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Our Approach

The Person Who Scopes Your Project Is the Person Who Delivers It.

We rebuilt the entire delivery model around one principle: the consultants who design your solution are the ones who build it.

 

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.

Service
David Cockrum Headshot

"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.

Client Testimonials

"Vantage Point Consulting exceeded our expectations. They were able to take our ideas for interacting with prospects, and design and build a marketing cloud journey that allows us to connect with thousands of new prospects, provide reporting, and flexibility to expand as our needs change. They were very professional and easy to work with as well."

"We are very satisfied with Vantage Point. No over sell, no wasting hours. Delivered just what we needed on time and under budget. EXCELLENT experience!"

"Very knowledgeable about the various Salesforce platforms and experience within the Financial Industry. Provided solutions that met our needs with the end user in mind. Communication was great throughout the project."

"They are quick to respond and come to the table with creative solutions that meet our needs."

"Really enjoyed our one on one training/support with our rep! Very helpful."

"VantagePoint's team came to us with a high degree of skills and expertise, showed exceptional ability to understand our unique business needs, and added far more value than expected. Everyone was pleasant to work with and very professional and collaborative throughout the project."

"VPC is an amazing company to work with! From communication, advice, and the end result, it was a pleasure working with them along our project. Their continued services was also amazing and helped us maintain and work on small projects to perfect our Org. I would & will highly recommend VPC as a Salesforce third party development company."

How AI Augmented delivery Works

AI Replaces Offshore — Not People

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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.

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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.

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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

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.

Vantage Robot-05

Randy Wandell, our VP of Professional Services, delivered on a Friday what would have taken months under the traditional offshore model.

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 Headshot

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

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.

Jen D

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

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"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

Ready to Work With Consultants Who Actually Deliver?

Tell us about your CRM challenges. We'll match you with a senior consultant who has direct experience in your industry — the same person who will lead your engagement if we move forward.

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Ready to grow your company to the next level?

Senior-only consultants. AI-augmented delivery. One team from scoping through go-live — no handoffs, no offshore resources.

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