Case Study: Ashberry Water Conditioning streamlines its sales pipeline with Passage Technology’s Rollup Helper and Lookup Helper

Ashberry Water Conditioning cuts weekly pipeline filtering from 1–2 hours to seconds with Passage Technology

Ashberry Water Conditioning, a commercial water treatment services company, faced a congested sales pipeline because its sales team created multiple opportunities for the same construction project bid. This inflated their pipeline reports and made accurate forecasting difficult. They turned to Passage Technology and its Rollup Helper and Lookup Helper solutions for a resolution.

Passage Technology implemented a new Bid Spec object and used Lookup Helper to link all related Opportunities. Using a formula field and Rollup Helper, they filtered the pipeline to display only the highest-value quote per project. This solution transformed a manual weekly process taking one to two hours into a simple filter updated in seconds, providing Sales and Management with clear, concrete pipeline reporting.

Ashberry Water Conditioning