Some of our Work


Playboox is a company based in San Francisco, CA and is an expert in sales methodology and sales process execution.  

Problem 

They had developed an application that integrated with Salesforce but the application could not be deployed without Salesforce and the application could not stand on its own.  Playboox needed a firm to develop their application so that it could work with Salesforce Lightning, Classic, and SF1 Mobile.

Solution

We worked with their product design team to architect a new application with significant ease-of-use, new features, page layouts, and an experience for all of its users.  We worked for 8 months in development and worked with the Playboox customers that were interested in utilizing the application to gain feedback and additional features in the application to further the integration into the Salesforce.com platform.  

The result was an application that Playboox is taking to market with some key prospective clients using the application in several proof of concept scenarios.  The application has had very positive and raving reviews and is available now for purchase on the Salesforce.com AppExchange.  

Summary

Playboox can now take the sales methodology that they have created and systematize it into sales teams to provide a guided selling approach, using state of the art playbooks for sales reps, coaching for sales reps, and guided learning for the sales teams.  This application has been significantly improved from the previous version and is now market ready and Playboox is executing their very well defined sales process in order to build market share in the growing space of sales enablement and sales process execution.  



Problem 

The business development division of Arkansas' largest healthcare provider, Baptist Health, was in need of a new CRM system.  Their previous partner didn't have an effective cloud solution, mobile solution, nor did Baptist have the time or skills required on staff to migrate to a new platform for managing the sales activity conducted daily by their business development team.  They needed a solution to help more easily and more quickly input their meeting activity, keep up with history of each of their physicians, and have a more effective meeting time without having to wait till the end of the day to update the information after returning to the office.  

Solution

We worked with their management team to come up with a solution to purchase Salesforce licenses, created the system architecture, and executed the migration, mobile app setup, and trained the team to use Saleforce.com.  We did this all within 30 days.  We moved 8,500 records into Salesforce, created custom fields, built data validation, created solutions using existing free app from the Salesforce.com AppExchange, and spent quality time with all of the business development team to ensure that they had a solid launch of the program and new features.  

Summary

The result for their reps was a faster and shorter work day which now was no longer extended at the end of the day by coming back to the office to input their work.  Reps can now update their physician records immediately after the meeting from their iphones, ipads, or androids.  Information is entered into a controlled environment and they have the continued support of our team as new needs arise and new policies get put into place.  Baptist Health can now extend Salesforce into other parts of their business as those needs begin to get recognized and value assessments and impact analysis shows the value of extending Salesforce.com.  

Problem 

SC Home came to us via a referral. SC Home provides residential and commercial installation of doors, siding, windows, and roofing.  Sam Carrasquillo, CEO, came to us with a complex problem.  SC Home, using a great OEM product on the Salesforce.com platform, ImproveIt360!, was considering moving to a full Salesforce.com license suite.  SC Home was struggling with project management, communication tracking with customers, mobile deployment, and handling customer calls effectively.  After an extensive review and evaluation by our team, we encouraged SC Home to stay the course with ImproveIt360! and let White Rock provide the expertise to help build a solution in conjunction with ImproveIt360! and continue to leverage their current investment.   

Solution

Based on the review, we came up with four immediate projects:  1) build a customized email system that would be nested into the Salesforce.com platform and allow users to send and receive emails from customers and have those emails be listed in the customer's record as activities.  This allowed reporting using the standard reports and dashboards on the Salesforce platform and integrated these activities to provide a full 360 degree look at each of their customers.  2) we assisted and trained the SC Home users by going deeper into project management utilizing the ImproveIt360! custom object so that automated project activities could be used to better track the progress and documents associated with each customer installation.  Also, the project job cost information became more accurate and allowed for bettered real time management of each project.  3) we reconfigured their mobile app so that each field rep and installer could use their mobile device to set appointments, take pictures of job sites and attach them to the customer profile, and have a full view of the calendar so crews and sales reps were made fully aware of each job and what needed to be done.  4) we solved the call handling volume by configuring a customized integration between their RingCentral cloud-based telephony system and their customer records so that when incoming calls were received by the call agents, the customer's record would display in a new window thus speeding up the service without interrupting any current work that was being performed.  

Summary

The results of these initial projects were realized immediately.  No longer were projects tracked outside of the Salesforce environment, providing one place to see what was going on at anytime and allowing management to receive custom reports real time about the status projects.  A reduction in labor costs was realized due to the speed with which calls could be handled thus redistributing that labor for areas of production and marketing.  The email system that we created now allows their users to stay in Salesforce and not have to go to multiple locations for email clients because all of the information is recorded and reported in the customer record.  The mobile app has made appointments with new potential customers more effective because no longer do the sales reps and crews have to write out notes and then come back to the office to make their notations.  The workload has been redistributed and there is a significant reduction in steps due to these projects.

 

Problem

 

The Baptist Missionary Association of America came to us with a complex problem to resolve.  One of the many services that BMA provides to its church members is an annual updated directory for its church members.  With over 1,250 churches and 4,000 individuals, the annual task of updating the information and collecting new information for publishing and printing these directiories was very time consuming and costly to produce.  Their leadership decided that a valuable offer to their membership would be to develop a process where those church members could login to the BMA website to access their records and update them on their own and also have the ability to download their information in a PDF for sharing within their churches.

Solution

White Rock Technologies was engaged to work with the BMA team to develop an architecture for this process and develop the custom requirements.  Because of budget constraints, we were not able to leverage the Salesforce Partner Community functionality so we first had to address the login workflows and process so that users could self-serve this function.  We provided a WordPress add-on to handle the login process, new user setup, and password functionality so that users could handle this process on their own with administrative assistance from the BMA staff.  

In addition, our team of experts created the multiple functions needed once logged in to the site.  Users logged in have the ability to update all of their contact information, the roles of those contacts, and other important annual statistics that need to be input annually.  The church members also needed the ability to order hard copies of directories if they still wanted to have a copy so we had to integrate their system with their donation system platform, MobileCause.  We were able to provide this fully customized solution, training, and deployment live within 60 days.  

Summary

The results were truly a "game changer" for the BMA team.  The speed to get the information updated was realized and the minimization of efforts for updating the information were genuinely met.  We are very proud to serve the BMA and a true partnership has been established.  They are able to focus their freed time and resources now on their big mission - bringing Christ to all who will have faith in Him for eternal life.