Customer Success

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Clear Capital Stays on Top of Data Trends and Simplifies Reporting with Lookup Helper and 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, Rollup Helper, Lookup Helper, Storage Helper, mortgage and lending industries, Display multiple revenue and volume summaries, link objects, lookup and rollup field

Rollup Helper & Lookup Helper Give SquadLocker’s Sales Team Data On-demand

Sports apparel platform, SquadLocker, uses free Salesforce admin app Rollup Helper and Helper Suite from trusted service partner Passage Technology. Case study, customer success story.

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...

Account, Custom Object, Rollup Helper, Lookup Helper, real-time data, data aggregation, standard objects, display related records in Salesforce, revenue metrics

Customer Success

Customer Success

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