Passage Technology Blog

Dear PT, 

At our company, we are looking to improve and streamline our customer onboarding process. We sell a number of products and services, and each has a repetitive process to properly deliver and onboard. Usually, we clone a number of Salesforce^® Projects, and then make the changes necessary for that customer and purchase. As we’ve seen, this process is sometimes prone to errors and omissions. How can we make improvements?

Gus Towmer in Welcome, ON, Canada

Looking for ways to improve productivity and maximize efficiency? 

We’ve compiled our most popular use cases to help you get the most out of your Salesforce® data.  

Dear PT, 

At our company, we are having difficulties leveraging the default configuration for the Last Activity field in our Salesforce^® org. We are looking for a convenient and efficient way for RevOps team members to know what happened in our last contact with a customer, but it’s difficult since activities are split into both Tasks and Events. And it would be nice if we didn’t have to spend time on coding and ongoing maintenance to achieve this. Can you help?

C. Last in NOLA

This issue features the latest company news along with Lookup Helper and Milestones PM+ updates.

What do you want to be when you grow up? It's not often you hear kids answering, "a Salesforce Admin." Like many career paths, a lot of people stumble upon the option later in their career. Maybe you're transitioning into tech and see Salesforce as a big player. Or maybe you're a sales manager who loves the CRM and you love administering it.

Whatever the case, we understand why the position is attractive: it's a job that can be done remotely, there are companies of all sizes and industries to work for, and as of January 2023 the average salary for a Salesforce Admin is over $79,000 USD.

However, the Salesforce ecosystem is so large it can be daunting to get your feet wet, let alone dive right in. That's why we put a list of resources to get started — from training to landing a job.

Whether choosing in-house or outsourced administration, there are many considerations to achieve the ultimate goal of efficiency

Dear PT, 

Like many Salesforce^® users, we have to manually assign Leads to their related Account. Of course, this opens up the potential for errors. It would be nice if we could automate this process and then notify the correct salesperson about the new Lead. Any thoughts on how we could easily do this?

Dom Main from Lincoln, NE

Expanding Innovation, Deepening Data Insights, and Taking Projects to the Next Level

Sometimes the best way to find out what our apps can do is to hear from those who use them everyday — customers like you.

Dear PT, 

We use Salesforce^® at our company, but we manage projects outside of Salesforce. This creates numerous challenges, and never more than when an established project plan has dates and deadlines that must be adjusted. Obviously, there is a ripple effect on the project, and most project planning software can handle that. However, when it comes to the associated projects and tasks that also reside in Salesforce, extra work is required, and it can be subject to error.  What can we do about this?

Ty M. Schiff in Gantt, AL

Taking Customer Relationship Management, Ordering, and Inventory to the Next Level

Recent survey findings from Gartner show that businesses are relying on technology now more than ever as they deal with issues like fuel shortages, supply chain disruptions, inflation, as well as growing customer expectations. Gartner’s “Software Market Insights: Retail and E-Commerce Software” report finds that more than 73% of retailers anticipate increasing their investments for store technology.