Problem:

Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good impression. For this reason, it makes more sense to look at an Account as a whole and make sure to review...

Business Problem:

Business Problem:

Referral Tracking

July 14, 2014

Business Problem:  

Creating Top 10 partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce. 

One of the most popular use cases we have seen with Rollup Helper is the ability to capture key activity metrics on the lead, contact, or account pages. If activity monitoring is an important gap to fill in your org, we recommend upgrading to Rollup Helper – Enterprise Edition so your rollups will...

Problem:

Problem: Salesforce has a Last Activity field available, but it is not usually configurable to most customers needs.

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