Helping Organizations Win Their CRM Strategy & Growth Journey
Massive mountains cannot be climbed in a day, but the breathtaking view from the top is more than worth the time and energy exerted to reach the summit. The same is true for mastering a CRM platform and revolutionizing your team through your CRM Strategy. It’s a journey and it is remarkably important, impactful, and required for profitable growth. It takes careful planning, commitment, and training, but when executed effectively, it can be life-changing for your organization, especially when you allow WhiteRock to serve as your guide.
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What Our Customers Say
WhiteRock rocks! Mike and his team are the best at what they do. They have been indispensable in helping us serve our clients. The quality and speed of their delivery is unmatched. Count on WhiteRock to always come through.
WhiteRock created a new CRM system for us that is easy to use and customized for our needs. Their staff provided training and support to get our team comfortable from switching from another product to Salesforce Lightning.
We appreciate the professional service, prompt attention to our questions, via emails and phone messages, and the end-product that we now have in place.
Thank you, WhiteRock for working with us to insure we have a better product for our organization and those we serve.
WhiteRock has a deep knowledge related to sales and marketing automation, the leading services and tools that can help boost automation efforts, and a strong team to help pull everything together.
Whether you are just getting started or are looking to get more out of the tools you already invested in, I would highly recommend WhiteRock to put some much-needed fuel into your marketing and sales automation efforts so you can start driving higher deal volume with a more transparent and predictable sales pipeline.
At Metova, WhiteRock helped us reinvent our sales process and integrate the necessary automation tools we needed to give our entire sales effort the boost and visibility it needed to properly grow our business.”
WhiteRock was recommended to us after we had encountered an implementation nightmare. Their team was able to quickly assess a strategy and solution to correct several problems for us.
We have continued to rely on WhiteRock for all of our support and maintenance. They have a fine team and we would recommend them to anyone who is considering a migration to Salesforce or needs to optimize their strategy or system workflow to better serve the customer.
Our Core Services
From increasing customer loyalty, to streamlining time-wasting tasks, let our team design and implement a customized CRM strategy with the tools specifically needed for your team’s success.
CRM Integration & WordPress
By integrating your WordPress site with Salesforce or Hubspot, that lead data gets pulled and stored in your CRM for you to easily access, assess, and automate, and in turn, significantly turn up your prospect velocity.
Search Engine Optimization
Salesforce and Hubspot provide you with a goldmine of data, which can be incredibly valuable for your SEO strategy.
A remarkably flexible accounting system built on the Salesforce Platform that delivers a real-time, 360-degree view of your business, meaning you can view financial data from every possible angle.
Industries We Serve
Our Delivery Process
As we work to define a CRM strategy to help your company reach its goals and solve organizational problems, we always do so with both you, and your customers, in mind.
Once we have a CRM strategy in place, it’s time to break that strategy down into individual steps and create a system to help you meet your goals and solve your organizational problems.
No CRM strategy, no matter how well designed or detailed, can forecast every potential situation that comes along. That’s why flexibility is important, and why we like to take what we’ve built and thoroughly test it and train your team before going live.
With our help, we’ve defined your CRM strategy, designed your systems, customized your coding, worked through the kinks, and trained your team. Now it’s time to go live!