SUMMIT (PLATINUM) PARTNER
Salesforce Sales Cloud & Quick Start
Vantage Health, is a wealth management firm specialising in advising clients on their pensions, investments and insurance arrangements. They have been based in the Square Mile since 2006, advising City professionals, and supporting growing businesses all over the South East. They currently advise clients on over £25 million in assets and have 200+ clients who trust them to create, build and protect their wealth.
Vantage Wealth had adopted a very manual paper process, little structure to a system heavily based on calls and information collected in spreadsheets, making it difficult to scale. The lack of structure made data analysis and insightful understanding of patterns and trends nearly impossible, leading to missed opportunities and frustration.
Our approach was designed to ensure Vantage Wealth achieved the maximum value from their Salesforce platform investment and engagement with Consleague.
This solution framework provided the features Vantage Wealth required immediately whilst allowing them the flexibility to develop the platform further in the future as their needs changed.
Based on the feedback received during our initial discovery meetings, we were confident to recommend our Salesforce Quick Start service to deliver Vantage Wealth’s requirements with minimal overheads and maximum return on investment.
Rapid delivery of Application Management, Customer and Contact Management, Pipeline and Activity Management, Security Settings, Reports and Dashboard Management, Data Import
Key requirements:
“When I came to Consleague with a sense of what I wanted, their approach was to first challenge my thinking, to relate the strengths of their expertise across all sectors and to then begin to define how the functionality of the Salesforce platform could achieve such an accumulation of marginal gains that it would lead to a leap in productivity in my own business.”
