Case Study: Vertafore achieves flexible sales activity reporting with Rollup Helper and Passage Technology

Vertafore tracks account touchpoints in 4 timeframes with Passage Technology

Vertafore, a leader in insurance software, needed a Salesforce dashboard to track sales rep customer outreach but found native Salesforce rollups too limited. They lacked the developer resources for custom triggers and needed a solution that could exclude marketing activities from Eloqua. They turned to Passage Technology and its Rollup Helper product for a solution.

Passage Technology implemented a solution using Rollup Helper to create custom fields that rolled up the latest task and event dates to the account level, while filtering out Eloqua activities. This allowed Vertafore to build the dynamic dashboard they needed for their sales strategy. Following this success, Vertafore engaged Passage Technology for additional Development Services, achieving added functionality and flexibility all within their budget.

Vertafore