Customer Success

Account, Contract, Rollup Helper, Lookup Helper

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

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