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It does so much more than your ordinary sales tool. It really takes the place of 3 or 4 different pieces of software. I personally love the ability to transform data from Salesforce into charts. It is also used by project managers, sales and marketing teams, along with billing and accounting to check status's of projects and who will be paying us from it Avis collecté par et hébergé sur G2.com.
I believe the customer support and tech support groups could be better. Sometimes when you have a question, you go to them for a quick answer and turns out you dont get it right away and have to wait, which can be frustrating. Avis collecté par et hébergé sur G2.com.
5 sur 6 Avis au total pour Passage Technology
The delivery timeline for the entire implementation. Avis collecté par et hébergé sur G2.com.
Naming conventions and other bigger areas were not followed during the implementation. Only vanilla implementation was done which resulted in a lot of enhancements. Avis collecté par et hébergé sur G2.com.
Rollup Helper facilite l'obtention des informations dont vous avez besoin aux endroits souhaités. Il n'y a pas de limitations par les relations maître-détail, vous pouvez donc regrouper pratiquement n'importe quel champ dont vous avez besoin, y compris les activités ! Avis collecté par et hébergé sur G2.com.
Leur site web pourrait bénéficier d'une mise à jour avec plus de cas d'utilisation. Avis collecté par et hébergé sur G2.com.
It's easy to use and essential in making sure data is consistent across numerous objects. Aggregating Data across numerous objects into one field -- a piece of cake. I love that any custom object is supported, you can aggregate numbers or text, and custom logic is super easy to configure. Avis collecté par et hébergé sur G2.com.
Depending on complexity - you can run into a few Data Lock errors - but their support is top notch. Be careful in how many scheduled roll ups you have - try to leverage their instant update feature. Avis collecté par et hébergé sur G2.com.
Roll-up helper provides an essential function to our business processes at little effort from out end Avis collecté par et hébergé sur G2.com.
Roll-ups are sometimes delayed and must be forced through. Avis collecté par et hébergé sur G2.com.
Roll Up Helper has been key in helping our Salesforce Org display data ('roll-up') data across multiple objects. Salesforce has limitations in how many roll-ups (and what field types) and this has been a life saver for us, especially without having to do any custom coding. Avis collecté par et hébergé sur G2.com.
I do think the UI could be improved upon in Salesforce. At first several uses it's a little difficult to get the roll up scheduled to run (real time, etc), but once you figure it out it's great. Avis collecté par et hébergé sur G2.com.
