Passage Technology Blog

Dear PT, 

At our company, we view a retained dollar of revenue to be just as valuable as a new dollar. Even more so when you consider an unretained dollar needs to be replaced with a new dollar just to maintain flat revenue, which then hampers growth. So. . . how can we prevent churn and increase our retention rate along with cross- and upselling? Is there a data solution that identifies troubling signs early on when they can be corrected?

Lapser Chase from Retaine, Ireland

Outputs from both Salesforce^® and AI are entirely dependent on the inputs—the quality of the data being analyzed. More than ever, your company needs a data optimization process that leverages all of the stakeholders and not just a select few.

“Frequent use of standardized risk management practices” is a key driver of project success (Project Management Institute [PMI], 2023), yet one-third of users with risk management functionality in their PM software don’t use it (Capterra, 2021).

How Project Automation Can Help You Overcome Salesforce® Project Management Pain Points

Common pain points organizations often face with Salesforce Project Management are that Salesforce doesn’t have project, portfolio, or resource management capabilities within any Cloud. 

Get the inside story on our latest app updates and more!

Every quarter, G2 releases a series of objective reports on important software options on the market.

Do More with a Little Help from Your Friends

Like the Beatles’ song, when you have a little help from your friends, you can do so much more. 

An accelerator for Salesforce Admins/power users, business analysts, and developers, Passage Technology’s "Admin Apps" allow you to stop coding where you don't have to, so you can focus on your organization's key goals. 

Eliminating Data Silos, Connecting, and Organizing Data for AI

Managing data is becoming increasingly complex, and when you add AI to the mix, it adds another layer of complexity.

Dear PT, 

Managing data and data hygiene in Salesforce^® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps?

Val I. Dayshon from Roll, AZ

In the racing movie "Talladega Nights," Ricky Bobby (played by Will Ferrell) says, “If you're not first, you’re last.”