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

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