Customer Success Story: GSD Consulting (Formerly CRM Passport)

Main Objective: GSD Consulting specializes in end-to-end Salesforce consulting, development, org optimization, and ongoing support. We’re big fans of startups and small businesses! GSD used Rollup Helper internally to help them keep track of logged time, invoices, payments, expenses, and projects in custom objects, some with lookup relationships where they needed to roll-up data across objects.

Approach: Custom development roll-ups using Apex.

Challenge: Time entries are not master-detail to Invoices or Payments. We needed to roll-up time across those two objects in real-time.

Solution: Roll-up helper! We configured a few roll-ups to roll up time and dollars. We pull bill rates from certain objects to multiply them by the time, and roll-up the time and amounts from Time Entries onto Invoice and Payment objects. We then issue Invoices and Payments using DrawLoop DDPs.

Results: Immense value. This has allowed us flexibility in building out the functionality with a quick implementation. Saved us a lot of time. Roll-up Helper saved us so much time in developing our internal project management and billing solution. Without it, we would've had to have had a developer change things multiple times as we nailed down our data model. Highly recommended.