Customer Segmentation

March 20, 2017

Problem:

In a world where technology is enabling more and more research to be done pre-sale, it is becoming increasingly difficult for both B2B and B2C businesses to stay in front of their customers...

Problem:

When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.

Sales Rep Reporting

December 16, 2016

Problem:  

As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.  Also, having a Sales leader board would further motivate Sales Reps to increase their productivity.

Problem:

As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer.

Problem:

For many businesses, converting Leads into Accounts, while important, is time consuming and can be error prone as it depends on manual User entry. Having the process automated will ensure...

The problem:

As a Customer Service Representative or Support Agent, I want to be able to quickly see a prioritized list of open Cases on an Account or Contact.

  1. Rollup organization-wide metrics - Create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it, so as to get a global SUM, AVERAGE, MAX, MIN, COUNT across all records tied to that organization-wide record.
  2. Categorize / group your...

With Lookup Helper you can automatically relate opportunity products to the account the opportunity belongs to. To Achieve this you may follow these simple steps:

If you have a need to automatically assign child records to the owner of the parent record, look no further for a solution! With Lookup Helper you are able to set a custom or standard user lookup field for a record automatically by referencing information available on a parent record.

Lookup Helper can automatically create lead source campaigns, and relate your leads directly to the correct lead source campaign. With this relationship in place you can see a related list of all of the leads that have come into your system for any given lead source, you may also use our Rollup...