Rollup Helper was recently recommended by Top Step Consulting in their webinar on FinancialForce 3rd Party Integration Add-ons (4:37).  Some of the ideas that were presented:


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...

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.

Business Problem:  

Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Business Problem:  

Your organization needs to make sure that they've documented key roles on a deal.