Rollup Helper Use Case Library

Problem: As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion.  

Additionally, so that my reps are more productive, I need a filtered list view of the...

Contact, Rollup Helper, Task

Problem: As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.

Case, Rollup Helper, Task

Problem: As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.

Account, MAX, Quote, Rollup Helper

Problem: Need to view the name of the first Campaign a prospect was a member of displayed on the Contact record.

As a Marketing Manager, I want to see the name of the first Campaign a prospect was a...

Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups

Problem: I need to see the most recent activity on an Account in Salesforce.

As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.

Account, TEXT, Custom Object, Sorted Rollups, Task

Problem: As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep.

COUNT, User, Task

Problem: As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed.

Account, TEXT, Sorted Rollups, Task

Problem: As a Sales Manger, I need to be able to identify the number of calls or emails on an Opportunity for better sales analytics and planning.

COUNT, Opportunity, Task

Problem: As an Account Manager, in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account.

Account, Opportunity Products, TEXT, Opportunity

Problem: Can't see the first response date for a campaign displayed on a contact record in Salesforce.

As an Sales Representative, I want to see the first response date to a given campaign displayed...

Contact, Campaign, CampaignMember, MIN