Smart Management of Sales Opportunities

Tailored dashboards give management “big picture” views on progress toward sales goals, backed up with detailed drill-throughs and reports grouped by product, region, salesperson, and more.

Streamlined data entry and automated workflows tuned to your business ensure your sales team spends more time engaged with prospects and less time on “digital paperwork.” Smart reminders help prioritize follow-up activities for every active opportunity so multiple deals can be advanced simultaneously.

Forecast with Confidence

Reduce end-of-quarter anxiety and make more informed business decisions based on an accurate, shared view of exactly what’s in the pipeline and its probability to close. Plan for business growth with a clear view of your potential, a view that isn’t distorted by duplicated records, inconsistent classification, and other common flaws that impede progress and weaken trust in your projections.

Protect Vital Business Assets

Your CRM system contains confidential, proprietary information that’s vital to your business, including details on your current customers, your pricing, your target prospects and current opportunities.

Ensure your Salesforce installation is continuously protected with up-to-date security patches that match your IT policies, and access controls that restrict who can view, modify and export your data.

A Singular Focus on Your Salesforce CRM

White Hawk’s Salesforce administrators are solely dedicated to the management of each client’s Salesforce installation, so there are no competing priorities with your other IT initiatives.

With White Hawk’s team, you won’t have to delay high-priority and time-sensitive needs like importing new leads. Or waste valuable sales time working around inefficient processes and unreliable data.