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Careers
CONTACT
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Home
About
Services
Blog
Careers
CONTACT
Open Menu Close Menu

Home
About
Services
Blog
Careers
CONTACT


THE SALESFORCE CONSULTING PARTNER FOR FINANCIAL SERVICES



We enable today’s leaders to solve complex business challenges and unlock the
full potential of the Salesforce platform.

Contact Us


TRUSTED BY INDUSTRY LEADERS

Clients

Dec 27, 2020Wealth ManagementDavid Cockrum
Dec 27, 2020Wealth ManagementDavid Cockrum
Dec 27, 2020Wealth ManagementDavid Cockrum
Dec 27, 2020Wealth ManagementDavid Cockrum
Dec 27, 2020Wealth ManagementDavid Cockrum
Dec 27, 2020Wealth ManagementDavid Cockrum

Success Stories

> “Out of all of the vendors we have tried to work with, and it was many over
> the years, Vantage Point is the only Salesforce consulting team who has
> actually delivered on their contract, their commitments, and their skills
> above and beyond expectation. Fast, skilled, and knowledgeable across all of
> Salesforce. Have already and will continue to contract with them.”

— Lido Advisors


150+

Happy Customers and Growing


4.9/5

CSAT score on
AppExchange


100%

Salesforce Certified
Team


100%

US-based & Employee
Owned


OUR CORE FOCUS


PURPOSE

Building a great company with great people. Achieving great results.




NICHE

Salesforce Professional Services.




SERVICES

Advisory, Implementation, Optimization, and Managed Services




PLATFORMS

Salesforce, Slack, Tableau, Marketing Cloud, and Mulesoft/third-party
integrations


Learn More


THE VANTAGE POINT DIFFERENCE


 * SALESFORCE FOCUSED
   
   
   Salesforce Financial Services Top 25 North America Partner
   
   


 * FINANCIAL SERVICES EXPERTS
   
   
   Deep Financial Services industry experience. Former industry practitioners.
   
   


 * BOUTIQUE APPROACH
   
   
   Boutique high-touch approach to sales and service.
   
   

Learn More


EVERY BUSINESS IS UNIQUE. LET’S TALK.

Contact Us

+1 469-499-3400
sales@vantagepoint.io