Support Services

Salesforce and Hubspot Annual Support Services provide your organization with a well-organized solution for keeping up with your business changes that affect how you serve your customers and prospects.

Support keeps your CRM systems aligned to deliver accurate revenue forecasting for leadership and management while delivering a great experience that is organized.  Your customer will benefit from this significantly in the long term and maintain loyalty.

CRM solutions that deliver quality for your customer

Salesforce Annual Support Services

 

Tier 1 – $25/user/month – Paid Annually for licensed users

  • Administration – All administrative tasks listed on the Administration Tab plus object/creation management. Custom Apex, Visualforce, and Lightning Component creation is not included.
  • User support for questions – Those cases where you know what you want but you don’t know how to solve it quickly and need to off load the task configuration
  • Provide updates to reporting and dashboards that exists and add up to 15 new reports and 3 dashboards annually
  • Provide overviews and impact analysis for Salesforce’s 3 annual upgrades
  • Provide Critical Update testing in a sandbox before deploying to production

Tier 2 – $45/user/month – Paid Annually for licensed users (Most Popular)

  • All Tier 1 Services plus:
  • Backup and Emergency Restoration Services
  • Salesforce Process Changes and Improvements
  • Automated notification and alert setup
  • Automated Workflows designed and developed
  • Process Builder setup – limited to 10 annually
  • Create Validation Rules – limited to 6 per object annually
  • Training management – Train the Trainer

Tier 3 – $95/user/month – Paid Annually for licensed users

  • All Tier 2 services plus:
  • Leadership Guidance on Best Practices related to CRM
  • Guidance on expanding the use of Salesforce to custom fit to bring other workflows on to the Salesforce platform
  • Strategic Planning accountability on CRM platform
  • Customer Facing Strategies with Metric Development
  • Strategic, Collaborative, and Tactical Revenue Forecasting

Note:  Other Salesforce Platforms and Support Services can be customized for you.

Hubspot Annual Support Services

 

Tier 1 – $20/user/month – Paid Annually for licensed users

  • Administration – Import/Export records, Manage Settings, Manage Integrations,  ManageAll administrative tasks listed on the Administration Tab plus object/creation management. Custom Apex, Visualforce, and Lightning Component creation is not included.
  • User support for questions – Those cases where you know what you want but you don’t know how to solve it quickly and need to off load the task configuration
  • Create and update as many reports and dashboards as needed
  • Keep track of Hubspot updates and leverage benefits where applicable
  • Provide guidance to users and management on all key features and relate to your specific need

Tier 2 – $40/user/month – Paid Annually for licensed users (Most Popular)

  • All Tier 1 Services plus:
  • Automated notification and alert setup
  • Automated Workflows designed and developed
  • Campaign analysis, design, and setup
  • Sales process management and support for key improvement opportunities
  • Training guidance

Tier 3 – $90/user/month – Paid Annually for licensed users

  • All Tier 2 services plus:
  • Leadership Guidance on Best Practices related to CRM
  • Strategic Planning accountability on CRM platform
  • Customer Facing Strategies with Metric Development
  • Strategic, Collaborative, and Tactical Revenue Forecasting

Note:  Other Hubspot Platforms and Support Services can be customized for you.

What can you expect from our Salesforce and Hubspot Annual Support Services?

 

  • Reduced Cost – Using a third-party support firm like White Rock is more cost-effective than hiring a Salesforce or Hubspot expert in-house.
  • Improved Focus – With a Salesforce-certified expert just a few clicks away, you can focus on growing your business.  It’s important to have the peace of mind that if anything goes wrong, you have an expert (and the White Rock team) on-hand to quickly resolve your issues.
  • Long term improvement – through our expertise, we provide the map to climb the mountain of Salesforce and Hubspot.  Both platforms have lots of capability that can be daunting to anyone that doesn’t have the proper training and experience.  
  • Access to White Rock leadership – our leadership team knows how to create the trajectory to success and keep you moving toward the top.  With a combined 50 years in leadership, innovation, business, and technology, you are in great hands.

How Does Our Support Service Work?

 

Let Us Help You Get Started!

Whether you are considering investing in a CRM, or need help customizing or maximizing your current Salesforce or Hubspot CRM for your organization’s specific needs, we at White Rock are here to help. Simply click the button to provide some basic information so we can determine the best place to begin for you, and someone from our team will reach out to you as soon as possible.