The Problem
The Consulting Industry Has a Staffing Problem
Here's how most CRM consulting engagements work:
A senior partner sells you the project. They're sharp, experienced, and understand your business. You sign the contract.
Then the senior disappears. Your project gets handed off to a team of junior consultants — often offshore — who are learning on your dime. Requirements get lost in translation. Timelines slip. You're paying premium rates for entry-level execution.
That's the traditional consulting staffing model. It's not a bug — it's the model itself. Firms hire senior people to sell and junior people to deliver because that's how the economics work. Senior consultants are expensive. Offshore juniors are cheap. The margin lives in the gap.
We looked at that model and decided to build something fundamentally different.
"I spent 13 years as a COO on the client side of consulting engagements. I experienced firsthand the gap between who sells the project and who delivers. Vantage Point exists because I built the firm I wished I could have hired."
— David Cockrum, Founder & CEO
Two Models. One Choice.
| Stage | The Traditional Model | The Vantage Point Model |
| Sale | Senior partner presents at the pitch | Senior consultant leads the conversation |
| Handoff | Project passed to delivery team you've never met | There is no handoff. Same person, start to finish. |
| Staffing | Junior consultants, often offshore or nearshore | Senior, certified consultants only. No exceptions. |
| Communication | Write requirements → send offshore → wait → review → iterate | Direct collaboration. AI handles what offshore used to do. |
| Timeline | Weeks of back-and-forth per development cycle | Days, not weeks. AI accelerates every phase. |
| Quality | Variable — dependent on the offshore team's experience | Consistent — senior expertise at every stage |
| Cost | Looks cheaper on paper. Overruns and rework make it expensive. | Competitive. AI replaces the offshore cost model, not your quality expectations. |
How AI Augmented delivery Works
AI Replaces Offshore — Not People
Scope & Design
Your senior consultant leads discovery, maps requirements, designs the solution architecture, and builds the project plan. This is where operator experience matters most — and it's 100% human, 100% senior.
Build & Configure
The same consultant builds and configures your solution — with AI as a force multiplier. AI handles code generation, documentation, data transformation, testing scripts, and configuration acceleration. What used to take a 10-person offshore team weeks now takes one senior consultant days.
Deliver & Optimize
Your consultant delivers, trains your team, and stays with you post-go-live. No handoff to a "managed services team you've never met." Your person remains your person.
What this Means for You
95%+
Client Retention Rate
30-50%
Faster Implementations via Proprietary Accelerators
400+
Completed Engagements
0
Offshore Team Members
Our AI-augmented model isn't theoretical. It's how we've delivered 400+ engagements with a 95%+ retention rate and a 4.71/5.0 satisfaction score. Clients stay because the model works: they get senior expertise, fast delivery, and a partner who doesn't disappear after go-live.
Senior Means Senior
We don't have junior consultants. We don't have associate-level resources. Every person on your project is a senior, certified expert with years of hands-on experience in regulated industries. 100+ certifications across the team. Salesforce. HubSpot. Tableau. MuleSoft. Every consultant on your project has earned their expertise — not borrowed it from a training manual.
David Cockrum
Founder & CEO
Former COO in financial services. 13+ years as a Salesforce user before founding Vantage Point. Built the firm because he lived the problems clients face — not because he saw a market opportunity.
Randy Wandell
VP of Professional Services
40+ years of technology leadership. Former senior roles at Appirio, EMS Consulting, and IBM. Leads delivery with a philosophy of "teaching people to fish" — building client capability, not dependency.
Jennifer Dauernheim
Senior Architect
28+ Salesforce certifications. One of the most certified consultants in the Salesforce ecosystem. Leads complex, multi-cloud implementations for enterprise regulated-industry clients.
Testimonials
What Our Clients Say
"Out of all vendors we've worked with, Vantage Point has delivered above expectations — fast, skilled, and knowledgeable."
— Lido Advisors
"David, Gus, and the VantagePoint team were critical to the success of our Salesforce implementation project. Their experience, knowledge, and communication set the bar high for any future technology partners we look to work with."
— Financial Services Customer
Inc. 5000
Three Consecutive Years (2019-2021)
Recognized as one of America's fastest-growing private companies.
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