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...

Why spend tens of thousands of dollars on a Salesforce marketing automation tool when Lookup Helper, in addition to a few other applications (like Rollup Helper and MailChimp), can do the same thing for a quarter of the price?