Expert Guide to Salesforce Implementation in 2024
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Expert Guide to Salesforce Implementation in 2024
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AscendixRE CRM

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Ascendix Composer

Document Generation Software for Salesforce users
AscendixRE Land

CRM for Land Brokers
MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Ascendix Search App for Salesforce

An advanced search solution for a quicker, smoother and more dynamic search experience in Salesforce. Search on the map, graphs and across multiple records, filter your search results by custom criteria, and mass email your Contacts, all without ever leaving Salesforce.

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Advanced Salesforce Search Solved!

Having an extensive volume of records in your Salesforce is undoubtedly great. But unfortunately, those datasets have little use if you cannot navigate them effectively.

In response to this challenge and drawing upon our 25+ years of CRM expertise, we’ve come up with Ascendix Search, a unique and end user-enabling search facility for the Salesforce.com platform.

Ascendix Search provides an expanded set of search options beyond what Salesforce provides in the core platform. It aims to make the navigation within CRM data more effective, whereas your work more productive.

What is Ascendix Search?

Powerful Data Search

Filter and search Salesforce data fast and easy using various filtering criteria that are not available out-of-the box.

Related Lists

Create Salesforce related lists in a few clicks. Customize search results with data from related objects.

Map Search

Use a map to perform a search of your Salesforce records. Locate your Salesforce list to map.

Bulk Actions

Bulk update and mass edit any Salesforce objects. Add multiple notes, schedule calls and events and send mass emails.

Easy Export to Excel

Export records from Salesforce to Excel with a few clicks. Decide who can export data and manage limits.

Search by Charts

Instantly visualized your search results with charts and graphs. Filter search results by interacting with charts.

Reports

Generate reports by pulling Salesforce data and images. Quickly create your activity reports and see your future tasks.

Saved Searches

Save and share lists with your team. All lists are automatically updated by set criteria. Personalize lists for each user.

Prospecting Tools

Automatically generate lists of prospects to follow up. Identify prospects that require your attention.

Powerful Data Search

Filter and search Salesforce data fast and easy using various filtering criteria that are not available out-of-the box.

Related Lists

Create Salesforce related lists in a few clicks. Customize search results with data from related objects.

Map Search

Use a map to perform a search of your Salesforce records. Locate your Salesforce list to map.

Bulk Actions

Bulk update and mass edit any Salesforce objects. Add multiple notes, schedule calls and events and send mass emails.

Easy Export to Excel

Export records from Salesforce to Excel with a few clicks. Decide who can export data and manage limits.

Search by Charts

Instantly visualized your search results with charts and graphs. Filter search results by interacting with charts.

Reports

Generate reports by pulling Salesforce data and images. Quickly create your activity reports and see your future tasks.

Saved Searches

Save and share lists with your team. All lists are automatically updated by set criteria. Personalize lists for each user.

Prospecting Tools

Automatically generate lists of prospects to follow up. Identify prospects that require your attention.

Salesforce Limitations Ascendix Search Solves

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Simplifies List View Creation
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No Need to Wait for Reports
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Minimizes Report Number
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Gives More Search Options
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Reduces Manual Actions
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Keeps Your Salesforce Clean

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See how Ascendix Search can upgrade your Salesforce experience. Type your contact details and we'll get in touch to demonstrate Ascendix Search.

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Ascendix Search Features

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Filter Salesforce Data with Charts and Graphs

Incorporate charts and graphs with your search results to bring insights to the data.

  • Get a quick overview of your search results with charts and graphs
  • Customize and prebuild charts for every object
  • Dig deeper into data, find patterns, and identify trends
  • Spot mistakes, typos, missed data and correct it in bulk
  • Filter search results by selecting segments of charts and graphs.
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Ascendix Search + Mailchimp integration
Ascendix Search + Mailchimp integration

Power Salesforce Mass Email with Mailchimp

  • Select & filter recipients right from the database or utilize pre-made contact lists
  • Build precise email lists using multiple criteria, including the ’email is not blank,’ which is unavailable in Salesforce
  • Send emails right from your Inquiries module
  • Send mass emails to your saved searches & system views, Ad-Hoc Lists, search results, or selected records
  • Insert images and add attachments from your computer or shared documents
  • Send emails to 50,000 contacts and up, which is more than regular Mailchimp subscription
  • Export email lists from Salesforce to Excel
  • Save last mass email dates or other essential info thanks to mass edits.
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Create Salesforce Related Lists

Collect data from different parts of your Salesforce CRM and organize the data into related lists using Ascendix Search. With our advanced search software, you can:

  • Create related lists in Salesforce within a few clicks
  • Save and share custom-related lists
  • Add columns from any related objects to your results view
  • Have a holistic view of all accounts and their contacts with related objects in a single view.
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Export Your Salesforce Data

Export contacts easily from Salesforce to Excel or CSV. Ascendix Search app supports the Salesforce data export of all objects. Admins can set the limit of the maximum number of records a user can export in a single action and forbid exporting at any time.

Ascendix Search makes Salesforce data export easy:

  • Select the records you want to export
  • Click the ‘Export to Excel’ button.

That’s it! A Results.xls file will be downloaded with the exact data presented in search results.

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Organize Data Using Ad-Hoc Lists

Sort out or organize your contacts according to how your business works using ad-hoc lists in Ascendix Search. You can group any records you want without making new custom fields.

For instance, you could make a list for ‘Baseball Fans’ to quickly locate people to invite to the upcoming baseball match.

This is like an upgraded way of tagging in Salesforce, and it lets you send emails or update multiple records in the list later on. Plus, you can narrow down your results to those linked with a particular Ad-Hoc List.

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Draw Geometric Shapes to Search for Records

Search for Salesforce records from multiple locations by drawing geometric shapes on a map. Convert Salesforce lists to a map in order to analyze your data and plan your meetings and campaigns.

  • Draw radius to perform Radius search of Records
  • Measure a distance between objects
  • Customize size, color, and shape of map markers
  • Geocode custom objects
  • Define what values to display when you click on the pushpin on the map
  • Use Google Maps or OpenStreetMaps as a geolocation service.

Power Up Your Salesforce Search With Ascendix

Ascendix Search lets you do more with your Salesforce data: create lists of prospects, conduct geo mapping search of Properties/Contacts/Opportunities, track all activities, automate repetitive actions, perform radius search, and get more time for high-value work.

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What Industries & Roles Benefit from Ascendix Search?

Improved custom service Ascendix Search case study | Ascendix

Ascendix Search for Commercial Real Estate Brokers

Ascendix Search was created at the request of users of our Salesforce-based core product- AscendixRE CRM. It lets you search for properties, availabilities, leases, contacts, leads, and anything else to create precise lists based on multiple criteria.

Locate your records on a map and filter searches by map. Export your lists to Excel and mass edit and generate CRE brochures and reports by pulling images and data from Salesforce with a report-writing functionality.

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Improved custom service Ascendix Search case study | Ascendix
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Ascendix Search for Universities

Universities can use Ascendix Search to create related lists of alumni and outreach them for inviting for an upcoming event on campus.

Universities with extended alumni database can raise donations, send mass emails to inform people about alumni-centric programs, specify marketing campaigns for the upcoming Homecoming weekend and more.

 

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Ascendix Search for Non-Profits

Ascendix Search helps nonprofits automate fundraising, maintain constituent relationships with people, outreach efforts, etc. Nonprofit orgs can extend database and reach out to specific audiences that might be interested in supporting their activities.

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Ascendix Search for Recruitment

Ascendix Search for Recruitment Agencies

Recruitment or staffing agencies often require functionality to filter candidates by geolocation, e.g., to pull up applicants located within 30 minutes’ drive from the available job, or to search for Salesforce records within a radius they chose for a given zip code.

Now, using Ascendix Search, recruiters can:

  • Search for candidates that meet specific criteria.
  • Create lists to categorize candidates as you wish and reuse them.
  • Export lists of candidates to Excel.
  • Change statuses of candidates, record previous touches outside of Salesforce with our mass edit, and mass action features.
  • Perform map search to find all candidates from a specific region instead of typing multiple towns or getting candidates who live too far from you.
Learn More
Out of the box flexibility Ascendix Search case study | Ascendix

Ascendix Search for Sales Reps

Stop spending hours running new reports to find quality accounts to reach out to. With Ascendix Search, you can:

  • Prioritize key accounts and save 20%-30% of your day.
  • Create and save calling lists with just a few clicks.
  • Increase call activity and your pipeline.
  • Mass email your leads and contacts.
  • Create contact or account lists based on relationships, opportunities, and other related objects.
Out of the box flexibility Ascendix Search case study | Ascendix
Ascendix Search for Marketers

Ascendix Search for Marketers

  • Build precise marketing lists in a few clicks.
  • Export your lists to Excel/CSV in one click.
  • Send mass emails right from your Salesforce.
  • Mass update records with the latest marketing campaign dates.
  • Define the optimal event location by displaying your leads/clients on a map.
  • Identify top territories to target and reallocate your budget.
  • Segment your lists by any criteria including information from the related objects! For instance, you can filter contacts that work for accounts with $15M annual revenues or more.
White glove concierge & support services Ascendix Search case study | Ascendix

Ascendix Search for Salesforce Admins

  • Help your team spend most of their time doing their actual work.
  • Deploy personalized search templates to reflect the specific interests of users.
  • Increase engagement of users.
  • Streamline repetitive actions.
  • Reduce requests to build reports or list views.
  • Increase data quality with bulk editing features.
  • No training is needed.
  • Detailed documentation and great support.
White glove concierge & support services Ascendix Search case study | Ascendix

Ascendix Search Pricing

Ascendix Search is available for all Salesforce Sales Cloud and Service Cloud users. AscendixRE Enterprise and Unlimited users get Ascendix Search at no additional cost.

You'll be billed annually

Free Trial

Perfect for testing

$0

No Credit Card Required

  • Flexible period of access
  • All Features
  • No limits email support
Start Your Trial

Ascendix Search

All-You-Need

$15

/month

Special Pricing for Nonprofits

  • Salesforce related lists, multi-criteria filters
  • Mass updates and mass actions
  • Geo search, list to map
  • Export to Excel
  • Saved Searches
Request a Demo

Users About Ascendix Search

Hal Penchan
Altschuler and Company

“ Speed is key. We have been using the Ascendix Search for over a year now. The largest benefit to us has been in the ability to quickly locate information via the map, without having to filter after the search. For example, we need to find lease/sale comps for a specific area that may cross over into multiple zip codes. Go to the map, draw the polygon and there are the comps we need. In addition, finding lease expirations for prospecting purposes via the same search process. The less time we have to spend looking for information and the more time we can spend on actionable items exponentially increases productivity! ”

Karen Weaver
Metropolitan Capital Advisors

“ Easy and Efficient. We have been using the Ascendix Search tool for about 3 or 4 months. It has been a process trying to input all of the data into the system since we had so many duplicates and some outdated information. Now that we have uploaded all of the information, however, the search tool has been an absolute breeze. We showed it to our brokers and analysts and they picked it up instantly with no further explanation. The most useful tool has definitely been the filtering function for capital sources and then exporting those lists to Excel. It is great to get a long list of sources in just a few clicks. This has increased the speed of generating a sourcing sheet and has added some sources that we would not have thought of immediately. We absolutely love this search tool and highly recommend it to any commercial real estate firm. ”

Michael Branton
Conviser Property Group

“ Crucial component to your CRM. Having solid data is the muscle that makes your Salesforce CRM yield results. Adding Ascendix Search to Salesforce, is the equivalent of providing your CRM a brain. It can take the data you have curated and churn out call lists, e-mail campaigns and follow up protocols which will only underscore the value of your CRM. Ascendix Search saves you time by helping you filter your data sets by multiple variables with ease. No more hunting line by line through Salesforce for Prospects. If during a call block, I want to set up a list of Prospects by geography, size, industry, Ascendix Search gets it done in seconds. It is super user-friendly, and the Ascendix Team is always there to help get you on the right track. It is without a doubt the most valuable component to my CRM. ”

Claire Pistek
Director of Marketing and Operations, Quantum Real Estate Advisors

“ The easiest search tool for our prospecting! We migrated over to Salesforce from Dynamics 365 with an overwhelmed amount of data and no easy, straightforward way to sift through it all. Ascendix Search has given us the ability to create customizable views for prospecting and targeted marketing. It is extremely user-friendly and great for those who were overwhelmed with reports. The page split view means you never have to toggle between records and your results, has been helpful when we need to visualize the data on a map. Ascendix Search has revolutionized the way our brokers cold-call. It has given us valuable insight into where our data may be lacking and how to improve on that. ”

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Ascendix Search FAQ

What Is Advanced Search in Salesforce?

Advanced search in Salesforce is a powerful feature that allows users to perform more detailed and specific searches within their Salesforce data. It goes beyond basic keyword searches and provides a way to filter and refine search results based on various criteria and fields. This feature is particularly useful when you’re dealing with a large amount of data and need to locate specific records quickly.

With advanced search, you can set multiple conditions and criteria to narrow down your search results. You can use various operators, such as equals, contains, greater than, less than, and more, to create complex search queries. This helps you find records that match specific combinations of data values.

In addition to filtering records, advanced search often enables users to save their search criteria for future use, making it easier to retrieve the same set of records later without recreating the search from scratch.

How Do I Use Mapping in Salesforce?

To use mapping in Salesforce, you need to follow these steps:

  • Enable Maps: Ensure you’ve integrated your Salesforce CRM with mapping capabilities. This might involve using Salesforce’s native mapping features or integrating third-party mapping services.
  • Geocoding: Geocoding involves converting textual address information into geographical coordinates (latitude and longitude) that can be plotted on a map. You might need to ensure your records have accurate address data and perform geocoding if necessary.
  • Viewing on Map: Once your data is geocoded, you can visualize it on a map within Salesforce. Depending on the setup, you can select specific records, create filters, and customize the map’s appearance.
  • Data Insights: With your data displayed on the map, you can gather insights about the distribution of your records. For instance, you can identify areas with high concentrations of customers or prospects.
  • Interactivity: Many mapping features in Salesforce allow you to interact with the map. You can click on map markers to view details of individual records, create new records directly on the map, or even plan routes between different locations.

Can I Try Ascendix Search?

Sure! We offer a trial without limits. To start it right now, simply go to the Ascendix Search AppExchange listing and click the Get it Now button.

Should I Be a Salesforce User to Use Ascendix Search?

Yes! You should be a Sales Cloud or Service Cloud user to use Ascendix Search. Also, Ascendix Search is available for all AscendixRE users.

Do You Have Bulk Discounts?

Sure! We’ll be happy to offer special pricing when you buy 50+ licenses. Contact our Sales team for the quote.

Do You Create Custom Classes, Triggers, Objects, Fields?

We include a few custom objects to support the creation of saved searches, but search results themselves are never saved. Our Ad-Hoc Lists feature uses a custom object to store IDs of records in the list, but the records themselves are never stored in our custom objects.

Get Started with Ascendix Search

Salesforce Admins can install Ascendix Search on AppExchange for you to enjoy all functions.

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