Case Study: SquadLocker improves sales visibility and automates reporting with Passage Technology’s Rollup Helper and Lookup Helper

SquadLocker updates sales data daily overnight with Passage Technology

SquadLocker, a sports apparel platform, needed to keep its sales team updated with account and revenue activity but found that standard Salesforce did not allow for the complex formulas required. They also needed to associate a new custom object with their existing account object. SquadLocker's Rev/Ops Director chose Passage Technology's Rollup Helper and Lookup Helper apps to solve this challenge without complex custom development.

Passage Technology's Rollup Helper transformed SquadLocker's data into actionable information, providing the sales team with on-demand data and eliminating the need to request reports. Lookup Helper facilitated the relationship between their custom and standard objects. The solutions saved time, simplified processes, and allowed the sales team to prioritize their workload more efficiently, with all records updated automatically overnight.

SquadLocker