2024/02/20
This issue features the latest company news and app updates!
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2024/02/20
This issue features the latest company news and app updates!
2024/01/17
We at Passage Technology are proud to announce that our popular e-book series, “Essential Guides for Business Transformation,” has been revised and updated for 2024.
2023/11/30
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
2023/10/24
Get the inside story on our latest app updates and more!
2023/10/19
2023/09/21
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
2023/07/27
This issue features the latest company news and app updates!
2023/07/06
2023/06/12
Dear PT,
We love Rollup Helper. We use it in so many ways. However, we work with a lot of different business segments, and would like to create rollups that only populate to certain parent objects—like only up to Customer Accounts instead of Prospects. Is there a way to filter our rollup results?
Phil Tearring from Parent, MN
2023/05/30
Here's a solution for a challenge that many people have experienced with Quotes in Salesforce®.
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