AI & Agents · Claude · ChatGPT · Agentforce · Breeze
AI consulting for Salesforce and HubSpot teams
Senior-led AI work for financial services and other regulated industries. We put Claude, ChatGPT, Agentforce and Breeze to work inside the CRM you already run, with the data boundaries, review steps and records your compliance team needs.
Short answer
Vantage Point helps Salesforce and HubSpot teams use AI safely and measurably. We assess readiness, roll out Claude and ChatGPT, connect them to your CRM through MCP, build agents on Agentforce, Breeze, Claude or OpenAI, and build in the supervision and recordkeeping regulated firms need. Packages start at $7,500 with published scope and prices.
Pick the platform for the job
We are partners with all four, so the recommendation follows the work.
Claude
Cross-tool assistant work, long documents, coding and custom agents. Connects to Salesforce and HubSpot through MCP, and runs in Agentforce through Claudeforce.
Claude consulting → OpenAI Partner NetworkOpenAI and ChatGPT
Teams standardized on ChatGPT, OpenAI API workflows with structured outputs, and HubSpot's ChatGPT connector.
OpenAI consulting → SalesforceAgentforce
Agents that live inside Salesforce channels with Salesforce topics, actions and the Einstein Trust Layer.
Agentforce consulting → HubSpotBreeze AI
HubSpot's built-in agents and assistants for marketing, sales and service teams.
Breeze consulting →Which AI for which job
| The job | Usually the best fit | Why |
|---|---|---|
| Advisor or seller asks questions across the CRM, email and files | Claude or ChatGPT connected through MCP | Runs as the user, respects CRM permissions, works across tools |
| Customer-facing service agent in Salesforce channels | Agentforce (on Claude where supported) | Salesforce topics, actions, trust layer and audit |
| Customer agent or content help for a HubSpot team | Breeze | Built into HubSpot, priced in HubSpot credits |
| Contracts, case histories and transcripts summarized into fields | Claude via API with structured outputs | Long-document reasoning with validated writes |
| Apex, LWC, tests and metadata work | Claude Code | Agentic coding inside your repository and pipeline |
| AI answers inside Salesforce record pages without Agentforce licenses | RecordIQ (Vantage accelerator) | Any major model, sharing enforced, audit log on every call |
| Assignment, approvals and field updates | Flow or HubSpot workflows | Deterministic, cheaper and easier to audit than a model |
AI services
Each service runs on its own or as part of a package. Every page lists what you get, how it comes together, when it's the wrong call and the mistakes we help you avoid.
AI Readiness Assessment
Two weeks to find out which AI use cases your CRM data can support today, which platform fits each, and what compliance needs before anything goes live.
Claude + CRM Integration (MCP)
Connect Claude to Salesforce or HubSpot so your team can ask questions of the CRM, draft from real records and log work back, all inside the permissions you already ...
Claude Enterprise and ChatGPT Enterprise Rollout
Set up Claude Team or Enterprise, or ChatGPT Business or Enterprise, the way a regulated firm needs it: identity, retention, approved connectors, a usage policy and ...
Claudeforce: Claude in Salesforce, Agentforce and Slack
Salesforce and Anthropic announced Claudeforce in August 2026. Here is what it includes, what is available now, and how to decide where Claude should run in your ...
AI Compliance and Supervision Controls
Approval gates, audit trails, human review and recordkeeping built into AI-assisted workflows, mapped to the rules your firm actually answers to.
AI for Advisor and Sales Productivity
Meeting briefs from CRM history, follow-ups drafted for review, notes logged back to the record. Give advisors, bankers and sellers back the hours they spend on prep and ...
AI Agent Development
One production agent at a time, on the platform that fits the job: Agentforce, Breeze, the Claude Agent SDK or the OpenAI API, with guardrails, a test set and someone ...
Claude Code for Salesforce and HubSpot Development
Set up Claude Code so your admins and developers ship Apex, Lightning Web Components, Flows and HubSpot customizations faster, through the same source control, tests and ...
AI Data Readiness for Salesforce and HubSpot
Duplicates, empty fields and siloed systems stall Agentforce and every other AI project. Get a data readiness score, then fix the records your first agent reads.
AI Support and Optimization
Models change every few months. Keep your prompts, connectors, agents and evaluation sets current, and keep adding use cases, with a senior team on call.
What AI does for each team
Starting points we have templates for. Every client-facing output is a draft until a person approves it.
Advisors and relationship managers
- Meeting briefs from household history
- Follow-up drafts for review
- Notes and next steps logged to the CRM
Sales
- Account research and call prep
- Pipeline and deal reviews
- Outreach drafts in your voice
Service
- Suggested case replies
- Case summaries before escalation
- Knowledge article drafts
Compliance
- Review queues for AI-drafted communications
- AI register and evidence for exams
- Sampling and exception reports
Operations
- Document intake into structured fields
- Onboarding checklists and status updates
- Data quality checks
Marketing
- Segment and campaign briefs from CRM data
- Content drafts routed for approval
- Answer engine visibility work
Admins and developers
- Apex, LWC and test drafts with Claude Code
- Flow and metadata documentation
- Org questions answered from metadata
Ways we connect AI to your CRM
The connection decides what the AI can see and do. We pick per use case and write it down.
| Path | Runs as | Typical use |
|---|---|---|
| Salesforce hosted MCP servers | The signed-in user | Claude or other MCP clients reading and updating Salesforce under existing sharing rules |
| Salesforce in Claude (Claudeforce) | The signed-in user | Prebuilt sales skills inside Claude |
| Claude in Agentforce | Agentforce, through Amazon Bedrock in the Salesforce trust boundary | Agents inside Salesforce using Claude for reasoning |
| HubSpot connector and remote MCP server | The connecting HubSpot user | Claude reading and updating HubSpot records |
| ChatGPT connectors | The connecting user | ChatGPT business plans searching CRM data |
| Claude or OpenAI API with tool use | Your application | Back-office automation and custom apps |
| RecordIQ | The Salesforce user | AI actions on record pages, no Agentforce license |
Governance built in, mapped to your rules
Regulators expect existing rules to apply to AI. We map each AI touchpoint to the obligation behind it and build the control into the workflow: FINRA 2210 and 3110, SEC 17a-4 and FINRA 4511 recordkeeping, Regulation S-P, Federal Reserve SR 26-2 model risk guidance, the NAIC AI model bulletin for insurers, and GDPR and UK GDPR.
Data boundary first
- Objects and fields per use case
- Classified with your security team
- Approved tools list
Read-only, then approved writes
- Least-privilege access
- One write action at a time
- A person approves each change
Measured, not demoed
- Evaluation sets from real records
- Re-run after every change
- Scores tracked over time
Records you can produce
- Prompt, output, model and approver logged
- Retention set to your rules
- Exports to your archive
How an engagement runs
- Assess. Use cases, data, permissions and compliance, scored in two weeks.
- Set the boundary. Which data, which tool, which connection path, agreed in writing.
- Build read-only. Connect, build workflows, score them against an evaluation set.
- Add writes behind approval. One at a time, each logged.
- Train and launch. Role-based, on each team's own work, with weekly adoption reporting.
- Support and expand. Re-test on every change and add the next use case from the data.
In practice
Insurance and payroll brokerage. Our RecordIQ accelerator runs in production on Salesforce Case records, where AI drafts suggested replies that service reps review and send.
Our own firm. Vantage Point runs on the same approach: Claude connected to our Salesforce and HubSpot through MCP for account research, pipeline reviews and content work, read-first with approved writes.
Senior team. 700+ CRM engagements for 175+ clients, led by consultants who have run regulated businesses. No junior hand-offs.
Published AI packages
Fixed scope, published prices. Licenses and usage are billed by the vendors.
Complimentary accelerators
Low-risk ways to start, delivered by the same senior team.
RecordIQ for Salesforce: AI on record pages without Agentforce licenses (quote on request) →
AI consulting: frequently asked questions
What AI consulting services does Vantage Point offer?
We assess AI readiness, roll out Claude and ChatGPT business plans, connect AI to Salesforce and HubSpot through MCP and native connectors, build AI agents on Agentforce, Breeze, Claude and OpenAI, set up compliance and supervision controls, clean the CRM data AI depends on, set up Claude Code for CRM development, and support it all after launch.
Which AI should we use with Salesforce?
It depends on where the work happens. Agentforce suits agents inside Salesforce channels. Claude suits cross-tool assistant work and long documents, and through Claudeforce it can also run inside Agentforce and bring Salesforce skills into Claude. ChatGPT fits teams standardized on OpenAI. Our AI Readiness Assessment recommends a platform per use case.
Which AI works with HubSpot?
HubSpot Breeze is built in. Claude connects through HubSpot's connector and remote MCP server, and ChatGPT through HubSpot's ChatGPT connector. We set each one up with explicit permissions and approval on writes.
How much does AI consulting cost?
Our published AI packages start at $7,500 for a two-week AI Readiness Assessment, $12,500 for a Claude or ChatGPT Team Rollout, $15,000 for a CRM Connector Fast Start and $35,000 for the AI + CRM Jumpstart. Agent builds and governance work are quoted. Software licenses and usage are billed by the vendors.
Is AI safe for financial services and other regulated firms?
Yes, when it runs on enterprise plans with approved data paths, least-privilege CRM access, human review of client-facing output and records kept under your retention rules. We map those controls to FINRA, SEC, banking, insurance and GDPR obligations that apply to you, and your compliance team approves them.
Are you an Anthropic and OpenAI partner?
Yes. Vantage Point is a member of the Claude Partner Network and a member of the OpenAI Partner Network, as well as a Salesforce and HubSpot partner. We recommend the platform that fits each use case rather than defaulting to one vendor.
Put AI to work in your CRM, with controls
Book 30 minutes with a senior consultant. We'll review your setup and outline the first workflows worth building.
Free · About 3 minutes
How ready is your firm to put AI to work?
Answer 10 questions and get an instant readiness score across 10 areas, with the moves to make first for your industry, CRM and goals. No email needed to see your results.