MSP Signal ranks Vantage Point #6,539 of 45,453 IT service providers nationally. Vantage Point is an IT service provider in Dallas, TX, founded 2007, with 66 staff. It offers Salesforce Implementation, Hubspot Implementation, CRM Consulting.
Source: MSP Signal, Vantage Point company profile, Oct 29, 2026, https://mspsignal.com/msp/vantage-point
Score breakdown
5 pillars · weighted · 60.7 / 100Signal feed
1 events · 26 wks ending Oct 6, 2026Reputation
Google · 0 reviewsServices and offer
from their siteWeb & search
MSPSIG.RPT search scan · technical record▸ Open technical record · web maturity 100 / 100
Record & location
HQPeople & hiring
10 tracked · 2 leadersRecognition, news & about
public sourcesIn their own wordsVantage Point is a senior-led CRM consulting firm focused on serving organizations in regulated industries, particularly in the financial services sector. Founded by David Cockrum, a former COO with extensive Salesforce experience, the company emphasizes a unique delivery model where the same senior consultants who design solutions also implement them. Vantage Point operates as a fully remote, US-based organization, boasting a strong track record with over 150 clients and a 95% client retention rate. The firm offers a comprehensive range of services, including CRM strategy and implementation, AI-augmented automation, dual-platform integration, and client experience transformation. Vantage Point specializes in Salesforce and HubSpot solutions, ensuring compliance and security for clients in financial services, healthcare, and other regulated sectors. With partnerships with leading technology platforms like Salesforce, HubSpot, and Snowflake, Vantage Point is recognized for its expertise in helping clients achieve their business goals through effective technology integration and support.
What they say about themselves
site quotations · unconfirmed“See all client results In their words Why clients stay for years Feedback from wealth management, banking and investment management clients.”
“David Cockrum founded it in 2018 after years on the client side of CRM, including as a financial services COO.”
“Nancy Arias Wilshire Advisors You guys have worked with us for years now and understand our Salesforce instance in a way that some random other firm doesn’t.”
“Learn More -> Healthcare HIPAA-aware CRM implementations for healthcare providers, health systems, and life sciences companies.”
“Our team has lived with SEC/FINRA, BSA/AML, HIPAA, GDPR, and SOC 2 from the client side, not just the consultant side.”
“Our certified Copado experts implement automated release pipelines that ensure quality, security, and compliance at scale.”
“Certified Salesforce and HubSpot Specialists deliver your project from scoping to launch.”
Frequently asked questions
reuses public facts · FAQ schemaWhere is Vantage Point located?
25 Highland Park Vlg.
How many people work at Vantage Point?
Vantage Point has 66 staff.
What services does Vantage Point offer?
Salesforce Implementation, Hubspot Implementation, CRM Consulting, Data Migration, System Integration, AI Services, Compliance Security, Managed Services, Braze Consulting, Workflow Automation, Change Management.
What compliance frameworks does Vantage Point serve?
HIPAA, GDPR.
How does Vantage Point rank among IT providers in Dallas?
#72 of 470 observed providers in Dallas; #6,539 of 45,453 nationally.
Is Vantage Point claimed on MSP Signal?
Not claimed.