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
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...
How to Increase Salesforce User Adoption Within Your Organization
Salesforce user adoption is key. Know signs & metrics for lacking Salesforce adoption & add increased adoption to your optimization journey.
Bring It Together With a Salesforce-ERP Integration
Integrate your ERP system with Salesforce. By bringing data from these two tools together, you extend capabilities to optimize process flows.
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.
Cultivating Connected Customer Experiences in 2023
Cultivating connected digital experiences is a 2023 trend shaping customer engagement. Optimize your CRM to exceed customer expectations.
Prioritizing Personalization
Salesforce makes personalization an attainable goal by bringing customer data together to provide a clear picture of each unique customer.
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.