As the leading platform for influencer marketing, Aspire helps brands build communities of ambassadors, influencers, and affiliates to share their brand stories at scale.
Aspire reached out to Passage Technology because they were running into limits based on active opportunities in Salesforce. For example, if one of the brands they work with has had a mid-term upsell or downsell, there could be more than one opportunity. Salesforce Admin Chloe Shockley chose Rollup Helper to overcome limitations like this.
Calculating Limits Across Active Opportunities & Tracking Last Sales Activity
Chloe explains, “Rollup Helper allows me to sum the limits across all active opportunities and populate this accurately on the Account record based on their active contract(s). This is customer facing data that impacts how our customers use our platform and Rollup Helper always performs with accuracy.”
Aspire uses Rollup Helper in a variety of ways in their Salesforce org. “One of the critical functions we use Rollup Helper for is populating licensed platform limits like the number of active projects, collaborators and users on Account records in Salesforce, which then sync to our product and gate usage,” adds Chloe.
“One of my favorite uses of Rollup Helper is tracking last sales activity at a contact and account level. Rollup Helper filters allow me to scan only the activities I care about—SDR and AE created—omitting any marketing activities we have logged on the contact/account. It's simple, but incredibly powerful for sales leadership insight to ensure the right leads are being touched at the right time,” said Chloe.
Populating Ultimate Parent Account Across Complex Hierarchies
They also use Lookup Helper to populate the ultimate parent account across their complex hierarchies, which is then helpful for multi-brands where limits may be shared across multiple platforms.
Chloe has been a customer of Passage Technology since 2020, and used Rollup Helper at two different companies. “Passage Technology support is one of the best out there and 100% why I chose to purchase it when I joined Aspire in 2022!” said Chloe.
“I didn't even consider other options because I was so happy with the tool itself and support when needed, especially when they create and deploy triggers on those pesky child objects! Both Rollup Helper and Lookup Helper are user friendly, reliable, and a great price point for startups with strict budgets,” concludes Chloe.
Learn more about Rollup Helper and Lookup Helper
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