Practical Salesforce & HubSpot Solutions for Growing Organizations
At Vantage Point, we specialize in straightforward, well-executed CRM implementations for businesses seeking sustainable growth. With deep industry expertise and a proven track record across 400+ engagements, we deliver realistic CRM strategies, thoughtful integrations, and dedicated managed services focused on helping your organization improve operations, strengthen customer relationships, and support revenue goals.
Our Story
Founded in 2018 by David Cockrum, a former COO who recognized the unique technology challenges facing growing organizations, Vantage Point was built to address the CRM needs of modern businesses seeking to improve operations and customer relationships.
From our headquarters in Dallas, Texas, our 100% U.S.-based, employee-owned team has grown to serve over 150 clients across professional services, financial services, and technology companies.
What sets us apart is our approach: we practice what we preach by running our own business on the same Salesforce and HubSpot platforms we implement for clients. This firsthand experience informs every recommendation we make and keeps us grounded in operational reality.
Our recognition as a 2021 Inc. 5000 honoree reflects our steady growth and the trust our clients place in us to deliver reliable, well-executed CRM implementations.
Living Our Own Recommendations
Before we implemented Salesforce for our first client, we implemented it for ourselves.
The Challenge We Faced
As a rapidly growing consulting firm, we were managing client engagements across spreadsheets, email, and disconnected tools. We were advising clients on CRM best practices while struggling with our own operational visibility. The irony wasn't lost on us.
Our Internal Implementation
In 2018, we built our business operations on Salesforce Service Cloud and HubSpot:
Why This Matters to You
Every workflow we recommend, we've already built and refined for ourselves. When we suggest automating client onboarding, it's because we've automated our own. When we recommend certain integrations, it's because they work in our production environment. When we warn against over-customization, it's because we've experienced the maintenance burden firsthand.
"We don't just implement CRM systems. We live in them daily."
Our Methodology: People, Process, Technology
After 400+ implementations, we've learned that successful CRM projects require more than just technical expertise. They require a balanced approach that addresses people, process, and technology—in that order.
People-First Approach
We work alongside your team, not above them. Your people know your business; we know the technology. Together, we design solutions your team will actually use.
We bring proven expertise while remaining open to learning from your unique context and constraints.
Process Excellence
We take responsibility for process design and optimization, not just technology deployment. If workflows don't improve, we haven't succeeded.
We follow through on process documentation, change management, and adoption tracking—the unglamorous work that determines long-term success.
Technology Expertise
15+ Certified Consultants with deep technical knowledge
100+ Years Combined Experience in CRM implementations
Proven Architecture Patterns tested across 400+ engagements
Why This Order Matters
We've seen too many implementations fail because they led with technology. Our approach prioritizes differently:
First, we learn how your team works, what they need, and what resistance we might face
Next, we map current workflows, identify improvements, and design future-state processes
Finally, we configure Salesforce/HubSpot to enable those optimized processes
When you prioritize this sequence, adoption rates increase dramatically and long-term success becomes sustainable.
Meet Our Leadership
Experienced leaders dedicated to driving innovation for modern businesses
David Cockrum
As COO of service organizations and Salesforce user for 13 years, David founded Vantage Point to address the unique CRM needs of modern businesses seeking to scale efficiently and enhance customer relationships. Led digital transformation initiatives for Fortune 500 companies.
Randy Wandell
Specializing in business compliance, security, and Salesforce integrations, Randy empowers teams through capability building and operational excellence. Previously led enterprise implementations for top-tier organizations.
What We've Learned Over 400+ Projects
Seven years of CRM implementations have taught us what actually works—and what to avoid.
What Works
Phased implementations with clear milestones (not "big bang" launches)
Heavy focus on user training and adoption (technology is easy, people are hard)
Process optimization before technology deployment
Conservative customization with preference for standard features
Regular check-ins and iterative improvements post-launch
What We Avoid
"Big bang" launches with too many features at once
Over-customization that creates maintenance burden
Promising specific ROI without understanding client baselines
Implementations without proper change management
Technology-first approaches that ignore process realities
Our Commitment
We'd rather set realistic expectations and exceed them than promise transformation and deliver incremental improvement. Our 95%+ client retention rate suggests this approach resonates with organizations seeking sustainable, long-term partnerships rather than quick fixes.
Ready to Have an Honest Conversation?
Let's discuss whether we're a good fit for your CRM needs—no pressure, just a straightforward assessment of how we can help.
Schedule Free Consultation