Using the 22 years of experience Ascendix has in the world of CRM, we’ve taken the best ideas and designs we’ve come across in using over ten market-leading CRM platforms and come up with Ascendix Search a unique and end user enabling search facility for the Salesforce.com platform.
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While the Salesforce Global Search capabilities are awesome, there is still some functionality that we always wanted that it does not do. We partnered with Scott Adams from SalesPath Corporation to review our newly launched AppExchange app Ascendix Search for Salesforce®.
Join our webinar “Leveraging Your CRM for Increased Production” hosted by Mike Lipsey of The Lipsey Company and Wes Snow of Ascendix Technologies.
This webinar is focused on breaking down the concept of CRM into real life CRE use cases that you can take away from the session and implement immediately to effect change in your business development efforts.
While we often focus on highlighting the commercial real estate features of our CRM offerings (which have their place), sometimes the core CRM features are lost in the shuffle. At the end of the day, I believe the originating motivator for using CRM tools is to help brokers make more money by increasing the efficiencies and effectiveness of various tasks necessary to get business done using automation.
As a consultant in the CRM space for over 22 years, I remember the excitement when I first learned that SalesLogix (an initial market leader in the early maturation of the CRM space) was building an integration with Outlook. This integration would finally marry the two systems that most, if not every, the client used to conduct business on a daily basis.
On June 20th, Our CEO Wes Snow provided a tour of Ascendix’s new advanced search app for Salesforce Ascendix Search.
Ascendix Search is a new advanced search app for Salesforce. Its features include Search Templates, Multi-Conditional Search, Expanded Search Operators, Search Analysis, Export to Excel, Map Search and more.
Ever found yourself wanting to search for data using address information for accounts and contacts in Salesforce.com and being frustrated by the exercise to build criteria around zip codes, area codes and city/state combinations? It is frustrating and laborious to build meaningful groups in this manner and, in some cases, impossible to get the set of data you really need.
Without powerful data mining tools, the ability to obtain valuable insight into the datasets contained within Salesforce.com is limited. Yes, there are list views and reports that can be built, but these are not dynamic enough to support what I would refer to as “What-If” analysis. For those who are handy with Excel, you may be aware of the concept as defined below:
Join us for a LIVE demonstration and Q&A session for Ascendix Search, a searching and reporting tool for Salesforce.com.
Although Salesforce.com has a great global search facility, there are several limitations when it comes to more advanced searches. There may be some workarounds to get the list views you need, but that usually requires extra effort that is too complex for the average user.