Problem:

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.

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...

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.

Capture 1-12

In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information exactly where you would like to, this limits company performance. If you have...

A success community member needed to create a simple tabular report showing just one open task per opportunity. This can be achieved by Rollup Helper. Such a solution allows for key details from the open task to be displayed at the opportunity, so that no custom report types need to be created or...

Business Problem:

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

Business Problem: 

As a Sales Manager, I need to monitor the number of demo's being completed each month by a Sales Rep.

Business Problem:

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

Business 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.

Business Problem:

As an Account Manager, I need visibility to the date of the most recent task completed by the Account Owner.

Share