Projects – Influencers, Distributors, Activities, and Data

Smart Solutions - Projects

GOAL: Effectively manage Project Influencers, Distributors, Activities, and Data. Manufacturers’ products often get sold as components or materials of a larger Project. These projects can involve many moving pieces and evolve over a longer period of time compared to a standard Opportunity. For example, a construction project involving a new school could require several of your product offerings, involve several … Read More

Trailhead Tracker

Salesforce has given companies of all size, industry, and location the ability to boost their productivity levels and achieve objectives they’ve never been able to comprehend. The cloud-based solution promotes itself as the leading CRM solution that can drive your company to unparalleled success. However, some companies are still lagging to see this success and the reason is almost always … Read More

Account Planning and Sales Activity Management in Manufacturing

Account Planning and Sales ActivityManagement in Manufacturing

We have discovered that manufactures often seek a useful way to better manage and increase their sales reps’ performance and want to implement a more effective account planning tool. They want to see metrics around things like the number of calls and follow up tasks, what types of meetings are scheduled, and track the results of all this activity. Additionally, … Read More

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