Passage Technology Blog

New Rollup Helper Feature & Milestones PM+ Settings!

The role of a Project Manager requires a multi-disciplinary approach. The good ones have a skillset that is wide and deep. They figuratively have to juggle many balls in the air at the same time. Every function in the business, and the business as a whole, depends on capable project management leaders and project management tools.

The role of a Salesforce^® Admin is vitally important to many functions within a business. But these people can get pulled in many different directions at the same time. There’s only so much time and much to be done to move the business forward and drive transformation.

This issue features strategies and tips for getting more out of your Salesforce®, plus our latest app updates and customer story!

Eliminating manual processes & accessing data in real time.

Admins need all the help they can get.

Step-by-step instructions from our support team for implementing time-saving features.

Valuable resources are available to Salesforce partners for a variety of purposes and audiences – from code samples to the Partner Learning Camp. One group, Official: Partner Delivery Readiness, has shared numerous files including past webinars and templates. Below is a selection of materials focusing on project management.

One of the challenges for optimizing the use of Salesforce^® is that many different users create the records stored in the platform. This creates the potential for wide variances in how the records are created and the information they contain. This lack of uniformity can make it difficult to find and unearth actionable insights across numerous business functions.

Customer Service Productivity Is a Win-Win for Companies & Customers

It makes sense. Customer service reps work closely with customers, so it gives reps the perfect opportunity to proactively help them by recommending upgrades or other products, right?