Case Study: Carrie DuRard Consulting achieves data-driven sales insights with Passage Technology's Rollup Helper

Carrie DuRard Consulting delivers rollups in minutes with Passage Technology

Carrie DuRard Consulting, a provider of revenue operations and Salesforce support, needed a solution for its clients that would allow them to easily maintain and modify complex Salesforce rollups after a consulting engagement ended. The challenge was finding a flexible, no-code alternative to the often complex Declarative Lookup Rollup Summaries (DLRS) tool.

Passage Technology implemented its Rollup Helper product, an admin-friendly solution that works on any relationship and supports real-time, scheduled, or manual rollups. This provided clients with immediate, actionable sales insights and forecasting information. The solution delivered results in minutes instead of hours, saving significant time for both the consultant and her clients. Carrie DuRard also highlighted Passage Technology's exceptional and responsive customer support as a key benefit.

Carrie DuRard Consulting