Rollup Helper Provides Sales Insights Needed for Data-Driven Decisions

Carrie DuRard Consulting provides on-demand revenue operations and certified Salesforce® admin support for small to medium-sized businesses. Owner Carrie DuRard explains, “We focus on creating buy-in from the revenue team by educating and training them on how proper use of Salesforce can help them close more deals. Our approach turns Salesforce into a powerful tool for accurate sales insights.”

By leveraging their solutions, clients gain insight into who is selling what, how well, how often, and at what value, enabling them to make better, data-driven decisions. Carrie uses Rollup Helper as part of her process.

As a consultant, Carrie says she wants her clients to be able to modify rollups after she leaves the engagement. “That isn’t possible for most users that leverage DLRS. Using Passage Technology’s Rollup Helper ensures my clients are able to keep their org functioning long after I’m done,” said Carrie.

She explains, “Passage Technology’s Rollup Helper is a no-code, admin-friendly solution that outshines Salesforce’s Declarative Lookup Rollup Summaries (DLRS) in flexibility and ease of use. Unlike DLRS, which often requires Apex triggers and complex configurations, Rollup Helper works on any relationship, supports real-time, scheduled, or manual rollups, and provides a faster, more reliable experience.”

Rollup Helper Quickly Delivers Actionable Forecasting Information 

For example, when one of her clients wanted to see the active pipeline value, the lifetime value, and the recurring values of their accounts rolled up to the ultimate parent account, Rollup Helper made this possible. “This visibility provides my client with actionable marketing and forecasting information for their business,” said Carrie.

She appreciates that Rollup Helper delivers results quickly. Carrie adds, “Rollup Helper takes minutes to complete, not hours. My clients appreciate the fact that I can deliver their needs quickly and more effectively, saving both of us time. I see happy clients time and time again when I show them the possibilities that Rollup Helper delivers. That IS the best result.”

“For those looking to streamline rollups without coding headaches, Rollup Helper is the clear winner!” said Carrie.

Another consideration is the exceptional customer support she has received. “Passage Technology’s support team is exceptional—always responsive, knowledgeable, and willing to dive deep into complex logic to find the best solution. Whether troubleshooting or strategizing the best approach, they provide fast, insightful guidance that makes a real difference. Their commitment to customer success is unmatched!” concluded Carrie.

Learn more about Rollup Helper