Customer Success

Clear Capital Simplifies Reporting With Lookup Helper & 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, Helper Suite, Customer Success, Industry: Financial Services

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