Real Stories That Define Our Apps’ Impact

3 Customer Stories: Featuring Rollup Helper and Milestones PM+

We love it when customers share stories of how they use our apps, because they give others ideas for how to solve similar problems. Following are three recent stories of how our customers are using Rollup Helper and Milestones PM+ to extend their use of Salesforce.

St. Louis Development Corp. Simplifies Tasks in Salesforce While Keeping Team Members Aligned

The St. Louis Development Corporation (SLDC) was searching for a solution to help them create and maintain project flows from initial concept through completion.

Director of Grants and Philanthropy, Sandra Brooks-Scott explains, “We were setting up a new Salesforce instance and needed a system to track milestones, tasks, assignments and outputs/outcomes.” They also needed to ensure that tasks and milestones would be laid out and assigned to key users. To get the details, read: Milestones PM+ Facilitates Collaboration & Streamlines Projects for St. Louis Development Corporation.

Connected Account and Product Data Elevates Revenue Reporting for Capacity

When St. Louis-based Capacity ran into limitations with Salesforce rollups, they reached out to us. They needed to create an account-level field for active revenue based on fields on the opportunity product object.

"We tried to use the out-of-the-box Salesforce rollup fields and also tried to use the Declarative Lookup Rollup Summaries, but both options were clunky and had limitations for rolling up data across multiple layers of records," said Capacity’s Senior Manager of Revenue Operations, Courtney Sovich. To get the details, read: Rollup Helper Elevates AI Company's Revenue Reporting With Connected Account & Product Data.

Aggregating Customer Success Data: Research Leads ISI Analytics to Rollup Helper

As ISI Analytics searched for a secure solution to aggregate customer success data, they tried other solutions before discovering Rollup Helper.

“Because of the simple workaround that the tool can provide, I no longer must build a complex Flow or write custom Apex code. Rollup Helper is an easy-to-use, no-code solution,” explains Mike Minogue, who is the CRM Specialist at ISI Analytics. To get the details, read: Rollup Helper Eliminates the Need for Complex Flows & Custom Apex Code.

Do you have a story about using our apps that you’d like to share? We’d love to hear from you! Share Your Story.