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.

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.” 

Whether your company is located in the European Union, sells to customers who are located in the European Union, or you would like your company to get ahead of the curve with respect to privacy acts as a best practice, Salesforce^® has implemented an Individual object to help you keep track of an individual’s data privacy preferences. This can be used for compliance with GDPR or other privacy protection laws such as The California Online Privacy Protection Act (CalOPPA). 

Achieving more with fewer resources is a challenge many business leaders are facing in the current economic climate.

According to Gartner’s 2023 Software Buying Trends report, “Budgets are getting tighter and leaders are forced to figure out how to do more with less.”