Case Study: Benecon saves time and simplifies Salesforce rollups with Passage Technology’s Rollup Helper

Benecon adds 8 rollups and saves time with Passage Technology

Benecon, an organization that helps companies create and manage custom health plans, faced challenges within Salesforce. They needed to roll up critical data, like opportunity information, to parent accounts that were connected via lookup relationships, which standard Salesforce features could not handle. Their CRM and Analytics Manager, Katie Watts, turned to Passage Technology's Rollup Helper to overcome these limitations without building complex and time-consuming automations.

Passage Technology's Rollup Helper provided a flexible solution that worked without requiring master-detail relationships. This allowed Benecon to efficiently roll up data for sales insights and, most significantly, saved substantial development time on a major project by eliminating the need for extensive flow automation. Katie Watts reported the tool was a huge time-saver, worked for every use case, and simplified their org's maintenance, with great results.

Benecon