Customer Success

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

Uniti Fiber is the fiber infrastructure segment of Uniti, a publicly traded Real Estate Investment Trust (REIT). Uniti Fiber is a leading provider of infrastructure solutions,...

Project Management, Rollup Helper, Milestones PM+, Development Services, Rollup, Salesforce, Lightning, Uniti Fiber, Passage Technology

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