Post Tradeshow Activities for Manufacturers using Salesforce

Post Trade Show Activities Using Salesforce

By Linsey Billings We have seen a pattern with our manufacturing clients asking what they should do with their badge scans and lead lists they’ve received from a recent tradeshow. Oftentimes, they share the same challenges of getting those Leads into Salesforce, identifying whether those Leads already exist in the System as either a Lead or a Contact, tracking activity … Read More

Event Marketing with Pardot

Event Marketing with Pardot

by Holland Dotts, Salesforce Certified Pardot Consultant Conferences, Expos, and Trade Show events are an excellent way for companies to gain visibility and network within a specific industry, but in order to maximize effectiveness (and ROI), it’s important to take a close look at your marketing strategy as it relates to such an event. With a large gathering of professionals … Read More

Wave Analytics & Extra Objects

Wave Analytics and Extra Objects

By Billy Weisgerber In a previous blog post, we talked about how to generate YoY and MoM Reports & Dashboards utilizing formula fields and applying those as filters. In this blog post and an upcoming post, we will be walking through how to create a custom dataset, how to create your own dashboard, and how to edit a standard dashboard … Read More

Comparing Sales Data In Salesforce

Comparing Sales Data in Salesforce

By Billy Weisgerber Month over Month (MoM) & Year over Year (YoY) This post assumes you have integrated your ERP and are bringing in sales data into Salesforce. Challenge: A lot of times Customers ask for a way to compare their sales of the CY versus LY (YoY), which can easily be managed with standard Salesforce reporting, but they also … Read More

Linsey’s Top 5 Spring 17 Release Lightning Features for Manufacturing

Linsey's Top 5 Spring '17 Release Features

Watch the Demo Video By Linsey Billings, Business Analyst, Salesforce Certified Administrator Salesforce’s Spring ‘17 release includes far too many great features to cover in a reasonably sized blog article, but the Top 5 Features explained here create solutions to common issues for our Manufacturing clients. In some cases, we had custom development planned to solve issues that were resolved … Read More

20 Most Promising ERP Solution Providers 2017


Mountain Point Named to CIOReview’s “20 Most Promising ERP Solution Providers 2017” FREMONT, CA— Mountain Point has been recognized as one of the top 20 ERP Solution Providers of 2017 by CIOReview Magazine. “It’s a great honor to select Mountain Point as one among the 20 Most Promising ERP Solution Providers of 2017,” said Jeevan George, Managing Editor of CIOReview. … Read More

Billy Weisgerber Receives Community Cloud Certification


Yesterday, Mountain Point’s Billy Weisgerber shared an internal memo bearing great news of his recent achievement: Billy successfully passed the Salesforce Community Cloud Consultant exam! The Salesforce application allows customers, partners, and employees to better connect, and with the introduction of Einstein AI, it now boasts predictive artificial intelligence. In addition to the good news, Billy included a few tips about his … Read More

Mountain Point’s Billy Weisgerber Receives Blue Belt Certification for Salesforce CPQ

Billy Weisgerber - Salesforce CPQ

Salesforce’s Quote-to-Cash product, Salesforce CPQ, (formerly Steelbrick) gives sales teams a streamlined way to better connect with their Customers. Salesforce CPQ offers a number of advanced features for quickly and easily creating quotes and contracts, as well as capturing revenue and subscriptions. With the Product Configurator, building products have never been faster or more convenient, allowing you to quickly update … Read More

How Salesforce’s Winter ’17 Release Will Affect Your Organization

Salesforce Winter '17 Release

Salesforce has recently rolled out the Winter ’17 Release, and it’s so “jam-packed with innovation”, it can be a bit daunting to find out which of the 300+ new features will actually affect your Salesforce organization. With Salesforce Einstein, AI has been injected into practically every aspect of this robust platform. Since most companies only take advantage of a handful … Read More

Salesforce’s Manufacturing Vertical Partner of Choice

Mountain Point - Manufacturing Hiker

Mountain Point is a digital transformation consulting firm delivering strategic roadmaps and executing technology solutions leveraging the Salesforce Platform to provide our customers with a 360-degree view of the customer. As the Manufacturing Vertical Partner of Choice, Mountain Point has successfully implemented digital transformations using the following technologies: Pardot Sales Cloud Salesforce CPQ Service Cloud Cloud ERP and Integration with ERP … Read More