Salesforce Advisory, Implementation, and Support for a Growing Hardware Distributor

Creating Clarity and Momentum Through Salesforce Advisory, Implementation, and Support

A national manufacturer and wholesale distributor of architectural and commercial door hardware was growing quickly through acquisition — but its technology environment hadn't kept pace. Mountain Point delivered a combination of Salesforce advisory services, implementation, and ongoing support to stabilize fragmented systems and establish a sustainable path forward.

Overview

Multiple CRMs, multiple ERPs, and siloed business units had left the organization without a single source of truth. Sales teams lacked a complete view of customers, leadership lacked visibility into company-wide performance, and a growing backlog of change requests was creating operational drag. The business didn't need a wholesale transformation — it needed structured, prioritized support to regain control.

Challenge

The fragmentation ran deep. Different business units operated in their own tech stacks, making it nearly impossible to get a unified view of customer data in Salesforce Sales Cloud — the company's primary system of engagement. An accumulating backlog of requests had outpaced internal capacity, and the organization needed both immediate hands-on support and a strategic plan for what to address next.

Solution

Mountain Point engaged as an Advisory, Implementation , and Support Services
— beginning with a deep dive into how the organization actually operated day to day.

Working directly with IT and Super Users, Mountain Point separated urgent issues from lower-priority noise and focused first on the improvements that would deliver the most immediate business value. From there, the engagement ran on two parallel tracks:

This strategic approach allowed progress to stay aligned with evolving business priorities without introducing unnecessary disruption.

Outcomes

With structured advisory, implementation, and support services in place, the organization gained:

By combining advisory insight, dependable support, and phased implementation, Mountain Point helped the company regain traction, build momentum, and establish a more sustainable path forward.