Advanced Salesforce Search Made Easy

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Ascendix Search for Salesforce

Ascendix Search is an advanced searching and productivity-boosting app for Salesforce®. Whether you are an experienced Salesforce admin or a novice Salesforce user, you'll be able to run advanced searches and perform multiple actions with your Salesforce records from the start. It is easy, intuitive and doesn't require any special training.

  • Filter and search Salesforce data fast and easy.
  • Create Salesforce related lists in a few clicks.
  • Bulk update, mass edit any Salesforce objects.
  • Add multiple notes, schedule calls, events and send mass emails.
  • Export records from Salesforce to Excel.
  • Search and analyze data using charts and maps.
  • Generate reports and send them via email.
  • Personalize list views for each user.

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Crucial Сomponent to Your CRM

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. 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.

Michael Branton

Admins: Increase Salesforce Adoption and Usage

  • 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 repetitious actions.
  • Reduce requests to build reports or list views.
  • Increase data quality with bulk edit features.
  • No Training is needed.
  • Detailed Documentation and great support.

Sales Reps: Unleash Your Time For More Calls, Meetings & Deals

  • Stop spending hours running new reports to find quality accounts to call.
  • 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.
  • Create contact or account lists based on relationship to opportunities and other related objects.
  • Change territories, sales reps in bulk.

Marketers: Get The Most Out of The Data

  • Build precise marketing lists in a few clicks.
  • Export your lists to Excel/CSV in one click.
  • 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! E.g., you can filter contacts that work for accounts with $15M annual revenues or more.

The Easiest Search Tool for our Prospecting!

We migrated over to Salesforce from Microsoft Dynamics 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 and 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 also given us valuable insight into where our data may be lacking and how to improve on that.

Claire Pistek

Salesforce Related Lists

Quite often, you need to see data from more than one Salesforce object, e.g. you want to see all contacts that work for accounts from Financial services industry that are not clients.

It is a matter of a few clicks to build related list in Salesforce with our app.

  • Create related lists in Salesforce in a few minutes.
  • 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.

Ascendix Search app for Salesforce Ad-Hoc Lists, Salesforce Tags, Salesforce tagging

Ad-Hoc Lists: Upgraded Salesforce Tags

Categorize or group your contacts based on your own business needs by using our Ad-Hoc Lists. Users can add any records to the lists without creating additional custom fields.

For example, you can create a 'Baseball fans' list so you can easily find people to invite to the next baseball game.

It is an advanced Salesforce tagging with the ability to mass email, mass update the records in the list in the future. What is more, you can filter results by those that belong to a specific Ad-Hoc List.

Exporting Salesforce Data

Do you want to export contacts from Salesforce to Excel or CSV? Ascendix Search app supports 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:

1. Select the records you want to export.

2. Click the ‘Export to Excel’ button.

3. That is! A Results.xls file will be downloaded with the exact data presented in search results.

Salesforce Bulk Edit, Mass Edit, Mass Update Ascendix Search

Salesforce Bulk Updates and Edits

With Ascendix Search, you can mass update and mass edit any Salesforce objects: leads, contacts, accounts, opportunities, cases and any other objects.

It is super easy to mass edit your Salesforce data:

1. Select records you want to edit.

2. Enter the new field value(s).

3. Click the ‘Save’ button.

You can bulk update up to 2,000 records at once. This feature may be enabled for everyone, for Admins only and for no one.

Salesforce mass emails with Ascendix Search

Salesforce Mass Emails

Looking for a simple way to mass email in Salesforce? Ascendix Search lets you send mass emails to leads, contacts or other custom objects. All sent emails will be recorded as an activity for each email recipient.

  • Send emails to your Saved searches & System views, Ad-Hoc Lists, search results or selected records.
  • Add attachments from your computer or shared Documents.
  • Use saved templates to increase efficiencies.

Salesforce Mass Actions

Why doing repetitive actions if you can automate them? Unleash more time for the actual work and keep your Salesforce up-to-date.

Select multiple records from a list view and log a call, add a note, schedule events or tasks for each record in one movement.

  • Save all important notes and updates
  • Add comments about the recent activities
  • Record your campaigns outside of Salesforce

Salesforce related lists, Ascendix Search

Other Ascendix Search Features

Multi-Conditional Search

Build views based on attributes not related to the core record type you are building the view for. The list view building tools in Salesforce limit you to attributes within the lease object and do not allow you to traverse objects to include other filter criteria.

Viewing Related Lists for Records in a List View

From a list view, you can view the related lists for records without toggling back and forth form list view to detail forms.

Apply Charts and Graphs to List Views

Incorporate charts and graphs with your search results to bring insights to the data. It is an easy-to-use, intuitive app your team will actually use.

Easy to Use Templates

We've simplified the complex search by allowing administrators to build templates that "flatten" out the database and make available commonly requested searches for users who simply fill out values in the fields provided to conduct their searches. Search allows users to get to the information they need without involving the admin to create a report. We support the build-out of search templates for not only the core objects but custom objects as well.

Map Search

Use geometric shapes such as circles or polygons to define which area to search for various records.

Add Additional Columns in List View

Salesforce limits the columns to be included in a list view to just those associated with the record from which you are creating the view. With Ascendix Search, columns can be added from parent objects to further enhance the value of the data being presented.

Preview Panels for List Views

View a list of records along with a preview panel for a highlighted record within that list. Instead of having to toggle from a list view to a detail form, the end user can now flip from record to record to see the detail.

Expanded Search Operators

We've added operators like "between" and "Next X Days, Last X Months" to decrease complexity in building search. While some of the operators exist in the report writer of Salesforce.com, they are absent in the list view building tools.



Ascendix Search Pricing

Ascendix Search is $15 per named user per month. Get as many licenses as you need. We have special pricing for Nonprofits. Try Ascendix Search for free the first 30 days.

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Salesforce Limitations We Solve

Although Salesforce search and reporting facility is great, there are several limitations when it comes to more advanced searches:

  • Getting some list views is too complex for the average user.
  • Limited multi-conditional searches with Salesfore reports and a list view builder.
  • Some users even don't know about Salesforce report writer and it might be too complex for others.
  • In many organizations, users request reports from Admins and need to wait around a day to get the required data.
  • Lots of reports are created to use one-time only while it might take a day or a few to get them.

Skyrocket Your Team Productivity

Get the most out of your Salesforce data. Create List of Prospects. Track All Activities. Keep your Salesforce clean and up to date. Automate repetitive actions. Get More Time for High-Value Work.

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