Case Study: AskNicely achieves actionable real-time reporting with Passage Technology's Rollup Helper

AskNicely creates a dozen rollups for real-time reporting with Passage Technology

AskNicely, a customer experience platform, faced a challenge connecting customer usage data from its core platform to Salesforce. Their built-in Salesforce rollup tools were too limited and inflexible to connect opportunities to accounts and custom objects. This prevented them from mixing revenue and renewal data with usage and health scores. They needed a more powerful tool from a vendor like Passage Technology to get real-time data and simplify reporting.

Using Passage Technology's Rollup Helper, AskNicely created a custom daily stats object to aggregate data. This solution provided the actionable, real-time data required for executive reporting, which was especially critical during the pandemic. The tool filled a functional gap by allowing their objects to "talk together," enabling the team to easily pull reports on risks, use cases, and product features to identify activated customers.

AskNicely