Sales leaders and customer success professionals continue to face new challenges in a pandemic-affected business environment. Prospects and customers are no longer easily found in their business...
|View post||Tags: Account Based Marketing, Account Management, Sales Effectiveness, Activity Monitoring, Lead Management, Sales Performance Intelligence, Data Analysis Helper, Territory and Segmentation Intelligence, Sales Management, Account Performance Intelligence|
December 29, 2020
This year has been full of changes and challenges as many people transitioned from working in an office to working from home to help prevent the spread of...
|View post||Tags: Project Management, Milestone, Milestones PM+, Template, Passage Technology, covid-19, remote work productivity, onboarding employees remotely|
November 10, 2020
|View post||Tags: Project Management, Lookup Helper, Milestones PM+, Nonprofit, Project, Prioritization Helper, Rollup, Salesforce, Admin, Lightning, Passage Technology, custom delimiter for Text rollups, delete multiple rollups, filter logic options, Pledge 1%|
November 3, 2020
Problem solving is a skill needed for all job fields and levels. In your own life, you may have individuals you go to for advice often because they're a better problem solver than others, but what...
|View post||Tags: Prioritization Helper, Pairwise Comparison, diversity, bias|
September 30, 2020
Are you restricted by Master-Detail relationships? Do you find that you’re unable to create rollups on certain Objects or fields? Are you limited in your ability to create filtered rollups or face...
|View post||Tags: Custom Object, Limit Rollups, Rollup Helper, Scheduled Rollups, Healthcare, Financial Services, Declarative Lookup Roll-Up Summaries, Salesforce, Admin, Passage Technology, health check data, AskNicely, real-time data|
September 14, 2020
Before, workers would clock in and out with physical time sheets to prove they had come in to work that day, and for how many hours. There are now digital versions of time...
|View post||Tags: Project Management, Time Tracking, Salesforce|
Inc. magazine today revealed that Passage Technology is No. 3966 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a...
|View post||Tags: Milestones PM+, Development Services, Salesforce, Passage Technology, remote work productivity, Inc 5000, Applications, fastest-growing private companies|
August 3, 2020
Lead scoring is used in most B2B companies. It would be tough to follow up with every "lead" that came through, so sales must prioritize their time in order to maintain focus and efficiency. The...
|View post||Tags: Account Based Marketing, ABM, Prioritization Helper, Matrix Scoring, Value Scoring|
July 27, 2020
|View post||Tags: Project Management, Milestones PM+, Nonprofit, Project, Prioritization Helper, Rollup, Value Scoring, Salesforce, Admin, Lightning, Passage Technology, remote work productivity, Salesforce mobile app, hiring decisions, bias|
July 22, 2020
|View post||Tags: Project Management, News, Milestones PM+, Technology, Prioritization Helper, Salesforce, Admin, Passage Technology, covid-19, remote work productivity|