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Solve the Greatest Smart Manufacturing Challenges With the Power of Salesforce

Solve the Greatest Smart Manufacturing Challenges With the Power of Salesforce

Solve Smart Manufacturer Challenges With Salesforce

When it comes to today’s challenges, how can smart manufacturers overcome pain points and modernize their systems? How do you keep your automation top-notch and stay ahead of the competition?

Thankfully, Salesforce has provided the tools to achieve just this. With the right partner on your side to optimize your systems, you can master Industry 4.0 and beyond.

How can Salesforce impact my manufacturing company?

Manufacturing companies have some unique needs in order to stay up to date on projects, pricing, and other key data through several stages of the manufacturing and delivery process. With the right Salesforce setup, your team will be able to manage an end-to-end view of your supply chain in accordance with SIPOC (Supplier, Input, Process, Output, Customer). Unify all information in one place and stay ahead of processes and challenges. 

Salesforce solutions can be tailored to your needs. Your entire manufacturing process can be streamlined from sales to production and delivery to billing. Optimizing digital transformation is key for your business to keep up with the ever-changing manufacturing industry and the times.

What is the Salesforce Manufacturing Cloud?

Salesforce Manufacturing Cloud powers customer-centric operations through a purpose-built manufacturing platform. This tool unifies opportunities with demand forecasting, serves customers and distributors faster, and brings AI insights into your day-to-day operations. As an end-to-end CRM system specific to the manufacturing industry, this tool gives a full view of customer activity that helps drive predictable business development. Forecasting capabilities take into account the changing needs of your customers and market demands.

Customer Experience is King

One thing is overwhelmingly certain: now more than ever, it is essential to keep customer experience exceptional across all touchpoints. Stand out from the crowd (and the competition) with a faster and smarter customer experience. With technology optimized to the inner workings of your unique business, you can ensure that customers remain the focus every step of the way. 

The next-level customer experience that you deliver is your greatest competitive advantage. Delivering quick, smart service wins brownie points with customers and keeps them coming back. Today’s most successful smart manufacturers prioritize not only their deliverables, but their superior customer experience and engagement. 

From Legacy to the 360 View

Many manufacturing companies were built using inflexible IT legacy architecture that was never designed for interconnection and transparency. By integrating all systems with Salesforce, your company will have access to a single source of truth, real-time data, and a holistic, 360-degree view of customers and processes. It’s not uncommon to have a mixed bag of old and new systems addressing different needs within the same organization. Salesforce’s prioritization of a single-source of truth is imperative for forward-thinking companies. Your CRM must be at the center of all your systems. 

Integrating all systems into Salesforce as your single source of data truth results in increased productivity and maximized revenue. When set up properly, your CRM should provide predictability and transparency across your smart manufacturing organization. From access to real-time data and accurate forecasting to simply being able to pair down the number of tools needed to get the job done, having a 360 view is truly a game-changer for any company. 

Truly Accurate Forecasting Capabilities

Accurate forecasting is essential to the flow of your business. With a single source of all data, you will be able to fully trust the accuracy of your data and know what to expect. There are few things as dangerous as an unreliable or overstated forecast.

Your revenue forecast is vital for predicting sales, budgeting operational support and planning cash flow so accuracy is essential.

No Siloes Here

Unite departments with visibility across the board into a single integrated solution. Siloed systems for sales and revenue management impact the bottom line. Keep your team on the same page and provide access to insights and accurate revenue information. Eliminate the need for manual data entry and avoid duplicate entries to save time and boost productivity for your team.

Sales Made Simple

With Salesforce’s help capturing essential sales data and providing timely insights to assist in boosting sales, your sales efforts see an increase in ROI. Enjoy high conversion rates, increased productivity, and shortened sales cycles. 

Sales agreement functionality provides consolidated visibility into all terms negotiated with customers. This enables you to measure planned and actual revenue accordingly and verify inventory levels.

A well strategized and executed manufacturing CRM can easily provide insights into your customers and sales leads. This will help your company run more smoothly in the process.

Incorporating the Internet of Things

Integrating IoT with Salesforce allows you to keep a steady pulse on the machines at the heart of your operation. This integration allows you to optimize and plan for necessary maintenance needs.

Salesforce is even better with WhiteRock on your side

We bring our knowledge of marketing and sales flows, digital transformation, and what “parts to order” for your business into this partnership.  WhiteRock is a team of Salesforce experts that you can trust and count on to get you running full-speed! We know the industry, take the time to understand your needs, and map out a plan to implement the right solution.

WhiteRock can optimize your CRM journey so that your team is unified through a standard KPI reporting schema.  The reporting and dashboard setup is the output that helps with fast and accurate decision making.  This is the ultimate achievement.  As your organization changes over time, you have us to keep your system aligned. We support you as you serve your customers in an unavoidable, ever-changing environment.  WhiteRock has the experience needed to help your complex manufacturing processes through highly accountable change process flows related to improvements in your CRM and related systems. Reach out to us at learnmore@whiterocktech.net or via the form below!

The Right 4 CRM Reports to Measure Success

The Right 4 CRM Reports to Measure Success

CRM Reports

What does sales success look like for your business? Metrics for measuring performance of your sales team and CRM success may include:

  • Close Rate
  • Net-New Revenue
  • Length of Each Pipeline Stage
  • Length of Sales Cycle
  • Customer Lifetime Value (CLTV)

Learn more about each of these metrics here

Use these CRM metrics as a starting point — but don’t feel pressured to use all of them. Choose the KPIs that measure the things you want to improve.  Your KPIs should tie closely to the goals you set as part of your CRM strategy — why did you put this new CRM system in place originally? Make sure you’re measuring how well you’re meeting those original needs. (If you set SMART goals, you’re already halfway there.)

CRM reports

Once you know what you want to measure, you need to figure out how to measure it. Many CRMs offer built-in reporting that lets you track the same sales, marketing, and customer service metrics we just ran through.

Here are 4 popular CRM reports you can run to measure some of your chosen metrics:

Sales forecast report 

A sales forecast report uses your lead data and sales trends to predict future revenue.

With ActiveCampaign, you can use win probability to take revenue prediction one step further. Win probability uses machine learning to analyze hundreds of factors, then predicts how likely you are to close a certain deal.

Win probability helps you figure out which actions lead to closed deals and which are unimportant.

Sales conversion report 

This report tells you what percentage of leads convert within a certain date range — aka your close rate.

You can break this report down by lead source to see where these leads came from. Do more inbound leads close vs. outbound leads? What about leads from social media vs. organic search?

This report has the answers.

Sales performance report 

sales performance report gives you a leaderboard view of your sales team’s current and historical performance. These are the KPIs for this dashboard:

  • Sales performance metrics, including total deal value, total number of deals, and average deal value
  • Bar graphs depicting the deal value by stage and number of deals for each sales representative on your team
  • A table of each deal in a pipeline with deal owner and deal value
    Deals sorted by Deal Status (Open, Won, or Lost), Currency, or Pipeline

In ActiveCampaign’s CRM, this graph breaks down the total deal value and total number of deals by stage. This can help you ID bottlenecks and inefficiencies in your sales process.

Lost deals report 

Analyzing your wins feels great, but don’t forget to learn from your losses, too. Finding out why someone said ‘no’ to your business can be even more important than knowing why someone else said ‘yes.’

A lost deals report shows you which deals your team didn’t close — and why. Use this report to:

  • Find common reasons that leads fail to close
  • Figure out how to handle those objections from other leads as they come down the pipeline

The (success) story is in the data

“Data, I think, is one of the most powerful mechanisms for telling stories. I take a huge pile of data and I try to get it to tell stories.” – Steven Levitt, Co-author of Freakonomics

Measuring the right metrics can be the difference between a success story and a cautionary tale. If you know how to measure your CRM success, you can keep track of how close you are to reaching your goals.

If you find yourself off-track, be willing to test different ways of using CRM to meet your business goals. Try something new, measure the results, rinse, and repeat. You got this! Want to learn more? Conact us today via the form below!

The Relationship Between CRM and Accounting Systems

The Relationship Between CRM and Accounting Systems



How can a CRM system beneficial to produce performance changes in your sales process without the accounting history of your accounts and contacts?  I strongly believe that it is not possible.  As Salesforce has evolved from a CRM platform to a platform to integrate all systems to your customers and prospective customers, the transformation of a common, simple view of all data in one place has never been more important.  Integrating accounting transaction history, credit limits, and other key data in the accounting system to the CRM account/contact view in Salesforce or any CRM drives a faster pace for decision making and simplicity.   On this topic, I want to share four examples of the value of integrating your CRM and accounting systems and then conclude with a suggestion for you to consider for your organization.

Example 1 – Knowing the “flight path” of your buyer’s journey to a sale promotes a healthy forecast for your whole organization

The days of flying by the seat of your pants in sales are ending has evolved into a sales process that can be executed consistently by all sales team members.  The result is relevant sales activity is captured quickly, easily, and affordably by sales deal stages in a CRM system.  Over the last several years and peaking in 2020, the sales efforts must be quantified and organized for understanding and forecasting the predicted sales timing and dollar amount.  When this flow of work is consistently input by all sales team members, then revenue and cash flow will be known and can build a revenue forecast that can be relied upon.   When the sales team has this insight along with current customer sales history, credit limits, terms, and product/service lines used, the sales team will have all the valuable data needed to support their newest sales and find common characteristics to continue to guide their success.

Example 2 – Accrual vs Cash basis of sales opportunities

I mentioned in Example 1 how the days of flying by the seat of your pants in sales are obsolete.  What this means is working on your sales deals and not tracking the progress of that deal.  When this happens, a sale technically is only known when the deal closes.  From an accounting perspective, if you do not accrue expenses and only book when the expense is paid, this is the cash basis method.  Therefore, the same holds true in tracking deals in the CRM system.  If you are not tracking sales progress in the sales process, this is equal to a cash basis sales approach.  We do not have forecast or prediction capabilities until the sale is closed.  Organizations need to “accrue” their sales process just as the accounting system accrues expenses and other events that are recognized but paid or closed yet.

Example 3 – Valuing the importance of information in the CRM and accounting systems equally

One thing is for sure:  you cannot prepare a correct tax return for the organization without an exact and organized accounting system.  The same is true about the sales process:  if the sales activity is not organized by sales stage from learning about the prospect’s interest to the sale close, then there is not a reliable forecast of revenue and cash flow that can be used to capture the whole picture accurately of the business performance.

Example 4 – How and what to integrate between CRM and Accounting

If I have convinced you of the importance of integration, then the next step is how to integrate and what to integrate between your CRM and accounting systems.  First, how?  Depending on what CRM and accounting system is in place, there are dozens of solutions usually.  If your team does not have the experience and skillset for this, then there are many innovation and technology companies that can help.  Certainly, our firm can help.  Second, what?  This depends; but for sure at a minimum, you need insight into sales history, quotes, and other specific information like past due status, credit terms and credit limits are important.  All these components from accounting need to be displayed on the account view.

I will finish with this:  if you believe that integrating your CRM and accounting systems is valuable but you cannot achieve this without help, then call me.  And, if you do not believe this and don’t care to achieve this then I want to know why, so call me.  Having a solid integration between these two so systems will unify your information systems, enable faster decision making, and better experiences for all of your folks and your customers and future customers.





The Relationship Between CRM and Accounting Systems

Speed Kills…In Sports AND CRM



Growing up playing sports, I always heard the line, “you can’t teach speed”.  That made since to me.  No matter what level of conditioning an athlete has worked into, it doesn’t translate to faster when running.

This is not true when we relate speed to an organization.  There are five key elements around the concept of speed when I work with our customers developing their CRM strategy and systems.

First, I want to be clear on what speed is when I use the term as it relates to business and the CRM system.  I use speed to represent these components of a business:

  • How fast can you convert a prospect to a customer?
  • How fast can you make a decision that is data-driven?
  • How fast can you report your top metrics in your organization?
  • How fast can you change a process in your operations with accuracy?
  • How fast can you know and solve a customer problem?

If you don’t know the answers to these questions, then your CRM system is not doing what it should be doing for your people and your customers.

Let dial in here.  Don’t shy away from this concept.  Your customers will feel it if you do.

Here are the key concepts that drive the answers to the questions above.

  1. Inputs to the CRM system are consistent among your users AND these users don’t have to spend a lot of time thinking about what and how to record events and activity. If this is the case, then the information is going into the system the same no matter who is inputting it.  This drives reporting which drives decision making which drives speedy business.
  2. Timing of inputs is critical. I hear the statement a lot that says if events and activities aren’t in the CRM then it didn’t happen.  I would take this one step further by requiring our team to make their entries daily.  I don’t want to make a decision at the end of the day that doesn’t include that day’s business.    This drive speedy, accurate decisions.
  3. If you are not targeting the proper buyers, your CRM system will reflect that if 1 and 2 are true and adhered to. If you are targeting the right buyers, those that you have proven need you, then your speed to make the sale will be optimized.  Thus, if find a deal that is slipping or taking longer than your average number of days to make a sale, you need to quickly review the buyer persona for variances from your optimal buyer.  I’m not supporting not making the sale if it takes longer, I’m an advocate of knowing why the normal process is taking longer than it typically does.  So, know your sale’s cadence and keep it optimized by selling into the proper target.
  4. Follow your CRM’s documented sales process. This is so important.  Why would you go through the work to create and continuously evolving and improving sales process, update it, and train on it, then not follow it?  I see this a lot.  Look, you know what it takes to make a sale.  Whether the process is highly simply or highly complex, follow it.  Be consistent, so that when you are reviewing your sales pipeline, you can make quick decisions, coach your sales team consistently and quickly, and rapidly respond to your stakeholders in terms of forecasted revenue and future cash flow streams.

In summary, speed does kill in sports.  In business, speed kills too.  But being slow and inaccurate kills faster.  So, speed up your team’s approach in your CRM now.  Don’t wait.  If you don’t know what to do, call me.  We will get you started on the training needed to speed up your performance for the benefit and value to your customer.

See more here, whiterocktech.net, or call me, 501.777.8370.



The Relationship Between CRM and Accounting Systems

Non-Profit Growth and Developing A Data Culture Strategy






The development of a data culture in non-profit organizations is critical to their mission and vision.  Now, however, data culture is required for survival and sustainability.  Over the next 15 years, we see a couple of factors that support this thesis.

One, regardless of government leadership changes, we have witnessed that our government is mostly static except where debt policy is concerned.  Special interest groups, corporate lobbyists, and highly-funded candidates for office limit the policy changes.   The politicians that govern have little time to truly impact government policy rapidly.

Two, the corporate scale has become limited, in general, to the largest companies and the tech sector.  Thus, funds available to disperse to nonprofit missions, in general, decrease particularly to smaller non-profits.

Therefore, non-profit organizations must shift from a purely mission-centric strategy by infusing a culture that drives the mission with the data-driven policy in operations and funding outreach.


What is Being a Data-Driven Non-Profit Look Like?

First, decision-making shifts from decision making based on historical data to decisions generated from predictive outcomes.  To migrate an organization to this paradigm shift, the leadership must develop its initial strategy to install the right data information system that generates these predicative outcome data points.  Using a system like Salesforce is one of the fastest mechanisms for a non-profit to transition to a data-driven culture.  Why?  Salesforce provides the Enterprise Edition to all qualified non-profits for no cost to the first 10 licenses and deep discounts thereafter for all product licenses.  This CRM jumpstarts leadership to a low-cost start.  Working with a certified partner like White Rock also holds costs down as we deliver our solutions to non-profits at a fifty percent discount to follow suit with Salesforce.

Second, invoking a Salesforce CRM as the spearhead of the data systems enables quick integration to other systems such as marketing and accounting systems.  Non-profits rapidly advanced their ability to transition to a data culture when all data points relate to the key stakeholders, donors, and other interested people and organizations.  Therefore, a data-driven non-profit looks like an organization that supports its mission with two simple, strategic steps to enable decisions toward predictive outcomes.  In other words, make this decision fast, make it simple, so that it is effective sooner than later.


3 Key Steps to Make Your Non-Profit Data-Driven

When your organization has set the data platform, what is next?  The idea is to allow your team to go from “I think” to “I know”.  As previously mentioned, looking back at historical information shows the leaders how decisions made created past outcomes.  However, would last year’s campaign schedule for donors be the proper campaign for 2020 given the pandemic?  Are those donors prepared to donate in the same manner this year versus last year?  Is the message the same?  Not only will all of that be different but the outcomes will be different.  You need a model that will support the “I know” model more effectively and better each year moving forward. 


  • Make Your Data Transparent and Accessible

If your nonprofit’s data is guarded and hidden from your staff, it can derail your efforts to become data-driven before you even begin. So, be transparent and make your data easily available for your team. This includes everything from donor-centered metrics to financials on your nonprofit itself.

Beyond a weekly email, there are many other ways you can be transparent with your data, like:

  • Creating dashboards where people can track months, or even years, worth of data
  • Hosting quarterly review meetings to discuss and dissect your data
  • Encouraging individuals or teams to run data-centered growth tests and share their results with everyone

Transparency, while important, is only half of the equation though. You still need to empower your team to act on this data by equipping them with the right tools like Salesforce NPSP.  For example, the person in charge of your online fundraising can use Salesforce to run detailed reports on campaign data and draw insights about its performance that inform future campaign strategies.

Similarly, your development director can Salesforce to organize all your incoming data and provide structure to the noise. Further, your marketing team may use email automation tools that give you detailed metrics on things like open and click-through rates.  Having a system like Salesforce also enables policy around data quality and data integrity.  Where policy and system come together to help manage the data for accuracy, leadership must understand that the data is a key asset and managed like an asset for returns.

Salesforce allows you to sift through the mounds of data you will collect. This tool will help you communicate crucial information to your entire team about where you have been, where you are, and where you want to go.  Where you want to go is the “I know” to a data-driven culture.


  • Focus on Actionable Metrics

As you and your team progress, avoid the overwhelming tendency to panic when data volume increases. The key here is to not focus on everything.  Instead, study the metrics which will help improve the performance of your nonprofit as a whole or the individual departments within.

Keep your team concentrated on actionable metrics that provide context to help your organization change behavior and improve performance. Try to avoid vanity metrics, which often lack the context needed to grow your nonprofit.  Here is a quick example to help illustrate:

Vanity Metric: The total number of people who clicked “like” on your nonprofit video posted to Facebook

Actionable Metric: The average amount of time people spent watching your video

The vanity metric here fails to tell you anything of importance: 

  • Did these people only “like” the post, or did they share it?
  • How much of the video did they watch?
  • Are they interested in your message, or did they simply click “like” because it came across their feed?

The actionable metric here, by contrast, gives you a keen sense of success. You know, with certainty, how long people spent watching your video.

If the average engagement time is 50 seconds, but your video was 90 seconds, you can apply that learning moving forward. Your team can aim to have the next video you produce to be 50 seconds or less to ensure maximum audience engagement.  Thus, tracking actionable metrics shows you what works and what does not. From there, you know if you should double down on your tactics or pivot direction.


  • Hire the Right People

Not every employee you bring on to your team will have the analytical training of an engineer, but that does not mean they cannot appreciate and use actionable data in their distinct role. The right person, regardless of function, will understand how crucial data is to your nonprofit’s success.

As you build your data-centric mindset, take the time to also build a data-centric team. A few potential indicators in a prospective hire might be that they have:

  • An inquisitive and curious nature
  • The ability to recognize trends and find the root causes behind those trends
  • A decisive attitude that allows them to draw conclusions and a course of action

Once you have got the right team, it is important to foster an environment where they can develop into stronger data-driven professionals. The culture you create is paramount to your success. Here are three simple things you can do to keep data on everyone’s mind:

  • Always demand some quantitative analysis to back up assertions from your team
  • Reward people for creating and testing hypotheses before jumping into something head-on
  • Allow people to select the key metrics they want to track

Creating a data-driven culture in your organization is not something that will happen overnight. It takes time, patience, and a lot of reflection to figure out what is working and what is not. And along the way do not be afraid to ask your team for feedback.

If you are looking to take your data-driven mindset further than ever before, or get the engine started for the first time, please do not hesitate to contact us.  We have a great “getting started” program that will help you walk before you run.


The Relationship Between CRM and Accounting Systems

3 Core Advantages of Salesforce Health Cloud with White Rock



Salesforce Health Cloud with White Rock delivers healthcare providers the ability to go beyond health records and build stronger relationships with patients. Patient centered healthcare is the new reality today.

There are three core advantages of the new Salesforce Health Cloud:

Complete patient view
• Smarter patient management
• Connected patient engagement

With the Affordable Care Act and outcome-based reimbursement policies, mandates and incentives were created for providers, payers, medical device manufacturers, and pharmaceutical companies to concentrate more on patient care and satisfaction. While at the same time causing patient expectations for information, interaction, and access to rise quickly and radically.

To succeed, the healthcare industry must transition from a medical record management methodology to a strategy focused on the relationship between the patient and their relationships caregivers, payers, and other providers related to their well-being and healing. The direct path to improving patient satisfaction is the delivery of high-quality patient care, controlling avoidable costs, and improving outcomes. However, providers today are burdened with high-cost, legacy systems. Further, the challenge to make the paradigm shift to healthcare that is 1-to-1, smart and connected to patient needs has a long-tail timeline but does have a highly measurable ROI.

Salesforce Health Cloud with White Rock uses the power of the cloud, social, and mobile technologies to create an environment that enables everyone from admins to patients to specialists to get the information they need at any time and on any device.

Curious to learn more about the 3 core advantages of Salesforce Health Cloud with White Rock? Take deeper dive below with us.


Salesforce Health Cloud with White Rock provides a complete view of the patient which includes:

• Create rich, contextual patient profiles – because you can customize the data captured easily, the patient information collected can reflect the necessary information to provide the “story” of their health journey from start to finish.
• Access collaborative care network and health timelines – again, the story has a visual look because of the rich patient profile.
• Integrate patient data from the electronic health record (EHR) – rendering the data in the EHR helps to depict the full story thus caretakers and other stakeholders get the accurate view as opposed to parts and pieces in various unrelated systems.
• Incorporate third-party data from medical devices and wearables – given the popularity of devices that can transmit data back to caregivers helps patients help themselves.

With a complete view of the patient, you have easy access to the right patient information including current conditions and medications, appointment history and communication preferences.

Salesforce Health Cloud works synchronously with your health system’s EHRs to make patient data easily referenced, actionable and current from any device. And with medical devices and wearables integrated directly to Salesforce Health Cloud, you can even gather data from at-home devices, such as glucose levels, sleep patterns and activity measures.

Salesforce Health Cloud with White Rock delivers a holistic and real-time view of each patient’s health, giving healthcare providers the information, they need to provide care that improves outcomes for patients and populations.


Salesforce Health Cloud with White Rock makes it possible for healthcare providers to:

• Prioritize tasks across all their patients’ needs – leveraging the admin tools in Salesforce, White Rock can automate and notify key patient relationships about tasks due, recurring tasks, and prioritize them by stakeholder. The patient can see a full view of treatment plans, recovery therapies, and who has assignments of these priorities.
• Segment and manage patient populations – the importance of grouping patients in ever-changing ways is critical. Given the recent pandemic, having the ability to segment patients is critical for staffing, managing hospital assets and space accommodations, and treatment equipment and medicine.
• Map personal and professional caregiver networks – in geriatric medicine particularly, families get the real-time knowledge about those that are caring for their loved ones. In addition, those serving patients of all aspects of treatment, all caregivers can view the care team members and collaborate for optimal recovery plans while the patient is fully aware of all of these critical connections.

Salesforce Health Cloud with White Rock features a ‘Today’ page to provide a holistic view of your patients and the most critical tasks related to your full patient population. With the Today view you can make care decisions efficiently by browsing the customized care plan for tasks and quickly acting on them. You also can segment and manage patient populations, such as sending a message to all patients with high-blood pressure to schedule regular check-ins, in a single secure and private message.

And with the power of the Salesforce Platform, you can review all internal conversations that involve your patients, making care coordination and patient handoffs easier and more efficient. You can even map personal and professional care networks, so you can assign ownership of health goals to anyone on the care team — including the patients or their families. Salesforce Health Cloud empowers you to easily manage your full patient populations, personalize every interaction and drive better outcomes.


Salesforce Health Cloud with White Rock makes healthcare information more accessible, improving workflows and care outcomes:

• Collaborate seamlessly with care teams and patients – having one central platform to access all of the parties of the patient treatment team provides the high-quality exposure to the information related to recovery plans.
• Assign tasks to caregiver networks – whether these tasks get assigned via automation or by each individual caregiver, the patient’s care team has a 360⁰ view of the critical medical treatment plan components as well as the communications and tasks related to that journey in an organized presentation.
• Share secure messages to any device – security is of utmost importance with cloud technologies at Salesforce. Delivering confidential communications to patients from caregivers and the patient’s responses will help families be unified and fully knowledgeable of every step of treatment for their loved ones.

With Health Cloud, care coordinators can securely collaborate and assign tasks across the caregiver network. This extends across the full care system as you can work with patients to chart progress against care plans or health goals; easily communicate with physicians, care coordinators and family members; and get answers quickly from specialists across the provider network.

And by extending Salesforce Health Cloud with White Rock to mobile platforms, you can send secure messages to patients’ mobile devices, meeting their expectations for convenient communication, encouraging deeper engagement and accountability, and developing stronger relationships and loyalty.


Today’s modern healthcare systems must rapidly evolve to meet the base expectations of the connected patient.
Salesforce Health Cloud with White Rock puts the patient at the center of the care by giving caregivers core advantages:

• See a complete view of the patient with integrated data from EHRs, wearables and more
• Make smarter care decisions from a single console
• Engage with patients across their caregiver networks and on any device

Salesforce Health Cloud was developed in partnership with leading healthcare companies, including Centura Health, DJO Global, Radboud University Medical Center, UCSF and Philips. The features and functionality that are core to the platform are continuously getting developed so that care improvements are iterative and rapid in response to ever-changing conditions like COVID-19.

As a Salesforce independent software vendor (ISV), White Rock supports the Health Cloud Platform by providing data and other technical integration solutions with leading medical IT systems, such as Epic, Cerner, GE Healthcare, and others. Salesforce Health Cloud empowers you to go beyond health records and build meaningful relationships with patients.