Strategy and change management for CRM, SI and AI programs
Get architecture reviews, rollout planning and change management that keep adoption high and disruption low.
175+ Clients Served
Proven Change Methodologies
Minimal Business Disruption
What is advisory & change management?
CRM change management is the structured approach to preparing, equipping, and supporting your organization through CRM technology transitions.
Key benefits & outcomes
Successful Technology Adoption
Drive user adoption through proven change management methodologies and comprehensive user engagement strategies.
Minimized Business Disruption
Reduce business disruption during technology implementations through careful planning and phased rollout approaches.
Accelerated ROI Realization
Reach a return on technology investments sooner through effective change management and user adoption strategies.
Culture and Adoption
Help teams at every level build CRM and data habits that last.
Risk Mitigation
Minimize implementation risks through proven change management practices and comprehensive stakeholder engagement.
Sustained Long-Term Success
Ensure long-term technology success through embedded change practices and continuous improvement frameworks.
Improved Team Morale
Maintain high team morale and engagement during technology changes through transparent communication and involvement strategies.
Knowledge Transfer Excellence
Build internal capabilities and knowledge to sustain technology success and drive continuous improvement.
Advisory & change management capabilities
Strategic Technology Advisory
Senior-level strategic guidance on technology selection, implementation approach, and organizational alignment. - Technology strategy development and validation - Vendor selection and evaluation guidance - Implementation approach and methodology selection - Risk assessment and mitigation planning - Stakeholder alignment and buy-in facilitation - Executive coaching and leadership development.
Organizational Change Management
Change management that gets people using the new system. - Change readiness assessment and planning - Stakeholder analysis and engagement strategy - Communication planning and execution - Training program design and delivery - Resistance management and resolution - Change champion network development.
User Adoption & Training
Customized training and adoption programs designed to maximize user engagement and platform usage. - Learning needs assessment and analysis - Customized training program development - Multi-modal training delivery (in-person, virtual, self-paced) - User support and help desk services - Performance support and job aids development - Ongoing coaching and mentoring programs.
Governance & Sustainability
Establishment of governance structures and sustainability practices to ensure long-term success and continuous improvement. - Governance framework development and implementation - Center of Excellence (COE) establishment - Best practice development and documentation - Continuous improvement process design - Performance measurement and KPI tracking - Success story capture and sharing programs.
Who We Serve
Technology Leadership
CTOs, IT Directors, and technology leaders responsible for successful technology implementations and organizational change.
Operations Management
COOs and operations leaders managing business process changes and operational change programs.
Human Resources Leadership
HR leaders responsible for managing organizational change, training, and employee development during technology initiatives.
Project Management Offices
PMOs and project managers responsible for delivering successful technology implementations with organizational adoption.
Growing Financial Services Firms
Expanding organizations undergoing significant technology and process changes to support growth and scalability.
Change management methodology
01
Change Readiness Assessment (2-3 weeks) Comprehensive assessment of organizational readiness for change and development of change strategy and approach.
02
Change Planning & Preparation (3-4 weeks) Detailed change planning including communication, training, and stakeholder engagement strategies.
03
Implementation & Execution (6-12 weeks) Execute change management activities alongside technology implementation with continuous monitoring and adjustment.
04
Adoption & Reinforcement (4-8 weeks) Focus on user adoption, performance support, and reinforcement of new behaviors and processes.
05
Sustainability & Continuous Improvement (Ongoing) Establish sustainability practices and continuous improvement processes to ensure long-term success.
Why choose Vantage Point
Regulated-Industry Change Experience
Specialized knowledge of financial services organizational dynamics, culture, and change challenges.
Proven Change Methodology
Time-tested change management methodology used across 700+ engagements.
Senior Advisory Experience
Principal-level consultants with deep experience leading CRM, SI and AI programs. No junior handoffs and no one learning on your project. The experts you meet in the sales process are the experts who deliver.
Technology Implementation Integration
Change management planned alongside the build, so training and rollout happen in step with delivery.
Customized Approach
Tailored change management approach that considers your unique organizational culture and stakeholders.
Measurable Results Focus
Data-driven approach with clear metrics and KPIs to measure change success and user adoption rates.
Long-Term Partnership
Ongoing advisory relationship with continuous support and guidance throughout your technology journey.
Internal Capability Building
Focus on building internal change management capabilities so your team can run the next change on its own.
Partner with the experts in business technology
Work with certified Salesforce professionals who understand your industry, your clients, and your compliance needs.
