Customer Success

CFO Cloud Consulting Uses Rollup Helper to Manage Billing Data & Generate Revenue for Clients

Salesforce accounting app consultant CFO Cloud Consulting uses free Salesforce admin app Rollup Helper from trusted service partner Passage Technology. Case study, customer success story.

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

Account, Rollup Helper, real-time data, data aggregation, accounts receivable delinquencies, Accounting Seed, outstanding invoices, Industry: Financial Services

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