How we work
The person who scopes your project delivers it
Most consulting firms sell with senior people and deliver with junior teams. We built Vantage Point without the junior layer: senior consultants lead every phase, SI and AI handle the repetitive build work, and the VALUE methodology keeps every engagement on the outcome you agreed at the start.
Short answer
Vantage Point is a senior-led Salesforce and HubSpot consulting firm for financial services and other regulated industries. The consultant who scopes your project leads it through go-live and support, SI and AI speed up the build, and five principles (Vision, Adaptability, Leverage, User-centric and Excellence) guide every phase.
Six ways the firm is built differently
They're structural, so you'll see them on the first call and in every phase after it.
Senior consultants only
The person who scopes your project delivers it. During delivery they work embedded with your team.
How we deliver FounderBuilt by a former COO
David Cockrum spent years on the client side of CRM as a financial services COO before founding the firm in 2018.
Our story AdviceFluent in Salesforce and HubSpot
We implement both, so our recommendation follows your requirements.
Compare the platforms SpeedAccelerators that cut build time
RecordIQ, Advanced Data Table, Dynamic Forms and Field Set remove weeks of custom development.
See accelerators ComplianceRegulation designed in from day one
SEC and FINRA, BSA/AML, TRID and HMDA, HIPAA, GDPR and SOC 2 shape the data model, permissions and audit trail from the first sprint.
Compliance and security AISI and AI with names, scope and governance
Claude, ChatGPT, Agentforce, Breeze and RecordIQ, delivered as scoped services and discovery and proof-of-concept programs.
AI servicesTwo models, side by side
In the traditional model a senior partner sells the project and a junior team delivers it. Requirements get lost in the handoff, timelines slip and you pay senior rates for people learning on your project.
| Stage | Traditional model | Vantage Point model |
|---|---|---|
| Sale | A senior partner presents at the pitch | The consultant who will lead your project runs the conversation |
| Handoff | The project passes to a team you've never met | No handoff. The same person runs it from start to finish. |
| Staffing | Junior consultants learning on your project | Senior consultants only |
| Communication | Write requirements, hand them off, wait, review, repeat | Direct collaboration, with AI handling the repetitive build work |
| Timeline | Weeks of back and forth per cycle | Days per cycle |
| Cost | Looks cheaper on paper, then overruns and rework add up | Competitive, because AI replaces layered junior teams |
"I spent 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 and CEO
SI and AI handle the busywork. Senior consultants make the calls.
- Scope and design. Your senior consultant leads discovery, maps requirements, designs the architecture and writes the project plan. This phase is fully human.
- Build and configure. The same consultant builds your solution. SI and AI tools draft code, documentation, data transformations, test scripts and configuration, so work that took a larger team weeks moves in days.
- Deliver and optimize. Your consultant delivers, trains your team and stays with you after go-live. Support comes from the person who built it.
The VALUE methodology
Five principles apply to every phase, from discovery through support. Migration and release work runs through approval gates that you sign off.
- Vision: aligning with strategic goals. We start with your business objectives and build a roadmap with measurable outcomes and an architecture that scales. For a wealth management firm, our process review mapped Salesforce to its client experience goals and lifted advisor productivity.
- Adaptability: agile, iterative delivery. We deliver in increments with feedback built into every cycle. With a banking client we started with a proof of concept for loan acquisitions, then expanded Sales Cloud across divisions.
- Leverage: getting more from what you own. We use what Salesforce and HubSpot already do well and connect them to Snowflake, Tableau and your core systems, so you run one platform instead of more tools.
- User-centric: designed around the people who use it. Users are involved early, training uses your real processes, and change management builds adoption. For a wealth firm we rebuilt retirement planning workflows around the advisor and cut administrative work.
- Excellence: results you can measure. Rigorous testing, platform best practices and a focus on the business outcome agreed at the start.
Built for regulated industries
Financial services is our home base: wealth management, banking and credit unions, insurance and mortgage and lending. The same discipline carries into healthcare, professional services and other regulated sectors.
The people who will work on your project
We don't have junior or associate consultants. David Cockrum (Founder and CEO), Randy Wandell (VP of Professional Services) and a team of senior Salesforce, HubSpot and MuleSoft consultants work embedded with your team during delivery. Meet the team.
What clients say
"We interviewed another firm and they were fine, but it was way more of a sales process. This is more of an engineering conversation, I'm comfortable." Payroll and insurance agency
"We are very satisfied with Vantage Point. No over sell, no wasting hours. Delivered just what we needed on time and under budget." Salesforce client
Not sure we're the right fit? Take the fit check and we'll point you to the right starting place, or tell you if we're not a fit.
Questions
Who actually works on my project?
The senior consultant who scopes your project leads it through delivery and support. We don't have junior or associate consultants, and SI and AI handle the repetitive build work a junior team used to do.
What is the VALUE methodology?
Five principles that shape every engagement: Vision, Adaptability, Leverage, User-centric and Excellence. Each one comes with defined practices, and the migration and release work runs through approval gates you sign off.
Do you work on both Salesforce and HubSpot?
Yes. Vantage Point is a Salesforce Partner and a HubSpot Solutions Partner. We implement across the Salesforce ecosystem and all six HubSpot hubs, so the recommendation follows your requirements.
How do SI and AI fit into delivery?
SI and AI tools draft code, documentation, data transformations, test scripts and configuration during the build phase. Discovery, design and every decision stay with your senior consultant.
Which industries do you work in?
Financial services is our home base: wealth management, banking and credit unions, insurance, mortgage and lending. The same discipline carries into healthcare, professional services and other regulated sectors.
How do we start?
Book a free 30-minute CRM assessment. You talk with a senior consultant about your setup, goals and gaps, and get three recommendations by email. If we're not the right fit, we'll say so.