Case Study: ISI Analytics simplifies customer success data aggregation with Rollup Helper from Passage Technology

ISI Analytics saves time and improves data accuracy with Passage Technology

ISI Analytics, an organization that transforms unified communications data into actionable insights, faced a challenge aggregating customer success data within Salesforce. They needed to roll up a "Renewal Date" field from the Service Contract object to the Account object, a task that could not be accomplished with native Salesforce functionality. Their search for a solution led them to Rollup Helper from Passage Technology.

Passage Technology's Rollup Helper provided an easy-to-use, no-code solution that eliminated the need for building complex Flows or writing custom Apex code. The implementation saved ISI Analytics time and added efficiency to their process, with results that were entirely accurate and aligned. The tool provided the necessary flexibility and security standards required by the company.

ISI Analytics