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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Data Quality Helper allows users to go beyond Salesforce default limitations. |
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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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We’re currently working on enhancing our Partnership program and would like to learn more about your interest in partnering with us. Thank you for your feedback!
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