Customer Success

Account, Custom Object, Rollup Helper, Lookup Helper, Customer Success, Salesforce, Passage Technology, real-time data, data aggregation, customer story, standard objects, display related records in Salesforce, revenue metrics

Account, Rollup Helper, Financial Services, Customer Success, Salesforce, Passage Technology, real-time data, data aggregation, customer story, accounts receivable delinquencies, Accounting Seed, outstanding invoices

Project Management, Milestones PM+, Transportation, Customer Success, Passage Technology, customer experience, customer story

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, Case Study, Customer Success, Rollup, AskNicely, real-time data, Net Promoter Score, customer experience, data aggregation

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...

Custom Object, Rollup Helper, Milestones PM+, Transportation, Project, Customer Success, Rollup, Targeted Rollup

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, Financial Services, Case Study, Customer Success, Rollup

Challenge

A global research-focused pharmaceutical company needed a solution that would help them create a new business process from two older systems as well as their accounting system.

Rollup Helper, Milestones PM+, Development Services, Healthcare, Financial Services, Customer Success

Leapfin provides revenue operations software to automate processes like revenue recognition, KPI, and metric reporting without replacing any of the...

Rollup Helper, Customer Success