Blog
Revenue Forecasting In Salesforce – Accuracy
The work related to a valid and accurate revenue forecast using the Opportunity Object in Salesforce is one of the most valuable components of the platform. Let us take a deep dive into the details. If you are a Salesforce organization, you may have an approach to...
Revenue Forecasting In Salesforce – Reconciliation
When we think of the accounting process of reconciliation, we typically are thinking of the reconciliation of the balance sheet accounts. After all, the working capital side of a business is closed out annually and the earnings or losses are swept into retained...
Revenue Forecasting In Salesforce – Key Components
Reporting the revenue forecast in Salesforce.com is vital information for predicting Sales, budgeting operational support and planning cash flow. The sales team is hard at work moving deals to close and staying on track while management is reviewing these deals to...
The Relationship Between CRM and Accounting Systems
If you believe that integrating your CRM and accounting systems is valuable but you cannot achieve this without help, call WhiteRock.
Proper metrics drive great decisions
Measuring the proper CRM metrics can be the difference between a a cautionary tale & a success story of reaching the right goals.
Accountability is gosh darn valuable
As accountability grows, salespeople form a good habit of doing what they must regularly – help them become a top producing salesperson.
CRM coordinates the efforts for the customer
CRM is valuable to an organization when executed properly. A coordinated business flow brings value to your team & customers.
CRM Helps Leaders Get Buy In
When your CRM is a place for your team to witness the vision & mission, transparency & authentic culture brings the buy-in you desire.
Culture Grower
The sustainability of company culture runs beyond any individual if it is grown. Your CRM is the glue to do your job.
Organize the Organization
What are the key ingredients that drive organization, reliability, and accuracy in your CRM system and related strategies?
Speed Kills…In Sports AND CRM
Speed kills in sports. In business, speed kills too. But being slow and inaccurate kills faster. Speed up your team’s approach in your CRM.
Integrating Your Tech Stack One Bite at a Time
The integration goal of connecting all systems to push and pull data in and out of your central CRM hub is best tackled bit by bit.
How FOMO Affects Different Leadership Styles
The relationship between FOMO & leadership styles shapes the trajectory of a company’s exit strategy. Learn about both & how they relate.