Services we provide
- CRM-implementering
- CRM-migrering
- Egendefinerte API-integrasjoner
- Implementering av helpdesk
Industries we specialize in
- Banking/financial services
- Business services - general
- Finance & insurance
- Real estate
Budgets we work with
Languages we support
- English
Regions we serve
- North America
About Vantage Point
Vantage Point is a boutique consulting partner focused on financial services, now offering HubSpot and Salesforce integration solutions. Founded by a former financial executive with 15+ years of Salesforce expertise, we serve wealth management, banking, insurance, and mortgage clients from community institutions to global corporations. Our core values—Ownership Mentality, Collaborative, Tenacious, and Humbly Confident—drive our client-first approach, resulting in a 4.9/5.0 satisfaction score. Our US-based team provides tailored marketing automation and integration services connecting HubSpot with Salesforce. This partnership extends our ability to deliver comprehensive solutions for financial services clients, leveraging our specialized industry expertise. With transformations including scaling a wealth management firm from $400M to $4.5B AUM, we're uniquely positioned to maximize your marketing technology investments.
Client Reviews for Vantage Point
5.0
1
1 Review
- 17. juni 2025
Professional and Reliable Company
We currently utilize HubSpot in tandem with Salesforce for our marketing needs, and Vantage Point has consistently been a reliable partner in resolving any Salesforce-related issues. Recently, we encountered an issue with lead rotation/assignment originating in HubSpot that needed to be directed to Salesforce. We brought this matter to the attention of Vantage Point to ensure that the problem was not stemming from Salesforce. Vantage Point agreed to join a call, where we discussed both systems and decided to further investigate the issue. After trying a few potential solutions, the problem was resolved. The team was effectively communicating and troubleshooting, ensuring a swift resolution. We're pleased to know that Vantage Point will extend its support to both platforms in the future
Professional and Reliable Company
We currently utilize HubSpot in tandem with Salesforce for our marketing needs, and Vantage Point has consistently been a reliable partner in resolving any Salesforce-related issues. Recently, we encountered an issue with lead rotation/assignment originating in HubSpot that needed to be directed to Salesforce. We brought this matter to the attention of Vantage Point to ensure that the problem was not stemming from Salesforce. Vantage Point agreed to join a call, where we discussed both systems and decided to further investigate the issue. After trying a few potential solutions, the problem was resolved. The team was effectively communicating and troubleshooting, ensuring a swift resolution. We're pleased to know that Vantage Point will extend its support to both platforms in the future
Hull, O.
Services we provide
- CRM-implementering
- CRM-migrering
- Egendefinerte API-integrasjoner
- Implementering av helpdesk
Industries we specialize in
- Banking/financial services
- Business services - general
- Finance & insurance
- Real estate
Budgets we work with
Languages we support
- English
Regions we serve
- North America