Vantage Partners is a consulting and training firm that helps companies innovate more quickly, execute with greater discipline, and collaborate more effectively, for sustained impact and growth.
Headquartered in Boston, we serve clients worldwide, across multiple sectors including biopharmaceuticals, healthcare, energy, financial services, high-technology, and manufacturing. We combine three decades of practical experience with an ongoing commitment to thought leadership. Our founders have served on the faculties of Harvard University, the Tuck School of Business at Dartmouth, the U.S. Military Academy at West Point, and have published award-winning books and multiple articles in the Harvard Business Review and other leading journals.
Working with Vantage
Our approach at Vantage is dynamic, collaborative, and uniquely hands-on. We never impose our expertise, but fuse it with our clients’ for exponential impact. At the same time, we challenge organizations to shake off their assumptions and consider problems from unorthodox angles.
We’re sized to deliver global perspective and a robust range of services, but small enough to be nimble, responsive, and personal. Seasoned consultants helm every engagement and partners are closely involved from start to finish. Our clients can count on seamless communication, authentic conversations, and caring, down-to-earth people.
ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We help SaaS companies proactively manage customer relationships, measure customer health, minimize churn and maximize revenue.
We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences.
You succeed when your customers succeed. In the day of big data, don’t forget that its people using your product. There are a lot of services offering to tell you what they’re doing, but that’s not enough. You need to know why. That’s how you reduce churn and increase revenue.
ClientSuccess is a simple yet sophisticated solution that both the front-line CSMs and the Executive team will love. For the CSMs, we bring together the tools, best practices, insights and analytics they need to proactively manage their customers. For the Executives, we deliver the deep analytics, metric and reports to provide a comprehensive view of the health of their SaaS business. Our clients love to use our solution. Every day, all day.
AccountEdge offers full-featured accounting software for your small business, on the Mac or Windows desktop. With AccountEdge, you own your software and your critical financial data. Each year, we offer upgrades at a discounted price, but it’s always your choice. Compare our cost of ownership over time to our competitors and you’ll see why we’re proud of helping you “spend hundreds not thousands.”
Use our optional web companion service, AccountEdge Connect, and get browser-based data entry, customer portal, and other web tools.