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Our Services

High-impact Salesforce &
HubSpot solutions, customized
for your business

Vantage Point delivers Salesforce and HubSpot implementations, advisory, and managed services for regulated industries - financial services, healthcare, professional services, and beyond. Every engagement is led by senior, certified consultants using our AI-augmented delivery model. The consultants who scope your project deliver your project. Consistent senior expertise from start to finish.

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.

StageWho does the workWho approvesWhat you receive
1. Source-to-target mappingVantage 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 reconciliationVantage 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. ExceptionsVantage 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. CutoverVantage 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 handoverBoth 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.

Looking for a specialized solution for your industry?

Our team of experts is here to help you achieve your goals. Let’s discuss your specific needs and discover how Vantage Point can create a tailored solution just for you.

FAQ

Frequently asked questions

See all FAQs →
What does Vantage Point do?

Vantage Point is a senior-led, AI-augmented Salesforce and HubSpot consulting firm. We implement, integrate, migrate and support CRM, marketing automation, data and AI platforms, mainly for financial services and other regulated industries.

What kinds of firms does Vantage Point work with?

We focus on regulated industries: wealth management and RIAs, asset management, private equity, banking and credit unions, insurance, mortgage lending, fintech and debt settlement, plus healthcare, commercial real estate and professional services.

Industries we serve →
What does senior-led mean?

Your project is designed and delivered by experienced consultants, not handed to junior staff after the sale. The people you meet in discovery are the people who do the work.

Why Vantage Point →
Where is Vantage Point based?

Vantage Point is headquartered in Dallas, Texas, with a Central and Eastern Europe practice in Sofia, Bulgaria. We work with clients across the US, the UK and Europe.

Which platforms is Vantage Point a partner of?

We are a Salesforce partner, a HubSpot Solutions Partner, a member of the Claude Partner Network and the OpenAI partner network, and a member of the Braze Alloys partner network. We also implement technologies such as MuleSoft, Slack, Informatica and Contentful.

Partners →
How long has Vantage Point been in business?

Vantage Point was founded in 2018 and has completed more than 400 engagements for over 150 clients, with a 95% client retention rate.

More resources: CRM & AI glossary · Integration directory · Migration paths · FAQ

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Salesforce and HubSpot built around how each team works, on one client record.

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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.

Dallas-Fort WorthTX New YorkNY / NJ Los AngelesCA ChicagoIL / IN San FranciscoCA HoustonTX WashingtonDC / VA / MD / WV BostonMA / NH AtlantaGA SeattleWA PhiladelphiaPA / NJ / DE / MD MiamiFL
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