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Passage Technology

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33 reviews
  • 6 profiles
  • 4 categories
Average star rating
4.3
Serving customers since
2008
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Passage Technology Reviews

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Alex B.
AB
Alex B.
Buzzword buzzword buzzword synergy buzzword
11/17/2020
Validated Reviewer
Review source: G2 invite
Incentivized Review

Helpful Tool Makes Up For SFDC Inadequacies

The biggest win for me and my team was always the ability to sum fields that SFDC couldn't do with it's native tech. Summing formulas, or other random field types was a major win that eliminates a huge frustration.
Aishwarya T.
AT
Aishwarya T.
Salesforce | Lead Business Systems Analyst | 10x Salesforce Certified | 2x Trailhead Ranger | Assistant Consultant | Silver Certified Mentor | University Rank Holder | Awarded Best Outgoing Women in the Department
07/20/2020
Validated Reviewer
Review source: G2 invite
Incentivized Review

Tool for rolling up child records

Tool helps to roll up field values of child records on the parent record. The tool offers conditional rollup to limit records using field conditions.
Verified User in Marketing and Advertising
AM
Verified User in Marketing and Advertising
07/13/2020
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Can't Do Salesforce without it!

I love being able to rollup values from child objects that aren't accessible with standard Salesforce functionality (for example, Opportunities to the Account). Also, you can filter the rollup results (such as by role on tasks and events) and roll up values such as dates, names, contract value amounts, etc. NOT just min max or count that you're stuck with via standard Salesforce functionality. The support team is super helpful and fairly responsive considering we don't pay extra for support. Think about your Salesforce instance and you can probably think of at least 3 bits of data that you'd like to roll up to create a report that, for instance, outlines how many touches the Account owner has made on each of his/her Accounts; how many MDR Qualified opps actually close or what product lines ISN'T your client using - so sales can easily cross sell, and CS can easily support. That's what you get with the free version, and the paid version isn't nearly as expensive as you'd expect, it's actually quite cheap. It more than pays for itself with the reduced clicks and top-level summaries.

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HQ Location:
Lake Forest, IL

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@passagetech

What is Passage Technology?

Passage Technology is a company specializing in the development of software applications and solutions designed to enhance productivity and data insights within Salesforce. With a focus on optimizing Salesforce utilization, their offerings include tools for analytics, data management, project management, resource management, and product lifecycle management. Passage Technology aims to improve decision-making processes and operational efficiency for businesses using Salesforce.

Details

Year Founded
2008