# Mountain Point Reviews **Vendor:** Mountain Point **Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services) **Average Rating:** 4.8/5.0 **Total Reviews:** 17 ## About Mountain Point Mountain Point is a strategic technology and management consulting firm guiding industrial businesses through digital transformations. ## Mountain Point Pros & Cons **What users like:** - Users value the **thorough understanding of client pain points** that Mountain Point exhibits in their solutions. (1 reviews) - Users value the **effective problem-solving** abilities of Mountain Point, addressing client pain points with best practices. (1 reviews) ## Mountain Point Reviews ### 1. Manufacturing focused SI **Rating:** 5.0/5.0 stars **Reviewed by:** Lenord Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Mountain Point?** They are thorough and mindful of true client pain points. Every idea and piece of technology in their architecture is viewed with best practices in mind. **What do you dislike about Mountain Point?** Their focus is the Manufacturing vertical so if you fall outside of that, they may not be the best choice. **Recommendations to others considering Mountain Point:** Are you looking for a Manufacturing focused AI with Salesforce expertise? Looking to innovate and disrupt your status quo? These folks are great for you. **What problems is Mountain Point solving and how is that benefiting you?** Mountain Point has been a trusted partner as well look to bring our technology solution to the Manufacturing market. ### 2. Mountain Point is a true partner **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff C. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2020 **Describe the project or task Mountain Point helped with:** Architectural Fabrication partnered with Mountain Point to implement Rootstock ERP. The specific challenges that we faced that prompted this project were the segmentation of processes across multiple platforms, duplicating data entry efforts, lag in data reporting that was critical to the decision making process, and more. The overarching objective was to streamline our systems and processes by delivering ONE system for ALL users. **What do you like best about Mountain Point?** The key factors to our success on this project were our agile approach and the team that we constructed to execute the implementation. Our project started with long demonstrations/discovery sessions that provided insights about the platform's capabilities and returned a deeper understanding of our business needs to Mountain Point. Mountain Point leveraged technology resources to frame up the milestones of the project and detail out a project plan. However, both sides had the expectation that this plan would change. Over the 18 months of the project’s life cycle, our agility to pivot the project allowed us to deliver solutions that fit the current needs of the business. In addition to hiring Mountain Point, Architectural Fabrication built an internal team of super users. The individuals on this team represented every user group within the organization. Constructing this team provided valuable feedback from the perspective of each user role and allowed us to build systems and processes in unison. This resulted in much less pain at go-live. **What do you dislike about Mountain Point?** We moved out of sync with each other regarding projected hours about halfway through the project. I think the communication could have been better around that. We discussed this directly with Mountain Point and quickly got back in alignment together. **What problems is Mountain Point solving and how is that benefiting you?** We are extremely pleased with the results of the implementation and the investment that we made in the platform. We are grateful for the effort of Tony Vagnerini and his team at Mountain Point for guiding us to success in overcoming the challenges stated above. Together, we were able to deliver a comprehensive ERP solution that resulted in better capacity / material planning, collaboration between teams, financial reporting to all departments, and more. ### 3. Professional and simple partner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2020 **Describe the project or task Mountain Point helped with:** Mountain Point assisted our team with the implementation of Salesforce. We have a busy group that was working on this project, but they were patient with our schedules and gave clear directions of what was coming up and what items they needed to stay on track. We have an upcoming ERP integration/implementation that they also took into consideration with Salesforce and we feel prepared for them to integrate easily when the time comes. **What do you like best about Mountain Point?** The constant communication and ease of making changes. **What do you dislike about Mountain Point?** You have to be ready to put in the time and work. Mountain Point took on the bulk of the work and the thinking, but it is still a big commitment to make when having to build a CRM. **What problems is Mountain Point solving and how is that benefiting you?** Mountain Point was our expert in building the system to work with our organization. Their expertise allowed our team to streamline our process and prepare for additional upgrades in the future. ### 4. Mountain Point provided an excellent service all the way through the project. **Rating:** 5.0/5.0 stars **Reviewed by:** Neil S. | Sports Therapist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2020 **Describe the project or task Mountain Point helped with:** Setup/customise salesforce based on business process'. Integrate with internal ERP system for real time interaction both ways. Provide admin training and ongoing support. Helped identify initial reporting metrics/setup. **What do you like best about Mountain Point?** Mountain Point kept all members of the project team informed on progress all through the project. Worked closely with business to understand, business requirements and goal for project. Provided knowledgeable personnel all the way through the process from initiation to golive and continue to provide support to the business as required. **What do you dislike about Mountain Point?** Did not come across any downsides in using Mountain Point **Recommendations to others considering Mountain Point:** Discuss all available options, Mountain point brought some to the table that we had not considered. Mountain point took the time to listen to out requirements and come back with what they believed the best solutions to our issues. **What problems is Mountain Point solving and how is that benefiting you?** Working with Mountain Point has enabled us to put more information in the hands of the salesmen and enabled us to create central points for information across the business. This has helped with better analytics/reporting and ownership by stake holders. ### 5. Enjoyed working with Mountain Point, will definately be reaching out for future projects. **Rating:** 5.0/5.0 stars **Reviewed by:** Sean S. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2020 **Describe the project or task Mountain Point helped with:** Rootstock ERP implementation on the Salesforce platform **What do you like best about Mountain Point?** Knowledgable team, there was a lot of information/configuration that we would have had no idea of where to begin. **What do you dislike about Mountain Point?** The amount of time it took us to get from discovery to go live. **Recommendations to others considering Mountain Point:** Great team, know what they are doing. **What problems is Mountain Point solving and how is that benefiting you?** Once we were able to get through the basic function of the installed package, we were able to dive into some impressive customizations that were the best fit for our company. ### 6. Experienced w/ Implementation & Enhancements **Rating:** 5.0/5.0 stars **Reviewed by:** Chris M. | Sales Operations Manager, Machinery, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **Describe the project or task Mountain Point helped with:** Mountain Point assisted with our implementation of Salesforce.com and Rootstock ERP. They have also helped with some enhancements since we've gone live. **What do you like best about Mountain Point?** Mountain Point has deep knowledge of the Salesforce platform, in addition to their knowledge of Rootstock ERP. It's one thing to know Rootstock ERP, but when combined with their deep knowledge of Salesforce; serious enhancements and power get brought out of both products. **What do you dislike about Mountain Point?** When we first were going live, in 2016, it seemed like they might have been a little short staffed, but since that time I believe that has been fixed and I haven't experienced any issues. **Recommendations to others considering Mountain Point:** If you have a concept in mind make sure you explain it in detail including where in Salesforce or Rootstock you want to execute the function. Mountain Point has the ability to take that concept and make it a reality, but one thing of note, is that some of Rootstock's code is only able to be edited by Rootstock so that can limit what or where something can be done with Rootstock, but MP will be able to provide guidance and has possibly already done what you're looking for for someone else. **What problems is Mountain Point solving and how is that benefiting you?** Our website leads, even from some of our complex web forms, flow effortlessly and automatically into our salesforce lead queue. They were able to move functions in Rootstock to buttons on Salesforce listviews, which has speed up how fast we can process work orders. It has literally cut the time in half or better. ### 7. Automation Experts **Rating:** 5.0/5.0 stars **Reviewed by:** Dustin A. | Operations Manager, Wholesale, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2019 **Describe the project or task Mountain Point helped with:** Mountain Point has helped us design and implement Rootstock and Salesforce automated functions. This includes reducing the number of manual work order transacations, scheduling tasks to be completed on a specific schedule and providing insight and expertise on how we could best accomplish our goal and stay within budget. **What do you like best about Mountain Point?** Mountain Point's communication. They provide quick responses to questions and proposals and they are very efficient about delivering ahead of schedule. **What do you dislike about Mountain Point?** Not much. If I had to pick one thing they could improve on, it would be their pricing structure. It seems like it changes regularly, which can be an impediment to getting a project started. **Recommendations to others considering Mountain Point:** Mountain Point has been an awesome partner to work with on our Rootstock journey. Their knowledge of the software and what it's capabilities are make it feel like your imagination and budgets are the only limits to what can be accomplished. I have throughly enjoyed working with Tony on our projects and look forward to future work together. **What problems is Mountain Point solving and how is that benefiting you?** We have reduced the number of mouse clicks and saved valuable time when processing work orders for release. We have automated the closing of work orders and work order receipts. We are looking at beginning an overhaul of our shipping department and adding some automation there to improve our efficiency in that work center. ### 8. Excellent Sales Force Consultants **Rating:** 4.0/5.0 stars **Reviewed by:** Eddy D. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2019 **Describe the project or task Mountain Point helped with:** Mountain Point and I have a mutual client. We handle all of their website development and digital marketing needs and Mountain Point helps us with all of the Salesforce integration pieces - from building the forms within Sales Force to helping us customize them and the embed codes along the way. **What do you like best about Mountain Point?** They've always been super responsive, knowledgable, and accommodating. Having a dedicated point of contact, as opposed to a ticketing system, is a breath of fresh air. **What do you dislike about Mountain Point?** Nothing to date, really. They've been accommodating throughout the entire process. **Recommendations to others considering Mountain Point:** Making sure to clearly articulate your problem or concerns to them at the onset so that they can come up with the best course of action. **What problems is Mountain Point solving and how is that benefiting you?** They've helped my client manage their leads better. ### 9. Mountain Point was a great partner during our company transition to a cloud based ERP system. **Rating:** 5.0/5.0 stars **Reviewed by:** Skye R. | Salesforce Consultant, Computer & Network Security, Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2019 **Describe the project or task Mountain Point helped with:** Mountain Point assisted our company with the transition from a legacy ERP system to a new ERP system, Kenandy, which integrates with the Salesforce platform. Mountain Point was responsible for creating new dashboards based on ERP data, linking salesforce objects to kenandy objects, the ETL process between our old ERP and Kenandy, go-live assistance, and perfecting workflows between our CRM and ERP systems. **What do you like best about Mountain Point?** The best things about Mountain Point was their systematic approach to go live based on experience and expertise. They were able to ask the right questions during our transition period and foresee data issues that we otherwise would have never known about. Mountain Point employees were extremely knowledgable and helpful throughout the entire process. **What do you dislike about Mountain Point?** There was nothing that I disliked about Mountain Point or the service they provided. **Recommendations to others considering Mountain Point:** Mountain Point is a great partner and will provide even more value than expected. **What problems is Mountain Point solving and how is that benefiting you?** The biggest benefit to having Mountain Point throughout our transition was the project management expertise they brought to the project and their ability to understand details and implications about Salesforce workflows that we otherwise would not have discovered until after implementation. ### 10. Knowledgeable, diverse team helped us through our digital transformation **Rating:** 5.0/5.0 stars **Reviewed by:** Sean F. | Principal Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2019 **Describe the project or task Mountain Point helped with:** In 2016, we implemented a new ERP system on the Salesforce platform. Mountain Point was with us through every step from project origination through Go-Live. **What do you like best about Mountain Point?** MP has a diverse team with a variety of skill sets. Regardless of the task, they had an experience team member to guide us through the process. **What do you dislike about Mountain Point?** Any digital transformation is going to have its challenges and we were no different. Dealing with old legacy systems and data is a task, but MP helped us through those challenges, and spent many late nights with us until we were live. **What problems is Mountain Point solving and how is that benefiting you?** Three years post Go-Live and the way we handle information and data has changed night to day. We have full access and reporting abilities that gives us insights in to our business that we never could have done before our digital transformation. ### 11. Informative, helpful, and on-time consulting. **Rating:** 4.0/5.0 stars **Reviewed by:** Jared T. | CRM Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2019 **Describe the project or task Mountain Point helped with:** Mountain Point is helping our organization with a variety of projects: Salesforce org cleanup, process automation, and general best practices. **What do you like best about Mountain Point?** The high level of manufacturing expertise that Mountain Point provides is helping our business grow and scale for the future. We have a very mature Salesforce org, and they are helping us reinstall some best practices in regards to User Experience and Process Automation. **What do you dislike about Mountain Point?** Not many, if any, downsides at all! I wish we had room in our budget to use Mountain Point more. **Recommendations to others considering Mountain Point:** Trust Mountain Point's leadership, but always have a clear goal for your organization. **What problems is Mountain Point solving and how is that benefiting you?** Mountain Point has assisted our company in general Salesforce org cleanup, which is necessary after having an org that is 8+ years old. They bring new Salesforce features for us to discuss as we look at implementing new strategies or process improvements. ### 12. CRM Integration for company start-up **Rating:** 5.0/5.0 stars **Reviewed by:** Robert W. | Proposal Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2019 **Describe the project or task Mountain Point helped with:** Mountain Point worked with us to setup Salesforce CRM for both Sales and Service users. Because our data had been stored in a multitude of formats prior to the new company start-up, we needed their help to create a common data table that stored legacy data and allowed us to input new customers and projects. On the service side, they setup a case and report entry system that facilitates assignment and dispatch of field engineers that can then enter their service calls and reports directly into Salesforce. Our sales team and engineering team have live, up-to-date information on every customer they visit from their laptop or cell phone. **What do you like best about Mountain Point?** The setup of the system is very intuitive and easy to navigate. I can find all of the information I need about an opportunity, it's owner, the customer contact, and related projects with a few simple clicks. I also really like the setup of our service reports - our consultant Kirsten setup the publishing of our reports so that all tasks and daily entries can be printed out with the main report as a single document which we can hand directly to our customers. **What do you dislike about Mountain Point?** It's very difficult to find something to dislike since we've been so happy with the implementation. If I really dig for a complaint to make, I can concede that there were a bunch of sample reports that Salesforce created that didn't get deleted at our Go Live point. However, we never discussed with Mountain Point or asked them to delete it. I'm basically complaining that they didn't read my mind. **Recommendations to others considering Mountain Point:** We were skeptical about starting the project at kickoff after having a failed attempt at using Oracle CRM with another integrator. Working with Mountain Point was easy and we quickly saw them put our new system in place. My recommendation is to trust that they have the capability to get you the system you want at an impressive pace. **What problems is Mountain Point solving and how is that benefiting you?** Our main problems were: 1) that our data wasn't in a single source 2) that no one data table had all the information we need to make business decisions 3) that we were manually tracking much of our quote and opportunity process 4) that our service team could not see Sales efforts and vice versa Our benefits realized are that all of these problems have been resolved in our integration to Salesforce. ### 13. Great strategic extension of our team. **Rating:** 5.0/5.0 stars **Reviewed by:** Cheryl M. | Client Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2019 **Describe the project or task Mountain Point helped with:** Mountain Point's help us for 3 years now on many projects: dashboard buildouts with custom reference objects, an org merge, integration to NetSuite via custom scripting, integration to D365 via Scribe, automated reporting of revenue projection from Projector PSA into Salesforce, Lightning (LEX) conversion and many more. **What do you like best about Mountain Point?** What I like best is having an experienced Project Lead who knows our business, backed by a team of experts well-versed in many areas. It gives us breadth and depth to get more out of our Salesforce investment. **What do you dislike about Mountain Point?** The hardest thing in working with Mountain Point is keeping all of the projects straight because of the volume of work with do with them. **Recommendations to others considering Mountain Point:** Be sure to ask Mountain Point for feedback on how they've helped other clients with similar engagements. They have a lot of experience to draw on which you don't want to miss out on. **What problems is Mountain Point solving and how is that benefiting you?** We are reducing the possibility of human error by automating as much workflow and reporting as we can. Additionally, we are improving optics for most roles allowing for better decision making and business planning. ### 14. Mountain Point Overall Performance **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2019 **Describe the project or task Mountain Point helped with:** Integrating our salesforce applications (ServiceMax) with our internal ERP based on events such as order/item creation. They also assisted with the original synchronization of the items between the environments, and will be providing further services as our needs develop in the future. **What do you like best about Mountain Point?** I loved the people, in particular: I am fond of working with our account manager, Kirsten. She is incredibly responsive to our needs, and was able to help not only getting me to engineers, but also was able to assist in some day to day tasks immediately. The primary Engineers I have been working with have all been excellent: James Boggs - Quick to resolve a problem, not shy about telling you if something is out of his control and requires vendor support (which I like). Willing to troubleshoot live with the vendor until we had the problem resolved. If you're integrating, you want James in your corner. Billy Weisberger - I have worked with Billy a few times, each of them went the same. I provided a clear concise goal, he met them on the first iteration. Great engineer to work with. Andrew Reiser - I have only had to deal with Andrew once, but it was entirely unexpected when he picked up for Billy while he was on vacation for a critical item. Andrew got the information to me quickly, and effectively, and we resolved the issue I had rather quickly & painlessly. **What do you dislike about Mountain Point?** I was not to fond of the vendor support we saw from Scribe. In particular it was incredibly hard to understand the engineers from the scribe side. The majority of our live troubleshooting session was deciphering what the engineers on the other side were saying, but we ultimately did get the goal completed. **Recommendations to others considering Mountain Point:** Know the project you are going into, and be sure you have what you need well defined. Much like any consulting organization, the ability for them to conduct business depends heavily on your ability to deliver to them what they need & vice versa. **What problems is Mountain Point solving and how is that benefiting you?** The work load was being doubled to enter orders & items into two systems. This integration is removing that so we can pull our orders & items over seamlessly without human intervention after the initial order has been keyed in ServiceMax on SalesForce ### 15. Top Notch **Rating:** 5.0/5.0 stars **Reviewed by:** Kathy B. | Director of Accounting & Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2019 **Describe the project or task Mountain Point helped with:** Mountain Point assisted us with creating a platform to manage employee and customer data. **What do you like best about Mountain Point?** We like the fact that the platform allows for customizeable reporting. **What do you dislike about Mountain Point?** There are no downsides to working with the staff of Mountain Point. Everyone is readily available. **Recommendations to others considering Mountain Point:** The staff of Mountain Point go above and beyond to find workable solutions for your company's needs. **What problems is Mountain Point solving and how is that benefiting you?** We have been able to streamline several of our employee onboarding processes. By putting Mountain Point's solutions in place, we have realized certain areas of our day to day operations have become more efficient. ### 16. Excellent Partner To Work With **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2019 **Describe the project or task Mountain Point helped with:** Data clean up, page layout standardization, system integration, Lightning transition, workflow development, community development **What do you like best about Mountain Point?** They are very easy to work with and are knowledgeable so issues are always tackled quickly and we are able to seamlessly continue to work. **What do you dislike about Mountain Point?** There hasn't been anything we have not liked in the 3 years of working with Mountain Point. **What problems is Mountain Point solving and how is that benefiting you?** Lightning transition with workflow optimization and contract management. ### 17. A huge help **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2019 **Describe the project or task Mountain Point helped with:** At our company, we have undertaken a huge digital transformation. We have implemented Rootstock and Salesforce - and got help from MP with a mobile app as well - that aided in our production processes. **What do you like best about Mountain Point?** Despite our remote connection to MP - they have been very responsive. **What do you dislike about Mountain Point?** Sometimes its tough not having more direct access to MP. **What problems is Mountain Point solving and how is that benefiting you?** improved production processes ## Mountain Point Discussions - [What is Mountain Point used for?](https://www.g2.com/discussions/what-is-mountain-point-used-for) - [View Mountain Point pricing details and edition comparison](https://www.g2.com/products/mountain-point/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+19%3A09%3A02+-0500&secure%5Bsession_id%5D=ee937728-bd24-4961-9289-83a44dd66f9f&secure%5Btoken%5D=2cfd94b2f3eb6dab9dda50ddcf128e6a9db2ed4fb7c7b469d3c9a7fad2aa5a53&format=llm_user) ## Mountain Point Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Mountain Point Alternatives - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (364 reviews) - [SmartBug Media](https://www.g2.com/products/smartbug/reviews) - 4.8/5.0 (207 reviews) - [Coastal](https://www.g2.com/products/coastal/reviews) - 5.0/5.0 (183 reviews)