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Blogs about Salesforce and Hubpsot along with related integrations, projects, and support services provided to our customers throughout the US. We would love to hear from to learn more about your thoughts and ideas around the vital platforms for CRM and Marketing.
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...
3 Core Advantages of Salesforce Health Cloud with White Rock
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...
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...
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