Jerry oversees Marketing, Commercial Operations, and Customer Success Management for Passage Technology, a Salesforce Registered Consulting Partner and ISV. He takes new products and solutions to market and works with business and technology leaders to develop conceptual solutions to their most pressing technology-related challenges.
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The desires of most salesforce.com customers can be condensed into a single overarching need: the ability to easily access key information that's in real-time. This is generally referred to as “embedded analytics,” or integrated analytics and capabilities in business applications that help users work more efficiently by providing task-specific relevant information. Detailed below are my top five to consider adding to your Salesforce instance.
Once you find the best source of this information in Salesforce, oftentimes you'll have to create custom fields and rollups of the information in order to present it at appropriate levels of detail. For instance, do you want to track actual sales by product, by month, by account, or by a sales rep? The answer is likely all of the above. The AppExchange app Rollup Helper enables this.
Rollup Helper helps Bluewolf consultants to easily rollup any information with clicks, not code. You can quickly create any type of rollup field in Salesforce, including:
With Rollup Helper, you can acheive actionable, real-time data for your business process, as you’ll have the ability to access key information in real-time, as you are using Salesforce. Interested to see how leading companies use Salesforce? Check out Bluewolf's annual State of Salesforce report to learn more.
