Billy Weisgerber

Billy Weisgerber
Solutions Architect, Mountain Point
Find me on:

Setting Up Einstein ChatBot

Automating responses, guiding customers through interactions, and providing record details are all something that any company with chat support wants. But how do you do it? Read More

Sales Agreements & Account Forecasting

Manufacturing CRM Sales Agreements and Forecasting
Salesforce has a vertical now aligned for Manufacturers, providing Sales Cloud with two new additional features; Sales Agreements and Account Forecasting. Salesforce is not stopping there, as time progresses, Manufacturing Cloud will grow to have more functionalities to better support Manufacturers utilizing this specific cloud - CRM for Manufacturers! Let's take a deeper dive into these two... Read More

Quip vs Google Docs

The ongoing battle for which Cloud-based provider to use for documents is something that we always get asked about. Should I pay for Quip? How is it better than Google Suite? Can’t I do the same in Google Suite? Well, if you have any of those questions or are just trying to understand what Quip is, then you’re in the right spot. Before we dive into Quip, let’s talk about Google Suite. Read More

3 Formulas for Comparing Sales Data In Salesforce

Comparing Sales Month over Month (MoM), Year over Year (YoY), and Year to Date (YTD) over the Previous Year to Date Read More

Demo: A Self-Service Portal for B2B Customers

Providing Real-Time Customer Updates through Salesforce Communities 6-minute video Read More

Learn how one company saved their sales team’s sanity

Using Salesforce CPQ to simplify complex quoting processes 8-minute video Read More

Q&A Friday: Configuring Salesforce CPQ for Manufacturing Companies

In the first episode of our new “Q&A Friday” series, our team talks through the benefits of using Salesforce CPQ for manufacturing companies.  CPQ stands for “Configure, Price, Quote,” and it can help manufacturers streamline sales, reduce costs, and ensure accuracy in pricing and delivery. Read More