Passage Technology Blog

Dear PT, 

At our company, when users create a Salesforce^® Contact, a search is done to find if the related Account is already in our records. If they don’t find an Account, then one is created. This manual process sometimes results in duplicate Accounts being created, with identical information or differing information. Data quality suffers, relationship management is affected, and then time and resources are wasted fixing the problems. There has to be a better way.

Bette R. Dada-Highjeene from Dublin, OH

This issue features the latest company news along with Lookup Helper and Milestones PM+ updates.

Whether choosing in-house or outsourced administration, there are many considerations to achieve the ultimate goal of efficiency

Dear PT, 

Like many Salesforce^® users, we have to manually assign Leads to their related Account. Of course, this opens up the potential for errors. It would be nice if we could automate this process and then notify the correct salesperson about the new Lead. Any thoughts on how we could easily do this?

Dom Main from Lincoln, NE

Expanding Innovation, Deepening Data Insights, and Taking Projects to the Next Level

Sometimes the best way to find out what our apps can do is to hear from those who use them everyday — customers like you.

Taking Customer Relationship Management, Ordering, and Inventory to the Next Level

Recent survey findings from Gartner show that businesses are relying on technology now more than ever as they deal with issues like fuel shortages, supply chain disruptions, inflation, as well as growing customer expectations. Gartner’s “Software Market Insights: Retail and E-Commerce Software” report finds that more than 73% of retailers anticipate increasing their investments for store technology.

Dear PT, 

Salesforce^® functionality will let you view open Cases within your org. However, sometimes there are situations where it would be useful to view this information on a more granular level, for specific Contacts or Accounts. How could our company set up this at-a-glance list view, which also has filters for priority and status?

This issue features Rollup Helper news along with the latest Lookup Helper and Milestones PM+ updates.

Dear PT, 

Buyer expectations are rapidly evolving. Now you can measure buyer intent in nearly real-time. However, at our company, our new Lead response time is often measured in days, not hours. Studies show that best practices require a response measured in minutes. Any ideas on how we can extend Salesforce^® capabilities to make this internal improvement?

Hawt Leede from Prospect Heights, IL

Get the Insights You Need to Make Informed Decisions

Stories are an important tool that can help people process complex concepts and make connections. Having a clear picture of your data story allows your organization to make informed decisions — and Admins are perfectly positioned to uncover insights that can help organizations tell their data stories.