About
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. His operational background gives him a unique perspective on implementing CRM solutions that actually work in the real world.
"We don't just implement CRM systems. We live in them daily. That's what makes us different."
Areas of Expertise
Certifications
Professional Experience
Founder & CEO
Founded and leads a 100% U.S.-based, employee-owned CRM consulting firm serving 150+ clients across professional services, financial services, and technology companies. Recognized as Inc. 5000 honoree in 2021.
Chief Operating Officer
Led operational transformation initiatives and implemented Salesforce as a core business system. Managed cross-functional teams and drove process improvements that increased operational efficiency by 40%.
Digital Transformation Consultant
Advised enterprise organizations on technology adoption and change management strategies. Led multiple CRM implementation projects serving diverse industries.
Education
MBA, Business Administration
Bachelor of Science, Business
Key Achievements
Ready to Work With Our Team?
Connect with David and our expert team to discuss how we can help transform your CRM strategy.