Case Study: Bizible enhances ABM reporting and NPS rollups with Passage Technology's Rollup Helper

Bizible runs daily Salesforce reports with Rollup Helper from Passage Technology

Bizible, a SaaS provider of marketing attribution software, faced challenges in enhancing their Account-Based Marketing journey within Salesforce. They needed to populate "persona sets" under each Account and utilize NPS survey data recorded on Contact records to calculate an Account-level score. Passage Technology provided the solution with their Rollup Helper product.

Using Rollup Helper, Bizible created rollups to count active contacts by persona and to aggregate NPS survey data to the Account level. This allowed for efficient company-wide reporting and feeding data into secondary systems like Hubspot. The solution became one of the most important apps in their stack, making reporting more efficient and intuitive for their Sales Development and Success departments, who now run daily reports using the Rollup Helper fields.

Bizible