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Passage Technology Reviews & Provider Details

Verified User in Electrical/Electronic Manufacturing
AE
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Passage Technology?

The delivery timeline for the entire implementation. Review collected by and hosted on G2.com.

What do you dislike about Passage Technology?

Naming conventions and other bigger areas were not followed during the implementation. Only vanilla implementation was done which resulted in a lot of enhancements. Review collected by and hosted on G2.com.

What problems is Passage Technology solving and how is that benefiting you?

The team helped us to implement Sales, Service and Experience cloud along with app-exchange products (Conga composer). Review collected by and hosted on G2.com.

Passage Technology Overview

What is Passage Technology?

Passage Technology is an authorized Salesforce Consulting Partner, AppExchange Partner, and Reseller Partner, giving us the greatest breadth of capability in the ecosystem of partners to deliver on your mission critical needs. Since 2008, Passage Technology’s apps and development services have been used by admins and developers for building solutions on the Salesforce platform. Ranging from time-saving admin apps, to productivity tools for sales and service, our solutions meet the competitive timelines and stringent security standards required by Salesforce and the industry. Check out: -Rollup Helper -Milestones PM+ -Lookup Helper -Storage Helper -Prioritization Helper -Data Analysis Helper

Passage Technology Details
Languages Supported
English
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Provider Description

Passage Technology is a business software that provides easy to use apps and custom solutions for Salesforce customers.


Seller Details
Year Founded
2008
HQ Location
Lake Forest, IL
Twitter
@passagetech
404 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®

JD
Overview Provided by:

Recent Passage Technology Reviews

Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Helpful team for SF implementation"
The delivery timeline for the entire implementation.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Solid multi use Sales & PM Tool"
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...
Jaime K.
JK
Jaime K.Mid-Market (51-1000 emp.)
4.5 out of 5
"Easy to use, great value, a must have for Salesforce Admins!"
Rollup Helper makes it so easy to get the information you need in the places you want. There are no limitations by Master-Detail relationships so ...

Passage Technology Media

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5 out of 6 Total Reviews for Passage Technology

4.6 out of 5
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G2 reviews are authentic and verified.
Verified User in Information Technology and Services
UI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Passage Technology?

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 Review collected by and hosted on G2.com.

What do you dislike about Passage Technology?

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. Review collected by and hosted on G2.com.

Recommendations to others considering Passage Technology:

I would suggest at least looking into it. Even if your company has something in place, this could consolidate software and save money overall. Review collected by and hosted on G2.com.

What problems is Passage Technology solving and how is that benefiting you?

Passage Technology helps the company from a big picture due to how many different features and options it comes with. As I said several departments can utilize the software to save time and energy that would otherwise have to be done without this software. Review collected by and hosted on G2.com.

Jaime K.
JK
Finance Project Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Passage Technology?

Rollup Helper makes it so easy to get the information you need in the places you want. There are no limitations by Master-Detail relationships so you can roll up virtually any field you need, including activities! Review collected by and hosted on G2.com.

What do you dislike about Passage Technology?

Their website could use a little updating with more use-cases. Review collected by and hosted on G2.com.

What problems is Passage Technology solving and how is that benefiting you?

My sales team was struggling with having to look in multiple places to find the information they needed or were forced to run reports. With Rollup Helper they are now able to see all the information they need in one easy to view location. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Passage Technology?

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. Review collected by and hosted on G2.com.

What do you dislike about Passage Technology?

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. Review collected by and hosted on G2.com.

What problems is Passage Technology solving and how is that benefiting you?

Number of contacts in an Outreach Sequence, last call type on the contact, rolling up bizible data. We use it to help make sorting and segmenting accounts way easier. This is particularly useful in understanding how your reps are working their accounts and opportunities. The biggest benefit was to roll up Bizible Attribution data on to the opportunity to create custom business logic to suppress touchpoints based on the delta between Opp Creation and Touchpoint date. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Passage Technology?

Roll-up helper provides an essential function to our business processes at little effort from out end Review collected by and hosted on G2.com.

What do you dislike about Passage Technology?

Roll-ups are sometimes delayed and must be forced through. Review collected by and hosted on G2.com.

What problems is Passage Technology solving and how is that benefiting you?

Finding most recent dates, latest products, most recent opportunities, etc. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Passage Technology?

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. Review collected by and hosted on G2.com.

What do you dislike about Passage Technology?

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. Review collected by and hosted on G2.com.

What problems is Passage Technology solving and how is that benefiting you?

Displaying data across objects for different teams to utilize. Some of our users only work out of a couple objects and shouldn't have to try to search through the system to find exactly what they are looking for. Roll Up helper has made it extremely easy for Admins to display specific data across these objects for those types of teams. Review collected by and hosted on G2.com.