What Mountain Point does

Mountain Point is a private professional services firm founded in 2013 and headquartered in Davidson, North Carolina, specializing in Configure-Price-Quote (CPQ) and Lead-to-Cash transformation on the Salesforce and ServiceNow platforms. The firm operates a three-tier service model — Advisory (with published minimums of $10K for Essential, $25K for Professional, and $50K for Premier), Implementation (covering CRM, CPQ, Sales Order Management, and revenue lifecycle builds via Proof of Concept, Strategic Enablement, and Traditional Project methods), and Support (Managed Support, Prepaid Support, and Staff Augmentation). Its technical stack centers on Salesforce Agentforce Revenue Management and ServiceNow CPQ/SOM, with proprietary intellectual property including the kBridge Advanced Visualization solution for Engineer-to-Order (integrated with SOLIDWORKS CAD), OmniStudio-driven dynamic document generation, Flow-based product catalog automation, and multi-currency pricing automation.

The firm targets three primary verticals: mid-market manufacturers with complex configure-to-order and engineer-to-order product complexity, Managed Service Providers handling recurring and consumption-based services, and SaaS companies requiring subscription, usage, and co-term quoting. Pricing transparency, platform-neutral advisory positioning across both Salesforce and ServiceNow ecosystems, and explicit packaging of the March 2025 Salesforce CPQ End of Sale and April 2025 Logik.ai acquisition as modernization opportunities are central to the go-to-market. Distribution is consultative, direct enterprise field sales supplemented by inside sales, with the website and an AI Insights Substack (ai.mountainpoint.com) driving top-of-funnel content and clear "Let's Talk" CTAs driving bottom-of-funnel conversion. The company reports 11-50 employees and is led by CEO Andrew Rieser.

Name

Mountain Point

Legal name

Mountain Point

Website

https://mountainpoint.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Mountain Point is a private consulting firm founded in 2013 that provides advisory, implementation, and support services for CPQ and Lead-to-Cash transformations on Salesforce Agentforce Revenue Management and ServiceNow, serving mid-market manufacturing, MSP, and SaaS clients with complex quoting and pricing needs.

Ownership category

akta.pro rank

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Services - Advisory: Expert guidance engagements helping leaders evaluate revenue platforms, assess current state, and develop strategic roadmaps. Tiered engagement model from Essential ($10K minimum) to Premier ($50K minimum) based on scope and complexity.
2. Professional Services - Implementation: Design, build, and launch quote-to-cash solutions including Proof of Concept, Strategic Enablement, and Traditional Project engagements. Implementation services cover CRM, CPQ, Sales Order Management, and revenue lifecycle transformations.
3. Professional Services - Support: Ongoing support services including Managed Support (20+ hours/month), Prepaid Support (40 hours/6 months), and Staff Augmentation (8+ hours/week). Flexible access to experienced professionals for issue resolution and capacity extension.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Mountain Point is a professional services firm that delivers Advisory, Implementation, and Support services for Configure-Price-Quote (CPQ) and Lead-to-Cash transformations on the Salesforce Agentforce Revenue Management and ServiceNow platforms. They specialize in revenue operations consulting for manufacturers, managed service providers, and SaaS companies, providing strategic guidance, hands-on implementation, and post-launch support engagements.

Product overview

Mountain Point is a professional services firm (not a software product company) that provides Advisory, Implementation, and Support Services for quote-to-cash and revenue operations transformation. Their service portfolio includes strategic advisory for Lead-to-Cash architecture, implementation of Salesforce Agentforce Revenue Management (formerly Revenue Cloud) and ServiceNow Lead-to-Cash (CRM, CPQ, SOM), and flexible support options. Specialized solutions include CPQ Modernization (for post-Salesforce CPQ End of Sale), CPQ for Manufacturing (with Engineer-to-Order visualization via kBridge), CPQ for MSPs, and CPQ for SaaS. Implementation methodologies include Proof of Concept, Strategic Enablement, and Traditional Project delivery. Support services encompass Managed Support, Prepaid Support, and Staff Augmentation.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Strategic guidance engagements helping leaders evaluate revenue platforms, assess current state, and develop strategic roadmaps. Offered in three tiers: Essential ($10K minimum), Professional ($25K minimum, recommended), and Premier ($50K minimum), based on engagement scope and complexity.
• Implementation Services Design, build, and launch quote-to-cash solutions including Proof of Concept, Strategic Enablement, and Traditional Project engagements covering CRM, CPQ, Sales Order Management, and revenue lifecycle transformations on Salesforce and ServiceNow platforms.
• Support Services Flexible support options including Managed Support (minimum 20 hours/month), Prepaid Support (40 hours to use within 6 months), and Staff Augmentation (minimum 8 hours/week for 3 months) for ongoing system maintenance and capacity extension.
• Salesforce Agentforce Revenue Management Implementation Implementation service for Salesforce Agentforce Revenue Management — a unified revenue platform covering product catalog, quoting, contracts, orchestration, and revenue insights across the Product-to-Cash lifecycle.
• ServiceNow Lead-to-Cash Implementation Implementation service for ServiceNow CRM, CPQ (formerly Logik.ai), and Sales and Order Management (SOM) connecting lead-to-cash workflows across the Now Platform.
• CPQ Modernization Strategic guidance and implementation for migrating from legacy Salesforce CPQ to Agentforce Revenue Management or ServiceNow CPQ, treating End of Sale as a revenue-architecture decision.
• CPQ for Manufacturing Configure-price-quote implementation for mid-market manufacturers with engineer-to-order visualization, configurable product catalogs, complex BOM handling, and CPQ migration across Salesforce and ServiceNow platforms.
• CPQ for MSPs Configure-price-quote implementation for managed service providers to manage recurring revenue, usage-based consumption, per-seat/per-device bundles, co-terms, and renewals across Salesforce and ServiceNow.
• CPQ for SaaS Configure-price-quote implementation for SaaS companies handling subscription, per-seat, usage-based, and tiered pricing with renewals, expansion, ramps, and discount guardrails across Salesforce and ServiceNow.
• kBridge Advanced Visualization Engineer-to-Order CPQ visualization combining rules-driven configuration with real-time 3D visualization, enabling sales teams to configure manufacturable solutions and generate production-ready BOMs, technical drawings, and 3D models.

Quantifiable outcome

• Faster quote-to-cash with reduced manual rework and order fallout
• +3 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability6 records

Feature5 records

Partnerships

One partnership is on record.

• SalesforcecoreImplementation/ SI/ Consulting PartnerMountain Point is a certified implementation partner for Salesforce Agentforce Revenue Management (formerly Revenue Cloud) and ServiceNow. They provide advisory, implementation, and support services for organizations adopting these platforms for Lead-to-Cash transformation.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Accenture: Global systems integrator with dedicated Salesforce and ServiceNow CPQ delivery capabilities serving enterprise quote-to-cash transformations; comparable in service portfolio though vastly larger in scale and partner-program leverage.
• Deloitte Digital: Global SI with established Salesforce and ServiceNow practices delivering CPQ/Lead-to-Cash transformations at enterprise scale; comparable because they target the same advisory and implementation budgets but operate as a multi-platform incumbent.
• Persistent Systems: Global digital engineering firm with Salesforce CPQ and ServiceNow practices serving enterprise revenue transformations; comparable as a Tier-2 SI competing for similar CPQ and Lead-to-Cash engagements.
• Slalom: Large US technology and business consulting firm with significant Salesforce CPQ/Revenue Cloud practices; comparable because they compete for the same enterprise Lead-to-Cash transformation engagements, though with much greater geographic reach.

Direct peers

• Coastal Cloud: Boutique-to-mid Salesforce consulting firm implementing CPQ, Revenue Cloud, and field service; comparable in size, Salesforce specialization, and vertical use-case focus similar to Mountain Point's.
• MNP Digital: Salesforce and ServiceNow Summit-level partner delivering CPQ, Revenue Cloud, and industry-specific Lead-to-Cash transformations; comparable because they contest similar mid-market enterprise CPQ modernization mandates.
• Girikon: Salesforce consulting and implementation partner with CPQ, Revenue Cloud, and Quote-to-Cash practice areas; comparable in delivery model and Salesforce-cert partner positioning for mid-market and enterprise clients.
• GlideFast Consulting: ServiceNow Elite partner focused on CRM, CPQ, and Sales/Order Management implementations; comparable because Mountain Point shares the ServiceNow Lead-to-Cash implementation niche and similar client profile.
• Simplus (Infosys): Long-standing Salesforce CPQ/Revenue Cloud implementation specialist with a similar mid-market-to-enterprise services-led model; comparable because both are certified Salesforce CPQ partners focused on quote-to-cash transformations.
• Aptris (a Pepperleaf company): ServiceNow consulting partner with CPQ, Sales/Order Management, and customer-service delivery expertise; comparable because both firms target the same Now Platform revenue-lifecycle transformation buyer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/mtnpoint

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mountain Point