both, so we can tell you which fits your firm, or how to run them together on one client record.Compare the platforms
Ways to start
Start with a clear scope and a known price
Every engagement begins with a senior consultant and a defined scope. Pick the starting point that fits where you are today.
- FreeCRM assessmentA senior consultant reviews your Salesforce or HubSpot org, flags compliance and adoption gaps, and tells you what to fix first.Book your assessment
- Published pricesPackages and pricing53 fixed-scope packages for Salesforce, HubSpot, MuleSoft, Braze and AI. Each one shows what is included, what is not and what it costs.Compare packages
- 9 acceleratorsAcceleratorsComplimentary discovery and proof-of-concept programs for Agentforce, Breeze and your data, plus RecordIQ, our AI component for Salesforce records.See accelerators
- 3 minutesAI readiness quizTen questions, an instant score across ten areas and the moves to make next. No email needed to see your results.Take the quiz
How migrations work
How do we control risk in a CRM data migration?
Our Salesforce and HubSpot migrations follow a gated method. Each gate needs your written approval before the next phase starts, so nothing reaches production that your team has not checked.
| Stage | Who does the work | Who approves | What you receive |
|---|---|---|---|
| 1. Source-to-target mapping | Vantage Point runs discovery and writes the field-level mapping. Your team confirms business rules and maps old users to new ones. | You sign off the mapping document before any build starts. | Versioned mapping document, volume and file inventory, user mapping table |
| 2. Sandbox loads and reconciliation | Vantage Point runs full-volume loads into a sandbox (at least two on a typical fixed-fee migration) with re-runnable scripts and run logs. Your users test sample records. | You approve the reconciliation report after testing. | Reconciliation reports: record counts by object, source-to-target checks, owner checks, orphan and exception list |
| 3. Exceptions | Vantage Point logs every record that fails or does not map, fixes the mapping and reloads. Anything that needs a business call (a user with no match, a file too large for Salesforce) comes to you with options. | You decide each flagged item. | Exception list with the decision recorded for each one |
| 4. Cutover | Vantage Point runs the production load from the approved runbook, on a shared call with your team, and reconciles each object as it lands. | You approve the runbook, including the rollback plan, before cutover starts. | Cutover runbook with sequencing, timing, rollback plan and validation checklist |
| 5. Acceptance and handover | Both teams check production against the same reconciliation used in the sandbox. Vantage Point supports go-live and runs any delta loads. | You sign the production reconciliation and closeout memo. | Production reconciliation report, run log archive, knowledge transfer document |
Escalation. Issues go from our project lead to our VP of Professional Services and your project sponsor. A change in scope, such as a source object that turns out much larger than estimated or a new object found in discovery, goes through a written change order before work on it starts.
Questions to ask any migration partner: Who signs off the mapping? How many full-volume test loads are included? What does the reconciliation report check? Who can stop a cutover, and what is the rollback plan? See our integration and data migration services and migration paths.
Next step
Not sure which service you need?
Start with a free CRM assessment. A senior consultant reviews your Salesforce or HubSpot setup, flags compliance and adoption gaps, and tells you which service, or which package, to start with.
Talk to a senior consultant, not a sales rep.
Book time with David Cockrum, Founder & CEO, and Randy Wandell, VP of Professional Services.
