Resources
Explore our latest podcast episodes & blog articles below.
Trailside Talk Podcast Program
WhiteRock’s Trailside Talk podcast program shines a light on organizations that are leveraging Salesforce in powerful ways to better serve their customers.
Blog Articles
Momentum Helps You Progress Towards Your Goals
By recognizing & sustaining momentum & recognizing momentum shifts, we can achieve goals in a start-up business or a growing small business.
Know What Healthy Leadership Looks Like
Let’s dive into important points for a leader to be healthy and capable of delivering and receiving healthy influence.
Influencing Your Team to Become Great Leaders
Great leaders & managers influence their teams, build tight families, & give & share with their networks intentionally.
Top 5 Salesforce Tips: How To Get The Most Leverage From Your CRM
When optimized, Salesforce can definitely be a game-changer when it comes to managing customer relationships and driving business growth.
Non-Profit Growth and Developing A Data Culture Strategy
Introduction 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....
3 Core Advantages of Salesforce Health Cloud with WhiteRock
INTRODUCTION 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...
8 Salesforce Must Have Configuration Features
White Rock recommends 8 Salesforce must have configuration features that are highly effective in any organization for your customer. Of course, there are hundreds of “must have” features that can be listed. However, these are the ones we believe change the culture...
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...