Is there a long-term contract required for managed services?

Vantage Point offers flexible service models including the Consultant On Demand (COD) option, which requires no long-term contracts or minimum commitments. Multiple service tiers and engagement models are available to match your specific needs and budget.

How quickly can Vantage Point onboard a new managed services client?

Onboarding typically takes 5-10 weeks: Discovery & Assessment (1-2 weeks), Team Assignment & Knowledge Transfer (1-2 weeks), Service Integration & Testing (1-2 weeks), and Go-Live & Initial Optimization (2-4 weeks), after which full ongoing service delivery begins.

Who is best suited for Vantage Point's Managed Services?

Managed Services are ideal for small to mid-size advisory firms without dedicated Salesforce administrators, established wealth management firms with complex Salesforce environments, financial institutions supplementing internal IT capabilities, organizations post-implementation, and multi-location financial services organizations.

How does Vantage Point handle Salesforce release updates under a managed service?

Vantage Point manages all Salesforce seasonal release updates as part of the Managed Service Program, ensuring your org stays current with new features and platform changes without disrupting your operations.

What experience do Vantage Point's managed service team members have?

Vantage Point managed services are delivered by senior Salesforce and HubSpot consultants who work with financial services and other regulated firms, so compliance and regulatory requirements are part of every change.

Salesforce & HubSpot Managed Services

Q: What does a Salesforce Managed Service include?

Vantage Point's Salesforce Managed Service includes system administration and monitoring during business hours, monthly platform health checks and optimization, user management and security administration, data quality monitoring, release management and feature adoption, a quarterly roadmap and a named account lead, with a 2-hour response on P1 issues, all for one predictable monthly fee.

Predictable Monthly Costs

Turn unpredictable IT expenses into a fixed monthly fee with comprehensive Salesforce management services

Expert Team Extension

Work with senior Salesforce and HubSpot professionals as an extension of your team without the overhead of full-time staff.

Proactive Issue Resolution

Identify and resolve potential issues before they impact your business operations through business-hours monitoring and scheduled maintenance.

Improved System Performance

Maintain optimal Salesforce performance with regular health checks, optimization, and proactive capacity management.

Enhanced User Adoption

Increase user satisfaction and platform usage through ongoing training, support, and user experience optimization.

Continuous Platform Evolution

Stay current with Salesforce releases and new features through managed upgrade and enhancement services.

Reduced Internal IT Burden

Free up internal IT resources to focus on strategic initiatives while we handle day-to-day Salesforce operations.

Clear Service Levels

Keep your platform healthy with defined response times, proactive monitoring, and clear service levels in writing.

Salesforce Managed Service Program

-Complete Salesforce org management for one predictable monthly fee with dedicated expert support.

-Daily system administration and monitoring - Monthly platform health checks and optimization

- User management and security administration

- Data quality monitoring and maintenance

- Release management and feature adoption

- Proactive system monitoring and alerting (business hours; P1 outages worked the same day).

Consultant On Demand (COD)

-Access to senior Salesforce architects and specialists for custom solutions and strategic guidance.

-No long-term contracts or minimum commitments

- Senior consultant access for complex challenges

- Custom development and specialized implementations

- Strategic planning and architecture guidance

- Project-based consulting and development

- Flexible engagement models with published pricing: blocks of hours, retainers and managed services.

L1 Salesforce Support

- Comprehensive first-level support handling day-to-day Salesforce needs and user assistance.

- Help desk support for all user inquiries

- Basic configuration and customization requests

- User training and adoption support

- Data management and reporting assistance - Troubleshooting and issue resolution

- Documentation and knowledge base maintenance.

Platform Optimization Services

-Ongoing optimization and enhancement services to ensure maximum platform performance and ROI

-Performance monitoring and tuning

- Storage and data management optimization

- Workflow and process improvement recommendations

- User experience and interface optimization

- Integration monitoring and maintenance

- Security and compliance monitoring.

Small to Mid-Size Advisory Firms

Growing firms that need expert Salesforce support but don't have dedicated IT staff or Salesforce administrators.

Established Wealth Management Firms

Larger organizations with complex Salesforce environments requiring specialized expertise and proactive management.

Regulated Firms with Lean IT Teams

Banks, credit unions, and insurance companies needing to supplement internal IT capabilities.

Organizations Post-Implementation

Companies that have completed Salesforce
implementation and need ongoing support and optimization.

Multi-Location Financial Services

Organizations with multiple offices or locations requiring consistent Salesforce support across all sites.

Regulated-Industry Experience

Financial services expertise means our team understands your unique compliance, regulatory, and business requirements.

Senior-Level Expertise

Every managed service engagement is staffed by senior Salesforce and HubSpot professionals. Work is delivered by our senior-level consulting team, with no junior handoffs and no bait-and-switch staffing.

Predictable Pricing Model

Fixed monthly pricing from $5,850 (Salesforce) and $4,800 (HubSpot), with no hidden fees. See support and managed services pricing.

Proactive Service Approach

We identify and resolve issues before they impact your business through business-hours monitoring and proactive maintenance.

Flexible Service Models

Choose from multiple service tiers and engagement models to match your specific needs and budget requirements.

Managed Services and Ongoing Support

Enjoy peace of mind with our proactive managed services, including ongoing platform optimization, routine health checks, tailored user training, and dedicated support from our senior-level experts.

Frequently asked questions

Q: What's the difference between managed services and just calling for help when something breaks? A: Reactive support means waiting for something to go wrong before anyone looks at it. Our managed services are proactive: we monitor your environment during business hours, run monthly health checks, manage releases and fix issues before they reach your team. P1 issues get a response within 2 hours and are worked the same day. Think of it less like a help desk and more like a named senior lead who owns the health of your platform.
Q: What does a typical managed services engagement cover? A: Our Managed Service Program includes system administration and monitoring, monthly health checks and optimization, user management and security administration, data quality monitoring, release management, a quarterly roadmap and a named account lead, with 30, 50 or 80+ senior hours a month depending on the tier. Every tier is priced on our support and managed services pricing page, billed monthly on a 12-month term.
Q: We just completed a Salesforce implementation. Do we need managed services? A: Many of our managed services clients come to us right after an implementation wraps up. Once the platform is live, the real work of driving adoption, keeping up with Salesforce's three annual releases, and refining workflows begins. Having an expert team in your corner from day one after go-live helps protect the investment you just made.
Q: What if our team doesn't have a dedicated Salesforce administrator? A: That's one of the most common reasons organizations come to us. Our managed services act as an extension of your team, giving you access to senior Salesforce professionals without the overhead of hiring and retaining a full-time admin. You get senior-level expertise at a fraction of the cost of a dedicated hire.

Proactive Salesforce management and expert support

Dedicated Expert Team

Proactive Optimization

Proactive Platform Monitoring

What is managed services & ongoing support?

Key benefits & outcomes