Case Study: Clear Capital Simplifies Reporting and Saves Time with Passage Technology’s Helper Suite

Clear Capital saves time and money with Passage Technology Helper Suite

Clear Capital, a company serving the mortgage and lending industries, faced limitations with Salesforce's native rollup summary fields. They needed to display multiple revenue and volume summaries for various business units but found other solutions lacked the required capacity. This led Business Systems Administrator Lisa Foster to seek a solution from Passage Technology.

Passage Technology implemented its Rollup Helper and Lookup Helper apps to link objects and display the necessary summaries without writing custom code. This saved Clear Capital significant time and money on maintenance and data reporting, allowing them to spot sales trends and be more proactive. They also incorporated Storage Helper to keep their Salesforce instance clean. The Passage Technology solutions provided a no-code way to accomplish tasks that were previously difficult and time-consuming.

Clear Capital