Case Study: Optical Solutions Australia achieves real-time project revenue visibility with Passage Technology's Rollup Helper

Optical Solutions Australia boosts real-time project revenue visibility with Passage Technology

Optical Solutions Australia (OSA), Australia's largest independently owned network distribution company, faced a challenge with Salesforce custom objects. They needed real-time revenue rollup data for their project management but were restricted by Salesforce's native functionality, which required a master-detail relationship they could not use. They turned to Passage Technology and its Rollup Helper app to find a solution.

Passage Technology's Rollup Helper app enabled OSA to create custom rollups on their Prospect object. This provided real-time visibility into the highest potential revenue for open projects and the actual won amount for closed projects. According to their National CRM Project Manager, this solution positively impacted their sales process by allowing branch managers to see crucial project information in real-time, improving communication and decision-making.

Optical Solutions Australia (osa)