Case Study: StudentsFirst improves user experience and productivity with Rollup Helper from Passage Technology

StudentsFirst improves staff productivity with Passage Technology

StudentsFirst, a nonprofit organization focused on education policy reform, faced a challenge in meeting its reporting needs due to the limitations of Salesforce's standard rollup summary fields. They needed to roll up data through a complex campaign hierarchy to track activity and identify their most active supporters. Passage Technology's Rollup Helper product was implemented to address this issue.

Passage Technology's solution provided StudentsFirst with more flexible rollup summary fields to complement their existing setup. This improved the user experience for their staff, leading to increased productivity. The organization is now better able to focus on identifying emerging leaders and the activities that provide the most opportunity for advancing their mission.

StudentsFirst