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

Mountain Point Adds Pardot to List of Specialties

Mountain Point - Pardot Certifications

Salesforce’s B2B marketing automation product, Pardot, is changing the way marketing teams and sales teams can connect with their prospects (and each other). Pardot offers a number of cutting-edge features for Lead Qualification and Lead Nurturing, as well as detailed analytics and reports. With the recent addition of Pardot Engagement Studio, fully automated marketing campaigns can easily be created in … Read More

Salesforce Opportunity Management Models for Manufacturers

channel partners

Salesforce Opportunity Management Models for Manufacturers As a leading Salesforce Consulting Partner, focused on the Manufacturing market segment, Mountain Point understands the intricacies around the different selling models and more importantly a strong understanding and framework for how the Salesforce Platform can be tailored to these models. In our setup and implementation of various Salesforce Platform products for Manufacturers, we frequently … Read More

Why Champion the Salesforce Mobile App?

Salesforce Mobile App

This morning, I drove through the Starbucks drive-thru on my way to work and handed my phone to the barista. She scanned the barcode on my screen, handed me a caramel iced coffee with 2% milk, and I enjoyed a blissful moment of consumer satisfaction as a tiny star icon dropped into the virtual cup on my iPhone screen. Aside … Read More