Implementation  Packages

We offer several implementation and services packages for you to choose from.  In addition, we also have customized services for those needing more complex implementations.  Regardless of the type of implementation you are seeking, we have the experience and skills to deliver and begin your journey with WhiteRock.

Everything Starts With a Rock Solid Design and Strategy

Each of our implementations begin with a deep dive into your motivation, desired objectives, and unique workflows that drive the strategy and design for your implementation and journey beyond.  Please review some of the standard implementation products and feel free to get started with WhiteRock.

Salesforce Quick Start Pack
  • Designed for rapid deployment
  • Designed for Enterprise or Essentials Editions
  • Sized for up to 20 user licenses
  • Includes:
    • Data migration from legacy system
    • Up to 3 custom objects
    • Up to 4 Dashboards and 10 reports
    • Up to 6 workflow rules
    • Up to 6 process builders
    • Up to 12 total data validation rules
  • Extensive End User Training
  • $20,000 fixed for 20 users on Salesforce Enterprise
  • $5,000 fixed for 20 users on Salesforce Essentials
  • Annual support services required
Power of Us Salesforce Quick Start Pack
Hubspot CRM Quick Start Pack
  • Data migration from legacy system
  • Extensive User Training
  • Design and configure sales process
  • Build up to 10 automated workflows
  • Integration of email
  • $14,000 fixed for up to 15 users
  • Annual support services required
SEO Initial Analysis & Roadmap
  • Review and detailed report of curent SEO health
  • Review and detailed report of current Google Analytic metrics
  • Creation of “Journey Map” with requirements for improvements
  • $5,000 fixed fee
Wordpress Lead Conversion Strategy Consult
  • Review website objectives and current performance against those objectives
  • Review Google Analytics for detailed traffic analysis
  • Review plugins used and landing pages for recommendations for improvements
  • Develop Journey Map for delivery of more visitors to convert to prospects
  • $1,000 fixed fee
Accounting Seed Implementation
  • Data migration of Chart of Accounts and current balances in accounts
  • Extensive user training
  • Integration of accounting information on Customer accounts and Vendor accounts, revenue forecasting integration
  • Integration of sales opportunities to sales transactions
  • Financial reports on accrual basis
  • Up to 10 custom reports and dashboards of accounting information
  • $15,000 fixed for up to 15 users of Accounting Seed licenses
  • Annual support services required
Sales Enablement and Playbook for Salesforce
  • Installation of up to 20 licenses of our Playmaker for Salesforce Lightning AppExchange product.
  • Customized configuration for Salesforce Opportunity object and Lead object
  • Native application to Salesforce
  • Must have Enterprise Edition of Salesforce
  • Guidance on Playbook content – Content experts can be provided at additional fees
  • $2,500 fixed fee for up to 20 users
  • App license fees $400/yr/user

Complex Implementation?

White Rock has implemented many complex CRM systems, both Salesforce and Hubspot, that require complex design requirements.  Please do not hesitate to provide some details and we will schedule an initial consultation with you.