Vantage Point Consulting

EXPERIENCE. EXPERTISE. EXCELLENCE. We have been creating customized technology and cloud solutions for independent advisory firms going through rapid growth for more than 12 years. We know your business and we know Salesforce, which allows us to move quickly and provide you with deeper insights and ultimately deliver a superior solution. In short, we are THE Salesforce expert partner for financial services. Contact us today to learn how we can help create significant value and lasting impact for your business. LET'S TALK financial-service-cloud The Vantage Point Experience network-red Our People We know Salesforce and we know your business. Our Salesforce consultants bring to you talent of the highest caliber to produce the best results. We go above and beyond with our customer service, offering around-the-clock expert support to ensure complete satisfaction. Our promise Red 100 Our Promise We become an extension of your team, serving as true partners and not just another consulting firm. We treat your business goals as if they were our own: We become obsessed with your success. We put your needs first no matter what, with dedicated resources focused only on the success of your project. execution-red Our Process We bring to you a distinctive approach to kick-starting and accelerating your technology transformation. We challenge the existing thinking, pushing the boundaries of what’s possible to deliver step-change outcomes. We create impactful results, not deliverables. Partnerships Salesforce Salesforce Orion Advisor Services Orion Advisor Services TD Ameritrade Institutional TD Ameritrade Institutional Our core values drive us and guide us CLIENT COMES FIRST We are devoted to maintaining a client-first culture in which we always put the needs of the client ahead of our own. STRIVE FOR EXCELLENCE We demand excellence in all that we do, challenging ourselves to go beyond the status quo to perpetually improve. INNOVATION IN OUR GENES We are a team of creative problem-solvers who are always looking for innovative ways to deliver cutting edge solutions. EAGER TO LEARN & GROW We are always focused on self-improvement, challenging ourselves to get comfortable with the uncomfortable. PASSION FOR IMPACT Our passion for creating positive impact drives us to go above and beyond to deliver the best client experience. ENTREPRENEURIAL SPIRIT & AMBITION We know that to be our best we must take calculated risks, spot new opportunities and develop talent to embrace change. Our Salesforce Implementation Process Aspire Aspire Align on a clear, inspiring plan; Challenge what’s possible by exploring disruptions beyond your ecosystem Discover Discover Clearly understand your business’ strategic objectives, current technology stack and end-user requirements Design Design Design a customer-centric and technology enabled solution blueprint Develop Develop Create a scalable, elegant solution that fits all your needs Refine Refine Test, validate and improve on functionalities; Incorporate lessons from design prototype Deploy Deploy Work with your team to install all metadata into production Migrate Migrate Migrate your legacy data into Salesforce.com Report Report Create dashboards and reports to drive your data-empowered business Train Train Provide capability building and change management to empower your team Go Live Go Live Begin using your new system Every business is unique. Contact us to discuss a custom solution just for you. LET’S GET STARTED VPG-logo Salesforce Registered Consulting Partner Badge QUICK LINKS About Us Salesforce Services Salesforce Clouds Careers Blog Let's Talk SALESFORCE SERVICES Consulting System Evaluation Implementation Quick Start Health Check Integration Support Training SALESFORCE CLOUDS Sales Cloud Financial Services Cloud Service Cloud Marketing Cloud Community Cloud Pardot High Velocity Sales CONTACT US 25 Highland Park Vlg, Ste 100-467 Dallas, TX 75205 469.499.3400 info@vantagepoint.io