June 26, 2017
To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order. You can use that information to automate processes to reach...
| View post | Tags: Contact, Order, Rollup Helper |
November 2, 2016
To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports.
| View post | Tags: Contact, Sales Productivity, Activity Monitoring, Contact Management, Rollup Helper, Task |
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...
| View post | Tags: Contact, Rollup Helper, Task |
June 16, 2016
Background: It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's email address or other key piece of contact information and have it accessible to workflow, other...
| View post | Tags: Account, Contact, TEXT, Lookup Rollups, Opportunity Contact Role |
May 16, 2016
As a Marketing Manager, I want to see the name of the first Campaign a prospect was a member of displayed on the Contact record.
| View post | Tags: Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups |
September 17, 2014
Business Problem:
| View post | Tags: Contact, COUNT, Event, Lead, Scheduled Rollups |
September 17, 2014
Business Problem:
| View post | Tags: Contact, Event, Lead, MAX, Task |
September 2, 2014
As an Sales Representative, I want to see the first response date to a given campaign displayed on a contact record in order to determine how quickly a prospect responds.
| View post | Tags: Contact, Campaign, CampaignMember, MIN |
September 2, 2014
As an Sales Representative, I want to see the last time a Contact responded to a Campaign.
| View post | Tags: Contact, Campaign, CampaignMember, MAX |
September 2, 2014
As an Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This will help me analyze relationship building as well as how many campaigns it took to close a sale.
| View post | Tags: Contact, COUNT, Campaign, CampaignMember |
