Sample Requests

Smart Solutions to Sample Requests

GOAL: Streamline the sample request process and manage the data it generates. Managing sample requests is another consistent process in the manufacturing space. Customers often want to sample a product before moving forward with a quote. Sample request data can provide key insights into product preference and consumer feedback on product innovation. A consistent challenge for manufacturers is how to … Read More

Account Management

Smart Solutions - Account Management

GOAL: Understand the difference between Influencer Accounts and Transactional Accounts – and why it matters. Accounts represent the groups with which an organization executes business activities such as attending meetings, sending quotes, and ultimately selling products or services. Some of these pre-sale activities are not related to the customer but instead a group or individual working on behalf of the end … Read More

Jeff Bryan Joins Mountain Point Sales Team

Jeff Bryan - Regional Sales Director

Mountain Point is excited to announce the addition of Jeff Bryan to our Sales organization. Jeff is based out of Nashville, TN and has 10 years of Salesforce experience as an end user and as a Consultant in both the commercial and public sector. He holds an MSBA from the University of Memphis and is a Certified Salesforce Administrator and … Read More

Salesforce Lead Management / Tradeshows

Smart Solutions to Common Needs in Manufacturing

GOAL: Bridge the gap between Marketing and Sales to identify, qualify, and nurture leads. Tradeshows are a shared experience for all manufacturers wanting to expose and expand their products and brands to the market. Whether they capture leads through a landing page form on a tablet or computer, scanning badges, or a simple lead sheet on a clipboard, the main … Read More

Sam Steele Joins Mountain Point Sales Team

Sam Steele

Mountain Point is excited to announce the addition of Sam Steele to our Sales organization. Sam is based out of Pittsburgh, PA. He holds an MBA from Penn State University and brings over a decade of both end user and consulting experience from within the Salesforce ecosystem.  He is a former Salesforce admin and is currently a Salesforce Accredited Sales … Read More

Mountain Point Team Earns 3 New Certifications


Mountain Point is proud to announce we’ve obtained 3 new certifications over the past 2 weeks! Both Bryan Zelinski and Julie Corrigan successfully passed the Salesforce Admin certification, and Linsey Billings was able to achieve the Sales Cloud Consultant certification. This now gives Mountain Point 19 total Salesforce certifications and they’re not done yet! Mountain Point’s Bryan Zelinski owes his … Read More

Wave Analytics – Lenses and Dashboards

Wave Analytics - Lenses and Dashboards

Sometimes the Standard Dashboards provided by Salesforce do not capture all of the data you need to see, or there are some Objects that you have added as Datasets and now, you need to create some Dashboards to show that data. This post will talk through how to create Lenses, Dashboards, and filters, alongside of  some tips. Dashboards Before you … Read More

The 4 D’s that Drive a Successful Digital Transformation

4 Ds of Digital Transformation

By Linsey Billings I recently came across an article published by McKinsey & Company, a global management consulting firm, describing the 7 Decisions they believe matter most in a digital transformation. As a consultant who helps clients with their digital transformations, I found much of this information to be true. There are four key components that drive McKinsey’s questions and … Read More

How Salesforce Communities can Help Manufacturers


Written by Linsey Billings Manufacturing companies often work with a variety of stakeholders such as partners, distributors, suppliers, and direct customers. Each of these groups require insight into certain areas of the manufacturer’s data. For example, if you are a manufacturer, you would want to provide your outside sales reps with access to leads and accounts so that they can build … Read More

Manufacturing Gets a Huge Win with AI

Manufacturing and Artificial Intelligence

By Linsey Billings Watson and Einstein come together on a quest to spread artificial intelligence across new boundaries. IBM’s Watson can take real-time data such as weather updates and exchange that information with Salesforce’s Einstein who will then share this information with its affected customers. An example given by Marc Benioff during a CNBC interview on Monday, was if a … Read More