Customer Success

Clear Capital Simplifies Reporting With Lookup Helper & Rollup Helper

Financial services (realty) lending analytics, Clear Capital, uses free Salesforce admin apps Helper Suite by trusted Salesforce partner Passage Technology: Rollup Helper, Lookup Helper, Storage Helper. Case study, customer success story.

When Clear Capital needed to display multiple revenue and volume summaries for use in multiple business units, Business Systems Administrator Lisa Foster led the search to find a solution.

Custom Object, Helper Suite, Customer Success, Industry: Financial Services

CFO Cloud Consulting Manages Billing Data for Clients With Rollup Helper

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.

Challenge

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, Customer Success, real-time data, data aggregation, Industry: Financial Services

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