Problem
Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the...
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Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the...
As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.
As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep.
As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed.
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.
This is a 2 part Rollup. The first part captures the number of activities on an opportunity. The second part makes use of workflow rules to capture the number of activities completed before a deal...
Need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track this information as a task or event on the contact or lead record, but to trigger...
In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...
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...
When the great team at Cirrus Path asked us to contribute our experience using Cirrus Insight and what it did for Passage Technology, we were giddy with excitement, because as users of both Cirrus...
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