Mountain Point
Mountain Point
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AI Deep Dive - Driving Revenue Growth in Manufacturing Through Aftermarket Sales and CPQ Solutions
Join us for an AI Deep Dive as we explore how manufacturers can unlock untapped potential with an aftermarket sales strategy. This episode delves into the benefits of integrating Configure, Price, Quote (CPQ) tools and customer portals to streamline re-orders, replacement parts, and services, transforming aftermarket sales into a seamless, profitable revenue stream. Discover how Revenue Lifecycle Management (RLM) extends beyond the first sale, maximizing customer lifetime value through proactive support. Learn how AI-driven predictive analytics enhance customer experience by anticipating needs, offering tailored recommendations, and boosting loyalty. Don't miss these insights on turning aftermarket sales into a growth engine.
Read the Full Article on Substack:
ai.mountainpoint.com/p/driving-revenue-growth-in-manufacturing
#manufacturing #customerlifetimevalue #cpq #rlm #aftermarket #aftermarketparts
Переглядів: 32

Відео

AI Deep Dive - Unlock Efficiency in Your Engineer-To-Order (ETO) Manufacturing Processes
Переглядів 162 місяці тому
In this AI Deep Dive, we delve into the obstacles ETO manufacturers face, such as complex CPQ workflows, manual processes, and data silos, and reveal how Mountain Point’s expertise helps tackle these challenges head-on. Learn about their comprehensive solutions that not only improve efficiency and accuracy but also pave the way for advanced AI integration and intelligent automation. With Mounta...
AI Deep Dive - ETO Manufacturing Efficiency Preview
Переглядів 203 місяці тому
Read the Full Article and listen to the AI Deep Dive on Substack: ai.mountainpoint.com/p/unlock-efficiency-in-your-engineer #ETO #MFG #Manufacturing
Drive Sales with Rebate Management in Salesforce Manufacturing Cloud
Переглядів 5477 місяців тому
With Rebate Management, your business can efficiently build and scale incentive programs, while also nurturing trusted channel partner relationships. 00:00 Rebate Management Overview 00:36 Capabilities of Rebate Management 01:57 Program Features 02:50 Rebate Types 03:49 Benefit Tiers 04:16 Payout Tracking 05:03 Account Tracking 06:08 Partner Collaboration 06:53 Validate Payouts 07:32 Rebate Ana...
Experience Cloud | How to Get Started
Переглядів 1267 місяців тому
This video shows how anyone can create a free Salesforce Trailhead membership, Playground Org, and Digital Experience Sites to begin hands-on learning with Salesforce Experience Cloud! 00:00 Trailhead Intro 00:35 Hands-On Orgs 01:05 Enable Digital Experiences 01:29 Template Selection 02:43 Workspaces 02:59 Builder Intro 03:06 Components 03:31 Theme Settings 03:47 Pabe Structure 04:00 Parameters...
Unlock the Power of Forecasting in Salesforce Manufacturing Cloud! 🚀
Переглядів 2,2 тис.8 місяців тому
Explore the future of manufacturing with Senior Solutions Architect and Accredited Manufacturing Cloud Professional, Kyley Willis, as she demonstrates cutting-edge forecasting tools in the Salesforce Manufacturing Cloud. From setting up precise sales targets to integrating advanced forecasting dimensions, this video is a goldmine for improving your operational forecasts. Get ready to take your ...
Experience Cloud - LWR, LWC, and User Experience
Переглядів 2549 місяців тому
This video provides a brief overview of some of the key concepts related to Experience Cloud | Salesforce DXP concepts. Lightning Web Components and the Lightning Web Runtime Framework are the newest, fastest, and most flexible tools available for Digital Experience UI development, however, it's still important to understand the options and weigh the project's priorities before deciding which a...
Account Manager Targets Salesforce Manufacturing Cloud
Переглядів 780Рік тому
In this video, I'll be talking about account manager targets in Salesforce's manufacturing cloud. Account manager targets allow sales managers to set up goals or quotas for their team. I'll show you how to set up a target, measure revenue, and assign targets to team members. Watch this video to learn how to effectively manage targets and drive sales performance.
Mountain Point - Salesforce for Manufacturing
Переглядів 93Рік тому
We specialize in helping our clients get the most out of Salesforce products by sharing our wisdom and expertise. Whether you’re just getting started, or ready to implement complex integrations, we have the experience to guide you on your journey. Visit our listing on the Salesforce AppExchange: mtnpoint.co/salesforce-appexchange Or start a conversation today with one of our certified experts: ...
How Logik io & CDS extend Salesforce CPQ
Переглядів 276Рік тому
How Logik io & CDS extend Salesforce CPQ
Logik.io | Out of the Box Configuration Interface
Переглядів 286Рік тому
In this video, we take a behind-the-scenes look at logik.io, the groundbreaking tool that revolutionizes Salesforce CPQ (Configure, Price, Quote). This brief video shows the inner workings of logik.io, showcasing its advanced capabilities through the tool's intuitive user interface, designed to simplify the configuration process and reduce the complexity associated with product customization th...
Idaho Forest Group - Experience Cloud
Переглядів 128Рік тому
Idaho Forest Group - Experience Cloud
Salesforce MFG Trailblazer User Group 16 Feb 2023
Переглядів 72Рік тому
Salesforce MFG Trailblazer User Group 16 Feb 2023
Salesforce MFG Trailblazer User Group - 15 Dec 2022
Переглядів 2092 роки тому
Salesforce MFG Trailblazer User Group - 15 Dec 2022
Salesforce MFG Trailblazer User Group 15 Sep 2022
Переглядів 5962 роки тому
Salesforce MFG Trailblazer User Group 15 Sep 2022
New Rebate Management Program Salesforce Manufacturing Cloud
Переглядів 2,3 тис.2 роки тому
New Rebate Management Program Salesforce Manufacturing Cloud
CRM Analytics - MFG Cloud - Salesforce
Переглядів 1,2 тис.2 роки тому
CRM Analytics - MFG Cloud - Salesforce
Sales Agreements Salesforce Manufacturing Cloud (MFG)
Переглядів 3,8 тис.2 роки тому
Sales Agreements Salesforce Manufacturing Cloud (MFG)
Service Transition Quote to Work Order
Переглядів 2482 роки тому
Service Transition Quote to Work Order
Salesforce Service Cloud Order Entry Flow to ERP
Переглядів 5892 роки тому
Salesforce Service Cloud Order Entry Flow to ERP
Salesforce Manufacturing Cloud - Summer '22 Release Features
Переглядів 5042 роки тому
Salesforce Manufacturing Cloud - Summer '22 Release Features
MFG User Group = Salesforce Pick up the Slack for Manufacturers - 02/17/21
Переглядів 763 роки тому
MFG User Group = Salesforce Pick up the Slack for Manufacturers - 02/17/21
Sonar Walk Through with Billy Weisgerber
Переглядів 6934 роки тому
Sonar Walk Through with Billy Weisgerber
How to Reduce Operational Overhead With Serverless Machine Learning
Переглядів 704 роки тому
How to Reduce Operational Overhead With Serverless Machine Learning
Data In Depth 2:11 Ed Kuzemchak
Переглядів 244 роки тому
Data In Depth 2:11 Ed Kuzemchak
Data In Depth 2:10 Kyley Darby and Skye Reymond
Переглядів 624 роки тому
Data In Depth 2:10 Kyley Darby and Skye Reymond
Data In Depth 2:9 - Bastiane Huang with OSARO
Переглядів 1914 роки тому
Data In Depth 2:9 - Bastiane Huang with OSARO
Data In Depth 2:8 - Alex Reneman with Mountain Leverage
Переглядів 434 роки тому
Data In Depth 2:8 - Alex Reneman with Mountain Leverage
Data In Depth 2:7 - Mendy Ezagui with Nucleus Technologies
Переглядів 694 роки тому
Data In Depth 2:7 - Mendy Ezagui with Nucleus Technologies
MC Connect - Creating a Seamless Customer Experience with Salesforce Marketing Cloud and Sales Cloud
Переглядів 4494 роки тому
MC Connect - Creating a Seamless Customer Experience with Salesforce Marketing Cloud and Sales Cloud

КОМЕНТАРІ

  • @KurtStoll-q6c
    @KurtStoll-q6c 4 дні тому

    Does these Dashboards and Analytics come out-of-the-box with Manufacturing Cloud?

  • @KurtStoll-q6c
    @KurtStoll-q6c 4 дні тому

    If you create the Sales Agreement from an Opportunity does it add the Opportunity Products to the Sales Agreement automatically?

  • @Dev_Shresth
    @Dev_Shresth 6 днів тому

    Can you share ppt

  • @sravaninagalakshmi9501
    @sravaninagalakshmi9501 29 днів тому

    We are getting live data in CRM How the planning will be done by weekly or monthly How quota allocation will be done for the sales reps

  • @rishikai.5175
    @rishikai.5175 2 місяці тому

    Well explained!!!

  • @Colonel2beers
    @Colonel2beers Рік тому

    Same question as @alejandrobarona754 is there any chance to find out how this was built?

  • @alejandrobarona754
    @alejandrobarona754 Рік тому

    I'm looking for a similar solution what I was not able to find any OOTB. I guess this is done thru a custom solution using Apex?

  • @kaushikjagtap1141
    @kaushikjagtap1141 Рік тому

    Hi, Can I setup advanced account forecasting on Sales agreements?

  • @sangeethasavithri7372
    @sangeethasavithri7372 Рік тому

    In Fsl mobile app service report holding custom object's field are not getting generated for digital signature. Any idea

  • @sobolan666
    @sobolan666 Рік тому

    I am looking for a way to define rebate per Opportunity. As we have partners with whom we define different benefits per the same products but based on the opportunity (opportunity reflecting our partner's deal with their customer). Is there a way to do this?

    • @momoking11
      @momoking11 Рік тому

      hello sobo, in I have a question in Manufacturing Cloud is there a process for turning opportunities to sales agreement or I need to code it in apex

    • @jesusalexislopez7652
      @jesusalexislopez7652 8 місяців тому

      ​@@momoking11 do you have a response? haha

  • @sandybonnickson5460
    @sandybonnickson5460 2 роки тому

    M Mfcll Okay popppppppppppppppoooooo I Mm. 😊

  • @danieleardu8675
    @danieleardu8675 2 роки тому

    Audio quality is extremely annoying but content is good.

  • @Rootkit_69
    @Rootkit_69 3 роки тому

    What's up with horn tooting?

  • @selinasuarez4834
    @selinasuarez4834 3 роки тому

    Great demo thank you

  • @gregory35665
    @gregory35665 3 роки тому

    audio not good

  • @yogi1211991
    @yogi1211991 3 роки тому

    what is the difference between dispatcher and service agent in this case?

  • @ktulipan7543
    @ktulipan7543 4 роки тому

    Hi I have a question: many manufacturers make their sales agreements and forecasts based on product groups or categories. Forecasted based on categories is a standard feature in forecasting, but is that also available in sales agreements and account forecasting? Also I would like to mention that forecasting is seen primarily as a rolling timeslot by salesforce, while sales agreements typically lead to a year vs last year sight very much like you showed. This means that I would like to see the current year versus closed, and ideally a possibility to compare with last year. I don’t know if you drove the development, but I like what has been reached. Please also note that manufacturers may also have different units such as tons, this is also an extremely important feature to support. Oh and of course a consolidated view aggregated across all accounts is necessary. Manufacturers may have spontaneous orders from various accounts without dedicated account plan, plus dedicated accounts with account plan. We need a consolidated forecast across both types of business

  • @nicolocarafa3331
    @nicolocarafa3331 4 роки тому

    Nice Demo, very well explained. Btw, if you don't mind, could you tell what software/plugin did you use at 4:10 to emulate your phone? Cheers!

  • @amanbisht2704
    @amanbisht2704 4 роки тому

    Superb Demo.. Loved it!!

  • @adnankhan-jq8kb
    @adnankhan-jq8kb 4 роки тому

    Nice Video. ERP Gold Software | www.erp.gold/

  • @peshkov1234
    @peshkov1234 5 років тому

    Great video! Thank you for sharing it.

  • @now0nline
    @now0nline 5 років тому

    Thank you for this excellent how to> Tom mentioned that the customer base started at around 50 employees and went up. We are a 5 employee quickly growing food product company that manufactures, distributes, sells wholesale and provides exemplary customer service. We use Shopify with authorize.net payment gateway, Salesforce, Quickbooks, UPS Worldship but not integrated because Quickbooks online has issues with lot numbers. What we are lacking is an integration for inventory management that syncs with everything from ingredient sourcing and production to purchase order fulfillment. Our cycle of fulfillment would look like this; an order comes in via multiple sources, usually email from house accounts, it is closed won in Salesforce, an invoice is created which pulls from the existing inventory with lot numbers, a packing slip and UPS label are produced and this packet (invoice, packing slip and shipping label) is ready for the shipping dept. Any direction you can advise would be greatly appreciated. Thank you!

    • @mountainpoint8784
      @mountainpoint8784 5 років тому

      Thanks so much for your feedback and I'm glad you found it useful! We'd love to talk through this with you. If you'd like to set up a time to chat (no obligations at all), you can reach us here: mountainpoint.com/contact/

  • @pavithray5602
    @pavithray5602 6 років тому

    hi can you please explain how to get the work order tab to create a work order once the case is created?

  • @arundhutisingha3789
    @arundhutisingha3789 6 років тому

    Very effective session...

  • @paulnaglich9123
    @paulnaglich9123 6 років тому

    Very good demo. I need more of this as we transform our CRM with the Field components... Thank You!

    • @AndrewRieser
      @AndrewRieser 6 років тому

      Thank you Paul! We've recently started a Q&A Friday series to address topics and highlight some specific use cases. Please feel free to share any topics for consideration.

  • @julianjuez
    @julianjuez 6 років тому

    Great demo, Madison!

  • @nikhil484
    @nikhil484 6 років тому

    Perfect and Quick Demo For FSL. I recommend all to watch this. Thanks

  • @reinbauwens3152
    @reinbauwens3152 7 років тому

    Great demo!

  • @shoottkuruvi9856
    @shoottkuruvi9856 7 років тому

    Hi could you explain how to customize global actions in global action lightning icon in ios app

    • @hollanddotts2566
      @hollanddotts2566 7 років тому

      Hi Sakthivel, thanks for your question. Madison, our FSL specialist, responded with this: "You can create a Global Quick Action from 'Global Actions' in Setup. If you want to create an object-specific quick action, you can do it from the Buttons, Links, and Actions section of the object’s Setup page. You can read more about quick actions and how to create them here: developer.salesforce.com/docs/atlas.en-us.salesforce1.meta/salesforce1/actions_creating.htm"