Customer Success

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

Challenge: Simplifying Accounting Processes

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

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

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, real-time data, Net Promoter Score, customer experience, data aggregation, Industry: Software