Customer Success

Rollup Helper, Lookup Helper, duplicate records, Opportunity Pipeline, duplicate quotes

Rollup Helper, Targeted Rollup, Hierarchy rollups, parent account, Industry: Education

As their organization grew, the Healthier Kids Foundation saw a need for a more structured approach for project management.

Project Management, Milestones PM+, Industry: Nonprofit, Industry: Healthcare, project tasks, assigning resources, tracking estimated hours

The Ohio Department of Development works to enrich communities and support economic opportunities with the goal of helping businesses, communities, and individuals throughout Ohio thrive. To help...

Account, Custom Object, Rollup Helper, Rollup Summary Field, real-time triggers

Rare Karma is a CRM consultant specializing in front-office business transformation solutions and development using the Salesforce® and HubSpot platforms. The company combines deep industry...

Account, Custom Object, Rollup Helper, Lookup Helper, child account, parent account, complex lookup field

As the largest poverty fighting organization in New York City, Robin Hood has been supporting families by building and fueling nonprofits across all five boroughs for 30+ years. Robin Hood’s mission...

Custom Object, Rollup Helper, DLRS, data aggregation, object API, target object, multiple lookups, Industry: Nonprofit

When Clear Capital needed to display multiple revenue and volume summaries for use in multiple business units, Business Systems Administrator Lisa Foster led the search to find a solution.

Custom Object, Helper Suite, Customer Success, Industry: Financial Services

A breakthrough online platform: Coach more, teach more, live more! SquadLocker's suite of tools empowers their users to provide every member of their community with all of their custom apparel...

Account, Custom Object, Rollup Helper, Lookup Helper, real-time data, data aggregation, standard objects, display related records in Salesforce, revenue metrics

Challenge: Simplifying Accounting Processes

Kathryn Cantwell’s company CFO Cloud Consulting is an independent consultant for Accounting Seed, which is an accounting application that’s native to...

Account, Rollup Helper, Customer Success, real-time data, data aggregation, Industry: Financial Services

Challenge: Getting the Team on the Same Page

A public transportation agency for a large metro area that serves more than nine million people needed a project management solution to help their team...

Activity Monitoring, Project Management, Scheduled Rollups, SUM, Milestones PM+, Salesforce mobile app, customer experience, Industry: Transportation

AskNicely is a customer experience platform whose mission is to help businesses drive customer happiness by collecting feedback directly after an experience (based on the Net Promoter Score...

Rollup Helper, real-time data, Net Promoter Score, customer experience, data aggregation, Industry: Software

Uniti Fiber is the fiber infrastructure segment of Uniti, a publicly traded Real Estate Investment Trust (REIT). Uniti Fiber is a leading provider of infrastructure solutions, including cell site...

Project Management, Rollup Helper, Milestones PM+, Development Services, Lightning, Industry: IT

Optical Solutions Australia (“OSA”) is Australia’s largest independently owned network distribution company. Founded in 2002, OSA has quickly become Australia’s No. 1 independently owned designer and...

Custom Object, Rollup Helper, Milestones PM+, Rollup, Targeted Rollup, Industry: IT

Founded in 2007, FineMark National Bank & Trust offers a comprehensive array of banking, trust and investment services to their clients. With locations in Florida, Arizona, and South Carolina,...

Rollup Helper, Industry: Financial Services

Challenge: Pharmaceutical Company Needed a Solution for a New Business Process

A global research-focused pharmaceutical company needed a solution that would help them create a new business process...

Rollup Helper, Milestones PM+, Development Services, Industry: Healthcare