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Our Apps Fill Salesforce Gaps |
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Salesforce Pain Point |
How Our Apps Solve It |
Demo Kit |
| Salesforce rollup limitations and lack of purpose built tooling prevent/limit discovery and presentation of actionable info in the Salesforce UI. |
Rollup Helper empowers users to create rollups in just one rollup setting. |
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| Users need to manually relate records, resulting in incomplete data or duplicate data. |
With Lookup Helper, users can automatically relate records in Salesforce based on matching criteria. |
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| Salesforce doesn’t have project, portfolio, or resource management capabilities within any Cloud. |
With Milestones PM+, Salesforce users have project and related data right in their CRM, alongside contact and account information. |
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Lack of customizable rules for data validation and duplicate data resolution. Salesforce default limitations for data quality management make it difficult to prevent bad data creation, as well as to find and clean up existing data. |
Data Quality Helper allows users to go beyond Salesforce default limitations. |
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Formula fields, list views, and reports have limits and are too difficult to maintain when you’re simply trying to prioritize or score your Salesforce records. Apex coding is otherwise needed in order to prioritize records using a scoring system. |
Prioritization Helper allows users to Prioritize Records within Salesforce objects, without a developer. |
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| Action items, roadblocks and status updates are not easy to view/find in Salesforce. Salesforce offers very basic note and task functionality. |
Work Trail gives Salesforce users the ability to add, track, and customize notes and tasks. |
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