Customer Success

Account, Contract, Rollup Helper, Lookup Helper

Rollup Helper, Lookup Helper, duplicate records, Opportunity Pipeline, duplicate quotes

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