Proactive Salesforce Management and Expert Support
Proactive managed services including continuous platform optimization, routine health checks, tailored user training, and dedicated support from senior-level experts who understand your business
Dedicated Expert Team
Proactive Optimization
24/7 Platform Monitoring
Key Benefits & Outcomes
Predictable Monthly Costs
Transform unpredictable IT expenses into manageable monthly fees with comprehensive Salesforce management services
Expert Team Extension
Access certified Salesforce professionals as an extension of your team without the overhead of full-time staff.
Proactive Issue Resolution
Identify and resolve potential issues before they impact your business operations through continuous monitoring and maintenance.
Improved System Performance
Maintain optimal Salesforce performance with regular health checks, optimization, and proactive capacity management.
Enhanced User Adoption
Increase user satisfactionand platform utilization through ongoing training, support, and user experience optimization.
Continuous Platform Evolution
Stay current with Salesforce releases and new features through managed upgrade and enhancement services.
Reduced Internal IT Burden
Free up internal IT resources to focus on strategic initiatives while we handle day-to-day Salesforce operations.
Guaranteed Service Levels
Ensure business continuity with guaranteed response times, uptime commitments, and service level agreements.
Managed Service Offerings
Salesforce Managed Service Program
Complete Salesforce org management for one predictable monthly fee with dedicated expert support. Daily system administration and monitoring - Monthly platform health checks and optimization - User management and security administration - Data quality monitoring and maintenance - Release management and feature adoption - 24/7 system monitoring and alerting.
Consultant On Demand (COD)
Access to certified Salesforce architects and specialists for custom solutions and strategic guidance. No long-term contracts or minimum commitments - Senior consultant access for complex challenges - Custom development and specialized implementations - Strategic planning and architecture guidance - Project-based consulting and development - Flexible engagement models and pricing.
L1 Salesforce Support
Comprehensive first-level support handling day-to-day Salesforce needs and user assistance. Help desk support for all user inquiries - Basic configuration and customization requests - User training and adoption support - Data management and reporting assistance - Troubleshooting and issue resolution - Documentation and knowledge base maintenance.
Platform Optimization Services
Ongoing optimization and enhancement services to ensure maximum platform performance and ROI. Performance monitoring and tuning - Storage and data management optimization - Workflow and process improvement recommendations - User experience and interface optimization - Integration monitoring and maintenance - Security and compliance monitoring.
Who We Serve
Small to Mid-Size Advisory Firms
Growing firms that need expert Salesforce support but don't have dedicated IT staff or Salesforce administrators.
Established Wealth Management Firms
Larger organizations with complex Salesforce environments requiring specialized expertise and proactive management.
Financial Institutions with Limited IT Resources
Banks, credit unions, and insurance companies needing to supplement internal IT capabilities.
Organizations Post-Implementation
Companies that have completed Salesforce implementation and need ongoing support and optimization.
Multi-Location Financial Services
Organizations with multiple offices or locations requiring consistent Salesforce support across all sites.
Managed Service Onboarding Process
01
Discovery & Assessment (1-2 weeks) Comprehensive evaluation of your current Salesforce environment, usage patterns, and support requirements.
02
Team Assignment & Knowledge Transfer (1-2 weeks) Assignment of dedicated support team and comprehensive knowledge transfer from your existing administrators.
03
Service Integration & Testing (1-2 weeks) Integration of managed service processes with your existing workflows and comprehensive testing of all service components.
04
Go-Live & Initial Optimization (2-4 weeks) Begin full managed service delivery with initial optimization activities and user feedback collection.
05
Ongoing Service & Optimization (Ongoing) Continuous managed service delivery with regular reviews, optimizations, and strategic planning sessions.
Why Choose Vantage Point Managed Services
Financial Services Specialization
100% focus on financial services means our team understands your unique compliance, regulatory, and business requirements.
Senior-Level Expertise
All managed service team members are certified Salesforce professionals with 5+ years of financial services experience.
Predictable Pricing Model
Fixed monthly pricing with no surprises, hidden fees, or unexpected charges.
Proactive Service Approach
We identify and resolve issues before they impact your business through continuous monitoring and proactive maintenance.
Flexible Service Models
Choose from multiple service tiers and engagement models to match your specific needs and budget requirements.
Managed Services and Ongoing Support
Enjoy peace of mind with our proactive managed services, including continuous platform optimization, routine health checks, tailored user training, and dedicated support from our senior-level experts.
Partner with the Experts in Financial Services Technology
Work with certified Salesforce professionals who understand your industry, your clients, and your compliance needs.
