Passage Technology Blog

Dear PT, 

In this competitive job market, with turnover increasing, productivity is a challenge. We need to get new employees at our company onboarded and up-to-speed as soon as possible.  We have a number of separate processes in place within Salesforce^® for both compliance and training. How might we take a more comprehensive approach to get better outcomes?

M. Ployer in Train, Germany

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

Walt Disney once said, “It’s kind of fun to do the impossible.”

Have you been told something you want to achieve in Salesforce® is impossible? You're not alone. Check out the following stories to see how the impossible becomes possible.

Dear PT, 

At our company, we are looking to improve and streamline our customer onboarding process. We sell a number of products and services, and each has a repetitive process to properly deliver and onboard. Usually, we clone a number of Salesforce^® Projects, and then make the changes necessary for that customer and purchase. As we’ve seen, this process is sometimes prone to errors and omissions. How can we make improvements?

Gus Towmer in Welcome, ON, Canada

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

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.

Dear PT, 

We use Salesforce^® at our company, but we manage projects outside of Salesforce. This creates numerous challenges, and never more than when an established project plan has dates and deadlines that must be adjusted. Obviously, there is a ripple effect on the project, and most project planning software can handle that. However, when it comes to the associated projects and tasks that also reside in Salesforce, extra work is required, and it can be subject to error.  What can we do about this?

Ty M. Schiff in Gantt, AL

When there’s a big project on the line, there’s the chance that it will either fall apart, take longer, or cost more if it’s not managed properly.

Dear PT, 

With every customer project, there are billable and non-billable hours required to complete the objectives. Of course, customers are very interested in proper accounting—it’s their money on the line. But for our company, the non-billable hours are a necessary cost to us for deploying resources and getting the job done. It is an important metric for measuring efficiency and billing properly, overall and in various departments. Can you help us make sure we are not unnecessarily losing money on these customer engagements?

Bud Jetting in Costa Mesa, CA