Unlock the potential of Salesforce Flow with Summer '24's Action Buttons (Beta)! Execute actions without leaving the screen, streamline processes, and provide a seamless user experience. #SalesforceFlow #Automation
Vantage Point
IT Services and IT Consulting
Dallas, Texas 4,449 followers
The Salesforce Consulting Partner for Financial Services
About us
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.
- Website
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https://vantagepoint.io
External link for Vantage Point
- Industry
- IT Services and IT Consulting
- Company size
- 11-50 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 2018
- Specialties
- 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, and Mulesoft
Locations
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Primary
Get directions
Dallas, Texas, US
Employees at Vantage Point
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Elyse Lyons
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Mara Cox
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Robert Haines
Sr. Salesforce Consultant @ Vantage Point | CRM Expert, Salesforce Certified Admin, 25+ Years in Technology
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David Shawn Rogers
CRO | Revenue Accelerator | GTM Expert | Inclusive Team Builder and leader with a passion for developing and empowering high-performing teams
Updates
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Celebrating Freedom and Innovation this Independence Day! As we honor the spirit of American Independence, Vantage Point reflects on the values that drive our nation and our business forward: liberty, perseverance, and the pursuit of excellence. To our valued network: • Enjoy a safe and joyous 4th of July • We'll be closed on July 4th to celebrate with our families • Back to serving you on July 5th with renewed energy How are you marking this day of freedom and opportunity? Share your plans or favorite 4th of July tradition below! #IndependenceDay #BusinessLeadership #AmericanInnovation #VantagePoint
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Elevate your sales game with Salesforce's AI-powered tools! Harness predictive analytics to forecast trends and make data-driven decisions. Empower your team with insights that drive efficiency and growth. #Salesforce #AIPowered #SalesBoost
Vantage Point - Boost Sales with Salesforce AI Tools: Drive Results Efficiently
blog.vantagepoint.io
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Maximize your Salesforce investment by boosting user adoption! Let's make Salesforce work for you! #SalesforceAdoption #BusinessGrowth
Vantage Point - Boost Salesforce Adoption: 5 Strategies for Financial Services
blog.vantagepoint.io
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From all of us at Vantage Point, Happy #FathersDay to the incredible fathers in our lives!
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Financial services admins, take note! Slack's June 2024 updates include new channel manager invitation restrictions on Enterprise Grid. This feature allows only channel managers and admins to invite users to private channels, enhancing control over sensitive information. This is crucial for maintaining the integrity of data shared within your team. Stay compliant and secure with these new capabilities. #SlackUpdates #FinancialServices
Slack's June 2024 Updates for Financial Services Admins
blog.vantagepoint.io
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Vantage Points's May Insights: Salesforce empowers financial firms with AI & digital transformation: *Einstein Copilot's generative AI *Unified data & analytics *Industry automation *Self-service portals *Vantage Point guides change management to maximize value. The future: proactive, personalized financial services powered by Salesforce + AI. #FinancialServices #Salesforce #AI #DigitalTransformation
Vanatge Point May Insights - Empowering Financial Services with Salesforce AI:
blog.vantagepoint.io
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Vantage Point reposted this
Financial firms can leverage Slack AI to summarize and share knowledge across teams, making decision-making faster and more efficient. #knowledgeSharing #decisionMaking #financialservices
Vantage Point - Financial Services Productivity Increases with Slack AI
blog.vantagepoint.io
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The Salesforce Summer Release ‘24 introduces Einstein Copilot, a pivotal AI-driven feature tailored for Financial Services. This innovative tool assists customer service representatives by generating comprehensive account summaries and emails for renewals and payments. By leveraging assistive and generative AI, it streamlines the workflow, allowing representatives to focus on delivering personalized service. The result? Enhanced efficiency, informed customer interactions, and timely communication—all crucial elements in fostering trust and satisfaction within financial institutions. #Salesforce #EinsteinCopilot #FinancialServices
Vantage Point - Salesforce Summer ‘24: Revolutionizing Financial Services
blog.vantagepoint.io
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In honor and remembrance of those who made the ultimate sacrifice in service to our country, Vantage Point will be closed on Memorial Day, Monday, May 27th, and resume normal business hours on Tuesday, May 28th.
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