Customer Success

Rollup Helper, Targeted Rollup, Hierarchy rollups, parent account, Industry: Education

The Ohio Department of Development works to enrich communities and support economic opportunities with the goal of helping businesses, communities, and individuals throughout Ohio thrive. To help...

Account, Custom Object, Rollup Helper, Rollup Summary Field, real-time triggers

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...

Account, Custom Object, Rollup Helper, Lookup Helper, child account, parent account, complex lookup field

As the largest poverty fighting organization in New York City, Robin Hood has been supporting families by building and fueling nonprofits across all five boroughs for 30+ years. Robin Hood’s mission...

Custom Object, Rollup Helper, DLRS, data aggregation, object API, target object, multiple lookups, Industry: Nonprofit

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

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

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

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, including cell site...

Project Management, Rollup Helper, Milestones PM+, Development Services, Lightning, Industry: IT

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+, Rollup, Targeted Rollup, Industry: IT

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, Industry: Financial Services

Challenge

A global research-focused pharmaceutical company needed a solution that would help them create a new business process from two older systems as well as their accounting system.

Rollup Helper, Milestones PM+, Development Services, Industry: Healthcare

Leapfin provides revenue operations software to automate processes like revenue recognition, KPI, and metric reporting without replacing any of the...

Rollup Helper, Industry: Software

Bizible offers an easy to use, software-as-a-service product to help online marketers answer the simple question “what’s working” in terms of real...

Account Based Marketing, Rollup Helper, Net Promoter Score, Industry: Software

An advocate for startups and small businesses, GSD Consulting specializes in end-to-end Salesforce consulting, development, org optimization, and ongoing support.

Custom Object, Project Management, Rollup Helper, Development Services, master-detail relationships, custom Apex code, billing

Nationally, only eight percent of ninth graders in low-income communities are expected to graduate from college by age 25. These numbers stand in stark contrast to rates for students in America who...

Rollup Helper, Industry: Nonprofit, Education, Industry: Nonprofit