Salesforce and HubSpot · Proven modules, not billable hours
You don't have a CRM problem. You have a process problem.
WhiteRock is a RevOps partner that fixes the processes behind Salesforce and HubSpot and connects them to your ERP, so sales, finance, and operations work from the same numbers.
One connected process across sales, finance, and operations.
Trusted when the numbers have to be right
“I think what we've paid WhiteRock in investment has been paid back tenfold in efficiency, effectiveness, and reporting and just getting us headed in the right direction.”
Sound familiar?
Most CRM problems start in the process.
When process, data, and tools fall out of step, it shows up across the business. Here are five common signs.
Pipeline you can't trust
Forecast calls turn into guesswork, and leadership stops trusting the numbers.
Orders that lose their context
Quotes, orders, and invoices get retyped between the CRM and the ERP, and details drop along the way.
Reporting that misleads
Sales, finance, and operations each bring their own number to the same meeting.
Automation that never got built
Manual follow-ups, copy-paste handoffs, and reminders that live in someone's inbox.
A CRM no one owns
No dedicated admin and a workaround for everything. No one is accountable for the data.
Why WhiteRock
Most partners configure software. We fix the process behind it.
Process first, not platform first
Technology doesn't fix broken processes. It amplifies them. We start with how your revenue operation actually works, then shape the platform to fit.
“Without WhiteRock's contribution to process standardization up front and to implementing these best practices in Salesforce configuration… we wouldn't be where we are.”
We speak the language of business
We understand your financial model, your compliance environment, and how revenue actually moves through your business, and we build the operations to match.
“There's been some really good suggestions that were much more business and operations-oriented than I would expect from just a software implementation partner.”
A partner, not a vendor
Clients describe us as part of their team. We're responsive, accessible, and invested in outcomes, not just deliverables.
“I appreciate WhiteRock's partnership and for really helping us in the very hyper-growth mode that we're in.”
Support that stays with you
Your CRM needs attention long after launch. We flag issues early, make improvements, and keep it working as your business changes.
“They are just so incredibly knowledgeable and friendly and attentive and responsive.”
RevOps services
We meet you where you are.
Then we build a roadmap that fits your people, process, and pace.
Integrations
Connect your CRM to your ERP and marketing tools, so customer, order, and financial data reach the teams that need them.
Learn more →How you buy from us
Proven modules, not billable hours.
Most partners bill by the hour. With WhiteRock, you pay for proven work, a one-time setup, and predictable monthly support.
Pre-built modules
Proven Salesforce and HubSpot builds, including ERP and finance connections, so you aren't paying to start from scratch.
A one-time setup
We fit the modules to your process and connect them to the tools you already use.
Predictable monthly support
One steady monthly engagement for support and improvements, with no hourly surprises.
Connected to the tools you already run: NetSuite, Business Central, MuleSoft Composer, Salesforce Account Engagement, and more. Browse the integration hub →
Our work
Real clients. Specific work.
A few of the businesses we've helped, and the work behind each name.
Manufacturing · Salesforce
A CRM built around the business
Salesforce process design, CRM implementation, and reporting for a manufacturer.
Technology services
Sales, delivery, and forecasting in one view
Sales workflows connected to delivery tracking and leadership dashboards.
Mechanical services · Salesforce
Six business units, one way to run marketing
Salesforce Account Engagement connected to the Salesforce CRM Exigent already used, with one standard process behind it.
Featured use case · Manufacturing
An order handoff your team can follow.
Orders could lose their context.
Portal orders from Salesforce needed to reach NetSuite with the right quote reference, and failed handoffs had to be visible.
Connect the order and its controls.
WhiteRock worked on the MuleSoft Composer order handoff, with an alert when an order doesn't come back from NetSuite.
A handoff with a way to follow up.
A failed handoff now sends a notification that links straight to the affected Salesforce order.
Who we work with
Built for growth-stage and mid-market teams.
Especially teams scaling past founder-led sales, and PE-backed companies preparing for an exit or integration.
Manufacturing and industrial
CRM and ERP integration for complex sales cycles, distribution networks, and field service teams.
Learn more →Knowledge-intensive services
For firms with complex delivery: clean handoffs from sale to project, and a forecast leadership can defend.
Learn more →PE-backed companies
RevOps that supports due diligence, portfolio reporting, and post-acquisition integration, with costs you can plan for.
Learn more →We're usually a fit if:
- You have about 50 to 1,500 employees
- You run Salesforce, HubSpot, or both
- Your CRM needs to work with your ERP, finance, or service teams
- You want a partner who stays after go-live
Not sure? We'll help you figure that out in the first conversation.
Our team
Senior people stay in the room.
Hands-on leadership, from first call to go-live. You'll always know who owns the next step.
Mike McGibbony
Founder & CEO
Logan Walsh
COO
Hannah Thompson
Marketing Director
Joe Yelanich
Head of Sales
“I have a lot of respect for WhiteRock… the integrity of Mike and the team that he's hired. If they say they're gonna do something, they're gonna do it.”
Let's talk
Tell us what isn't working.
Bring the tools you use and one example of where work gets stuck. In 30 minutes with Joe, we'll look at the problem, the outcome you need, and a practical next step.
Your tools and one real example are enough to start.
Your tools and your team
What you use today, and how sales, finance, and operations depend on it.
Where the work gets stuck
The missing answer, repeated entry, or mismatch that needs attention.
What we'd fix first
And whether an assessment and roadmap would help.
How does pricing work?
We don't bill by the hour. You pay for the pre-built modules you need, a one-time setup fee, and predictable monthly support.
What's a module?
A proven Salesforce or HubSpot build, such as an ERP connection, that we've refined across clients and fit to your process.
Do we need to replace our CRM or ERP?
Usually not. Most of what we fix lives in the process and the connections between tools. If a replacement makes sense, we'll tell you why.