Customer Success

Rollup Helper, Lookup Helper, Opportunity Pipeline

Rollup Helper, Lookup Helper, Industry: Healthcare

Rollup Helper, Lookup Helper, Opportunity Pipeline

Rare Karma is a CRM consultant specializing in front-office business transformation solutions and development using the Salesforce® and HubSpot platforms. The company combines deep industry...

Custom Object, Rollup Helper, Lookup Helper, parent account

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, Rollup Helper, Lookup Helper, Customer Success, Industry: Financial Services

A breakthrough online platform: Coach more, teach more, live more! SquadLocker's suite of tools empowers their users to provide every member of their community with all of their custom apparel...

Custom Object, Rollup Helper, Lookup Helper, real-time data, data aggregation