Harness the Power of Collaborative Salesforce Managed Services
We go beyond just 'operating and maintaining' your Salesforce org. We partner with you to maximize your investment, eliminate headaches, and drive continuous business growth.
Stop wasting time on Salesforce troubleshooting
Don't let Salesforce issues slow down your sales team
Your business is unique, so why settle for a one-size-fits-all Salesforce solution?
Focus on growing your business while we handle your Salesforce complexity
Our Comprehensive Service Tiers
Salesforce Managed Service Program
Complete Salesforce org management for one predictable monthly fee
Daily system administration and monthly maintenance
Certified Salesforce experts as an extension of your team
Around-the-clock monitoring and support
Consultant On Demand (COD)
Access to certified Salesforce architects and specialists
No long-term contracts or minimum daily rates
Custom solutions, specialized implementations, and strategic guidance
Senior consultants for complex Salesforce challenges
L1 Salesforce Support
Certified experts handle your day-to-day Salesforce needs
Reduced downtime, faster resolution times, and higher first-time fix rates
User training and adoption support
Basic administration and troubleshooting
Four-Pillar Benefits
Transform your Salesforce investment into competitive advantage
Cost Efficiency
Eliminate the need for multiple full-time Salesforce administrators
Predictable monthly costs with no surprise expenses
Maximize ROI on your Salesforce licenses
Strategic Partnership
We become your unwavering partners in Salesforce transformation
Seamlessly integrate with your existing team
Consultative approach to drive continuous improvement
Scalability & Flexibility
Scale Salesforce resources up or down based on business needs
Adapt quickly to changing requirements without staffing concerns
Access specialized expertise only when needed
Reduced Risk & Downtime
Proactive monitoring prevents issues before they impact users
Faster resolution times with certified experts
Comprehensive backup and recovery procedures
The Vantage Point difference
We don't just maintain—we optimize and innovate
Industry-specific Salesforce expertise in financial services, bringing deep knowledge of banking, wealth management, and insurance needs
Transparent pricing with no hidden fees
Dedicated account management and strategic reviews
Why Choose Vantage Point Managed Services
Financial Services & Platform Expertise:
Vantage Point is focused exclusively on the financial services industry. Our experienced, 100% US-based team is deeply versed in the Salesforce platform and understands the unique regulatory and client-service challenges of financial firms.
Certified In-House Team:
Our team of consultants and developers are Salesforce-certified experts (across Sales Cloud, Service Cloud, Financial Services Cloud, and more) and HubSpot-certified for marketing automation. We do not outsource projects – the team you start with is the team you finish with.
Client-First Partnership:
We pride ourselves on an obsessively client-first culture. Vantage Point acts as an extension of your team, taking time to understand your goals and treating your objectives as our own.
Proven Results
With 150+ clients and 400+ successful projects delivered in the financial sector, Vantage Point has a proven track record of results. Our clients collectively manage over $2 trillion in assets, and we've earned a 4.9/5 customer satisfaction rating on Salesforce AppExchange.
Three-Step Process:
Our proven approach to Salesforce success
Assessment & Alignment
Comprehensive Salesforce org health check
Align services with your specific business objectives
Create customized service level agreements
Seamless Integration
Our team becomes an extension of yours
Establish communication protocols and escalation paths
Knowledge transfer and documentation
Continuous Optimization
Regular strategic reviews and recommendations
Proactive identification of improvement opportunities
Ongoing training and adoption support
Key Features & Capabilities
24/7 Proactive Support
Enjoy peace of mind with round-the-clock monitoring and support. We utilize proactive alerts and automated health checks to catch issues early, ensuring minimal disruptions and a consistently smooth Salesforce experience.
Certified, Experienced Team
Your Salesforce environment is in the hands of certified experts with years of experience. All support is delivered by Vantage Point's in-house consultants – an experienced, US-based team that knows Salesforce inside and out.
Tailored Solutions & Flexibility
We recognize that every firm's processes are different. Our service adapts to your workflows and priorities, with all enhancements and configurations done with your input, ensuring solutions feel natural to your users.
Security, Compliance and Best Practices
As a partner to banks, RIAs, insurers and other regulated entities, we make security and compliance a top priority, implementing robust permissioning, encryption, and data governance policies.
Seamless Collaboration & Transparency
Working with our managed services team feels like working with colleagues. Every month, you receive clear reports on system performance and upcoming recommendations with regular check-in meetings.
Trusted by growing companies
"Vantage Point is the only Salesforce team who has actually delivered on their contract and commitments... Fast, skilled, and knowledgeable across all of Salesforce."
Lido Advisors
-Financial Services Client
Success Highlights
Reduced a wealth management firm's client onboarding time by 62% – from 14 steps down to 7 – by streamlining processes and leveraging Salesforce automation
Increased a bank's qualified referral rate by 34% through data-driven cross-selling insights and Salesforce personalization features
Consistently high satisfaction and loyalty: 95%+ client retention and 4.9/5 customer satisfaction rating on Salesforce AppExchange
How Our Service Works
Initial Assessment & Alignment:
We begin with a comprehensive review of your current Salesforce environment and business objectives, identifying opportunities for quick wins and outlining a high-level roadmap.
Onboarding & Tailored Plan
Next, we establish communication channels, define support procedures, and introduce you to your dedicated support team. Together, we create a tailored service plan with agreed service levels.
Day-to-Day Support & Continuous Improvement
Once up and running, Vantage Point becomes an extension of your team. We address issues based on priority and execute on the roadmap of enhancements.
Ongoing Review & Strategic Guidance
We provide monthly reports on support activity and conduct regular review meetings to discuss value delivered, gather feedback, and plan ahead.
Frequently Asked Questions
What is included in Vantage Point's Managed Services package?
Our Managed Services is a comprehensive offering that includes ongoing Salesforce administration, maintenance, development, and strategic support. This covers user and data administration, proactive monitoring, custom development, integration management, user training, and strategic consulting.
How is managed services different from a one-time Salesforce project or standard support?
Traditional projects are point-in-time, while Managed Services is an ongoing partnership. We continuously work with you to adapt and improve your Salesforce instance, providing proactive monitoring, regular optimization, and strategic guidance as your business evolves.
We already have an internal Salesforce admin. Do we still need Managed Services?
Many of our clients have internal admins. We work collaboratively with them, handling specialized tasks, providing backup coverage, and taking on larger enhancements or advanced platform features they may not have experience with.
How do we request support or changes, and how quickly are issues resolved?
You'll have a direct line to our support team through email, ticketing portal, or messaging channels. For critical issues, our response is immediate with 24/7 on-call staff. For standard requests, resolution typically occurs within 1-2 business days depending on complexity.
How is pricing structured for Managed Services?
We offer flexible pricing models tailored to your needs, typically as a fixed monthly fee or retainer. The cost depends on the size of your Salesforce org, range of services included, and SLA level. Our aim is to be cost-effective compared to hiring equivalent full-time staff.
Ready to maximize your Salesforce investment?
Let's talk! Reach out to us today to get started with Vantage Point Managed Services. Our team is happy to discuss your needs, answer any questions, and craft a support plan that will deliver ongoing success for your business.
