As an organization committed to empowering individuals and communities, we recognize the importance of Dr. King's teachings in our daily work. This day serves as a powerful reminder of our collective responsibility to create positive change. Vantage Point will be closed on Monday, January 20, 2025, and will resume normal business hours on Tuesday, January 21st.
Vantage Point
IT 服务与咨询
Dallas，Texas 4,784 位关注者
The Salesforce Consulting Partner for Financial Services
关于我们
The Salesforce Consulting Partner for Financial Services We are an employee-first and client-success-focused boutique end-to-end Salesforce Silver Consulting Partner with an exclusive focus on Financial Services and deep expertise across all Salesforce products. We partner with our clients to help them get the most out of their investment in the Salesforce platform to meet business goals and objectives. Our full suite of Salesforce Consulting services includes cloud implementations, marketing automation, integrations, data migrations, advisory, and managed services. Whatever your needs, we're here to serve. Salesforce Partner. Tableau Partner. Financial Services Cloud. Sales Cloud. Service Cloud. Experience Cloud. Pardot. Marketing Cloud. CPQ. Mulesoft. Datorama. Interaction Studio. Salesforce Scheduler. High Velocity Sales. Tableau CRM.
- 网站
-
https://vantagepoint.io
Vantage Point的外部链接
- 所属行业
- IT 服务与咨询
- 规模
- 11-50 人
- 总部
- Dallas，Texas
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Salesforce、Salesforce Consulting、Salesforce Development、Salesforce Configuration、Data Migration、Integrations、Salesforce Sales Cloud、Salesforce Service Cloud、Salesforce Financial Services Cloud、Salesforce Pardot、Salesforce Enablement Cloud (MyTrailhead)、Salesforce Productivity Cloud (Quip)、Salesforce Community Cloud、Salesforce Analytics (Tableau)、Salesforce Integration Cloud (Mulesoft)、Salesforce Engagement Cloud (Heroku)、Salesforce High Velocity Sales (HVS)、Salesforce Lightning Dialer、Salesforce Digital Engagement、Salesforce Sales Cloud、Salesforce Service Cloud、Datorama、Heroku、Salesforce Experience Cloud和Mulesoft
地点
-
主要
获取路线
US，Texas，Dallas
Vantage Point员工
动态
-
Happy New Year from all of us at Vantage Point! Wishing you a joyous and safe start to the year ahead. Here's to a fantastic new beginning! In observance of New Year's Day, Vantage Point will be closed on 1/1, resuming normal business hours on 1/2.
-
-
As we celebrate this joyous season, we want to take a moment to extend our warmest wishes to our dedicated team, valued clients, and supportive partners. Christmas is a time for reflection, gratitude, and togetherness, and we are grateful for each of you. Vantage Point will be closed on Tuesday, December 24th and Wednesday, December 25th, and will resume normal business hours on Thursday, 12/26.
-
-
From all of us at Vantage Point, we wish you a warm and joyful Thanksgiving filled with love, laughter, and delicious food. May your holiday be as wonderful as the relationships we cherish! In observance of Thanksgiving, our offices will be closed on Thursday, 11/28, and Friday, 11/29. We will resume normal business hours on Monday, 12/1.
-
-
Scott Y. and Kelly Stone - Way to represent the team this week in New York at Agentforce World Tour! We appreciate you both! #VantagePoint #Salesforce #DataCloud #Agentforce #Teamwork #WorldTour
A fun and educational couple of days in NYC with my partner Kelly Stone at Agentforce New York World Tour! We were fortunate to have some collaborative meetings at the Salesforce Tower on Tuesday and then dug in and got hands-on with Agentforce with some colleagues at World Tour! This event confirmed for us the commitment Vantage Point has made to ensure our entire organization gets AI certified by January 1, 2025 is a great investment of our time and energy. We are poised to support our partners at Salesforce as they help their customers get started with Agentforce in the coming months and throughout 2025. Let's go!
-
-
Transforming Financial Services with Salesforce | 7-Time Salesforce Certified | Founder and CEO of Vantage Point
Kelly Stone will attend tomorrow's Salesforce Data Cloud GTM event for partners, which will be held at the Salesforce Tower in Chicago. If you see her around, say hi and learn how Vantage Point can help you maximize your investment in Salesforce—including Data Cloud! ?? #alwayslearning #enablement #vantagepoint #datacloud #saleaforce #financialservices #gtm #teamwork
-
-
Transforming Financial Services with Salesforce | 7-Time Salesforce Certified | Founder and CEO of Vantage Point
The reality is that financial services organizations face unique challenges that generic Salesforce implementations simply can't address. From complex transaction dispute management to regulatory compliance requirements, you need a partner who truly understands your business. What makes the difference? It's having consultants who have actually worked in financial services and understand the nuances of retail banking, commercial lending, wealth management, and insurance. At Vantage Point, our team brings deep industry expertise combined with comprehensive Salesforce platform knowledge. The results speak for themselves. Our financial services clients are seeing dramatic improvements: ? 27% reduction in administrative tasks for wealth management professionals ? Streamlined loan underwriting processes ? Enhanced customer service with AI-powered tools ? Automated compliance workflows ? Unified client data across all touchpoints Whether you're planning a new implementation, optimizing your existing org, or need ongoing managed services, having the right partner is critical. The financial services landscape is too complex and the stakes are too high to work with generalists. Let's connect if you'd like to discuss how we can help your institution leverage Salesforce to drive meaningful business outcomes. Our team of former industry practitioners is ready to help you unlock the full potential of the platform. #FinancialServices #Salesforce #DigitalTransformation #Banking #WealthManagement #Insurance #VantagePoint
-
This Veterans Day, we honor the brave men and women who have served our nation with distinction. From all of us at Vantage Point, thank you for your sacrifice and dedication. Your legacy of service inspires us every day. #VeteransDay2024 #HonorAndRespect
-
Transforming Financial Services with Salesforce | 7-Time Salesforce Certified | Founder and CEO of Vantage Point
Don’t miss the opportunity to connect with our team at Vantage Point in New York for the Salesforce Agentforce World Tour in two weeks! ?? #VantagePoint #WorldTour #Agentforce #Salesforce
Salesforce Agentforce World Tour NYC is right around the corner! DM Kelly Stone and Scott Y. to find a time to connect! #Salesforce #VantagePoint #WorldTour #AgentForce #NYWT https://lnkd.in/e4qzYS_Y