Whether capturing new Leads, creating customer support Cases, or both, it can be hard to determine the best approach for creating and configuring forms that integrate with your Salesforce instance. In this article, we’ll take a look at some of the main options available along with key considerations and pros and cons of each.
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Tips to customize, automate, and get the most from Salesforce You know Salesforce offers amazing benefits for your business —from a 360-degree view to customized dashboards. So you took the plunge and purchased a Salesforce license.
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Comparing Sales Month over Month (MoM), Year over Year (YoY), and Year to Date (YTD) over the Previous Year to Date
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Are you using your CRM to its full potential? If you’re like most manufacturers… probably not. In this episode of our Q&A Friday series, we share tips for aligning your CRM system and sales process to better meet customers’ expectations for immediacy, personalization, consistency, and predictive, proactive communication.
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Your Sales Pipeline is more than just a number. Make sure you're not hurting your business by over inflating your pipeline.
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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.
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