--- title: "Aggregating Customer Success Data: Research Leads ISI Analytics to Rollup Helper | Customer Success" description: "Customer story: Rollup Helper eliminates the need for complex Flows & custom Apex code for analytics company." image: https://isianalytics.com/wp-content/uploads/2024/04/isi-analytics-logo2@2x.png --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Aggregating Customer Success Data: Research Leads ISI Analytics to Rollup Helper ![ISI Analytics](https://isianalytics.com/wp-content/uploads/2024/04/isi-analytics-logo2@2x.png) ISI Analytics helps organizations transform raw unified communications data—from Call Detail Reports (CDRs) to call queues—into actionable insights that drive performance and business outcomes. Whether it’s enterprise-grade CDR reporting or comprehensive analytics, their solutions eliminate complexity and deliver visibility across platforms like Cisco, Webex Calling, Microsoft Teams, and Avaya.  Mike Minogue, who is the CRM Specialist at [ISI Analytics](https://isianalytics.com/), recently shared an interesting story about how he discovered Rollup Helper.  Although the Salesforce Administrator before him had downloaded and used Declarative Lookup Rollup Summaries (DLRS), Mike determined that it wouldn’t provide the flexibility that they needed. Meanwhile, ISI’s VP of Customer Success was in the process of exploring a third-party customer success tool called Totango, and she wanted Mike’s input on the possibility of integrating this tool with Salesforce®. ### Searching for a Solution to Aggregate Customer Success Data  Mike said, “I began doing my research and while reading through [Tontago’s Salesforce integration FAQs](https://support.totango.com/hc/en-us/articles/203691325-Salesforce-integration-FAQs), I noticed that Totango specifically mentioned Rollup Helper as a tool that can provide a workaround for customers looking to get data onto the Account object in Salesforce.”  After further research, Mike downloaded and began using [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview). Mike says he chose Rollup Helper based on the following factors: - Easy-to-use interface, and a free edition with a fairly priced paid option. - High security standard as stipulated by this [Data Security / Security Audit FAQ Knowledge Base article](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496) on Passage Technology's website, which provided peace of mind for ISI’s Security Officer. - Ability to get data onto the Account object in Salesforce. ### Rollup Helper Eliminates the Need for Complex Flows & Custom Apex Code The third-party customer success tool that ISI is exploring needs to have a “Renewal Date” field on the Account object to properly work. “For us, that data lives and originates from the Service Contract object. We would not be able to roll this up to the Account level using native functionality within Salesforce. Rollup Helper gives us the ability to easily do this,” he explained. Rollup Helper has saved ISI Analytics time and added efficiency to their process. “Because of the simple workaround that the tool can provide, I no longer must build a complex Flow or write custom Apex code. Rollup Helper is an easy-to-use, no-code solution,” Mike said. And the results? “So far, the results are all entirely accurate and aligned,” he concludes. ### Learn more about[Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview)  Tags: [Rollup Helper](https://www.passagetechnology.com/customer-success/topic/rollup-helper), [Customer Success](https://www.passagetechnology.com/customer-success/topic/customer-success), [data aggregation](https://www.passagetechnology.com/customer-success/topic/data-aggregation), [custom Apex code](https://www.passagetechnology.com/customer-success/topic/custom-apex-code) | [** Benecon Leverages Rollup Helper for Multiple Time-Saving Use Cases ](https://www.passagetechnology.com/customer-success/rollup-helper-saves-time) | [Customer Success](https://www.passagetechnology.com/customer-success) | [ Rollup Helper Elevates AI Company's Revenue Reporting With Connected Account & Product Data ** ](https://www.passagetechnology.com/customer-success/rollup-helper-enhances-capacitys-revenue-reporting) | | --- | --- | --- | [ Rollup Helper Elevates AI Company's Revenue Reporting With Connected Account & Product Data ](https://www.passagetechnology.com/customer-success/rollup-helper-enhances-capacitys-revenue-reporting) [ Aggregating Customer Success Data: Research Leads ISI Analytics to Rollup Helper ](https://www.passagetechnology.com/customer-success/aggregating-customer-success-data-research-leads-isi-analytics-to-rollup-helper) [ Benecon Leverages Rollup Helper for Multiple Time-Saving Use Cases ](https://www.passagetechnology.com/customer-success/rollup-helper-saves-time) [ Rollup Helper Provides Sales Insights Needed for Data-Driven Decisions ](https://www.passagetechnology.com/customer-success/rollup-helper-sales-insights) [ Rollup Helper Simplifies CPQ Calculation Process for Kipu Health ](https://www.passagetechnology.com/customer-success/rollup-helper-cpq-kipu) [ Rollup Helper Elevates AI Company's Revenue Reporting With Connected Account & Product Data ](https://www.passagetechnology.com/customer-success/rollup-helper-enhances-capacitys-revenue-reporting) [ Dakota Financial Uses Rollup Helper to Make Smooth Transition to Salesforce ](https://www.passagetechnology.com/customer-success/rollup-dakota-customer-story) [ Aggregating Customer Success Data: Research Leads ISI Analytics to Rollup Helper ](https://www.passagetechnology.com/customer-success/aggregating-customer-success-data-research-leads-isi-analytics-to-rollup-helper) [ Benecon Leverages Rollup Helper for Multiple Time-Saving Use Cases ](https://www.passagetechnology.com/customer-success/rollup-helper-saves-time) [ Rollup Helper + Lookup Helper: A Winning Combination for Aspire ](https://www.passagetechnology.com/customer-success/rollup-lookup-aspire-customer-story) © 2026 Passage Technology LLC All Rights Reserved. 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