Transform Your CRM with Our Accelerated Approach
Salesforce & HubSpot solutions that deliver substantial pipeline growth for financial services firms. FINRA compliant, proven methodology, measurable results.
Transparent Investment Guidance
Every engagement is customized to your needs. Here's what to expect:
- Core CRM setup
- Basic integrations
- User training
- Full implementation
- Advanced automation
- Change management
- Digital transformation
- Multi-cloud solutions
- Custom development
- 24/7 support
- Continuous optimization
- Priority access
💡 Most clients see ROI within 6-12 months • Free initial assessment included
Get Custom Pricing for Your ProjectComprehensive Service Offerings
Specialized solutions for financial services firms seeking to maximize CRM ROI
Salesforce Implementation
Expert implementation of Salesforce Financial Services Cloud, Sales Cloud, Service Cloud, and custom solutions tailored to your business needs.
- Financial Services Cloud
- Sales & Service Cloud
- Custom Objects
- Data Migration
Implementation & Integration
Seamless implementation and integration services that connect your systems and streamline workflows across your entire technology stack.
- System Integration
- API Development
- Data Sync
- Workflow Automation
Strategic Advisory
Strategic consulting to align technology investments with business objectives and maximize ROI from your CRM platforms.
- Technology Roadmap
- Digital Strategy
- Change Management
- ROI Analysis
Managed Services
Ongoing support, maintenance, and optimization services to ensure your Salesforce and HubSpot platforms deliver continuous value.
- 24/7 Support
- Platform Optimization
- Admin Services
- User Training
AI & Automation
Leverage AI and intelligent automation to transform operations, enhance customer experiences, and drive efficiency with AgentForce.
- AgentForce
- Process Automation
- AI Predictions
- Einstein Analytics
CRM & Marketing Automation
Comprehensive CRM and marketing automation solutions to enhance customer engagement and drive revenue growth.
- Lead Management
- Campaign Automation
- Customer Segmentation
- Analytics
AI Personalization
Deliver personalized experiences at scale with AI-powered personalization engines that understand and anticipate customer needs.
- Predictive Analytics
- Content Personalization
- Customer Insights
- Behavioral Tracking
System Integration
Connect disparate systems and create a unified technology ecosystem that enables seamless data flow and business process automation.
- API Integration
- ETL Processes
- Real-time Sync
- Legacy System Integration
Compliance & Security
Ensure your CRM platforms meet regulatory requirements and industry standards with robust security and compliance frameworks.
- FINRA Compliance
- Data Encryption
- Audit Trails
- Security Reviews
Advisory & Change Management
Guide your organization through digital transformation with expert change management and organizational development strategies.
- Change Strategy
- Training Programs
- User Adoption
- Stakeholder Engagement
Custom Consulting
Tailored consulting services designed to address your unique business challenges and unlock new opportunities for growth.
- Custom Solutions
- Business Process Design
- Technology Selection
- Proof of Concept
Workflow Automation
Automate repetitive tasks and streamline business processes to increase efficiency and reduce operational costs.
- Process Flows
- Approval Automation
- Task Management
- Notifications
Why Choose Vantage Point?
Partner with a team that combines technical expertise with deep industry knowledge
Industry Expertise
Deep domain knowledge across multiple industries with specialized focus on complex business needs.
Proven Results
Track record of successful implementations delivering measurable ROI and business transformation.
Expert Team
Certified consultants with extensive experience in Salesforce, HubSpot, and enterprise integrations.
Client-Centric Approach
Tailored solutions designed around your specific business objectives and organizational culture.
Frequently Asked Questions
Get answers to common questions about our services
How long does a typical implementation take?
Implementation timelines vary based on scope and complexity. During discovery, we'll provide a detailed timeline specific to your project. Most standard implementations complete within 8-12 weeks, while Quick Start projects may be completed sooner and enterprise transformations may require additional time.
Do you offer fixed-price engagements?
Yes! We offer both fixed-price and time-and-materials options. Most clients prefer fixed-price for predictable budgeting. We'll provide a detailed scope and pricing during your free assessment.
How do you ensure FINRA and SEC compliance?
Compliance is built into every project from day one. Our team has deep expertise in financial services regulations and we implement controls, audit trails, and security measures that meet FINRA, SEC, and SOC 2 requirements.
Will we need to pause operations during implementation?
No. We design implementations to minimize disruption. Most work happens in parallel with your daily operations. We schedule go-live during off-hours and provide comprehensive support during the transition.
What happens after go-live?
We provide 30 days of post-launch support included with every implementation. After that, clients can choose our managed services for ongoing support, optimization, and continuous improvement (starting at $5K/month).
Do we need in-house technical resources?
Not necessarily. We provide everything from strategy to implementation to training. Many clients operate successfully without a dedicated Salesforce admin, relying on our managed services instead.
Ready to Transform Your Pipeline?
Schedule your free CRM assessment and get a custom implementation roadmap—no obligation required.