Rapid CRM Implementation
Accelerate Your Time to Value
Transform your CRM investments into revenue-generating marketing engines with our accelerated program — typically completed in 60-90 days, not the typical 6-12 months.
Our Commitment
Single Point Accountability — No vendor coordination headaches
Why This Powerful Program Matters for Your Firm
VANTAGE POINT has partnered with TE+A MARKETING to solve the #1 challenge facing financial services firms:
"How to turn your expensive CRM investments into revenue-generating marketing engines."
Firms invest heavily in CRM platforms
Yet struggle to generate marketing ROI
CRM technical implementation doesn't equal marketing execution
Our Solution
Bridge this gap to deliver fully operational marketing systems, typically within 60-90 days
Combining Elite CRM Implementation + Top-Tier Marketing Campaign Creation for Financial Services Firms
What Makes Our Program Different
Six key advantages that set our rapid implementation program apart from traditional approaches
Single Point Accountability
No vendor coordination headaches — we handle everything
Rapid Results
Most implementations complete within 60-90 days
Financial Services Experts
Extensive combined experience in your industry
Complete Solution
From CRM setup through campaign execution
Senior-Level Team
Experienced, certified consultants on every project
Proven Process
Battle-tested methodology with exceptional client retention
What's Included in Our Program
A comprehensive accelerated transformation program
CRM Foundation (Days 1-30)
- Complete CRM audit and cleanup
- Custom field and object configuration
- Workflow and automation setup
- Integration with key systems
- Dashboard and reporting setup
- Team training and onboarding
Campaign Launch (Days 31-60)
- Marketing strategy development
- Campaign design and content creation
- Email template and landing page build
- Automation workflow implementation
- Lead scoring and nurture setup
- Live campaign launch and optimization
Expected Results
Typical outcomes our clients experience
Ready to Accelerate Your CRM ROI?
Transform your CRM from an expense into a revenue-generating engine with our accelerated implementation program. Let's discuss how we can work with your firm.