Case Study: Kipu Health streamlines CPQ pricing with Rollup Helper from Passage Technology

Kipu Health speeds CPQ pricing with Rollup Helper and no custom code

Kipu Health, a behavioral health software company, faced challenges with complex pricing calculations within their Salesforce CPQ setup. Their existing methods using Salesforce Flow were not adequately populating fields to trigger the correct pricing rules, creating a barrier to accurate quotes. This led them to seek a solution from Passage Technology and its product, Rollup Helper.

By implementing Passage Technology's Rollup Helper, Kipu Health was able to efficiently manage the necessary rollups to power their CPQ calculations without requiring custom code. The solution streamlined their work, significantly increased team productivity, and allowed them to quickly implement other tools that depend on rolled-up data. A senior administrator confirmed the tool is cost-effective and praised its great support, noting it eliminated the need for an Apex developer and allowed them to manage their system with their current team.

Kipu Health