Helper Suite Use Case Library

Problem: Sales wants detailed reporting, showing the break down of revenue by sales rep each month, including a leaderboard.

Information sales could be interested in includes Total Won, Total...

Sales Productivity, Rollup Helper, Lookup Helper

Problem: You want to set up the criteria in Storage Helper to automatically delete certain Accounts

For example, delete an Account if it has had no activity in several years.

Solution: Use Rollup...

Rollup Helper, Storage Helper

Problem

You need a way to prioritize records in Salesforce, whether it's for Lead/Contact/Account scoring, or for ordering cases like support tickets. However, you don't want to rely on an Admin or...

Account Based Marketing, Helper Suite, Lead Management, Rollup Helper, Lookup Helper, Prioritization Helper

Problem

There isn't out-of-the-box project management functionality in Salesforce. There are third-party apps like Milestones PM+, that help you can keep track with Gantt charts and hours, but...

Helper Suite, Project Management, Rollup Helper, Lookup Helper, Storage Helper, Prioritization Helper

Problem

You do business in the EU and you want to be GDPR compliant, but information about your users are in different spots. Your email opt-outs are stored in your email marketing system, up-to-date...

Helper Suite, Rollup Helper, Lookup Helper, Storage Helper, GDPR