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, Project Implementation, and ongoing Managed 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 partner — 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

This combination of services gave the organization more than issue resolution. It restored clarity, confidence, and momentum. With the right mix of strategic guidance, practical delivery, and ongoing support, the company was able to reduce operational drag, focus on the changes that mattered most, and create a more sustainable path for Salesforce evolution. As the business continues to grow, it now has a stronger foundation to support better decisions, better visibility, and better coordination across divisions.