Did you know that you can integrate your Salesforce and Box.com? With a few steps, you’ll see your Box.com folders associated with Accounts and Contacts. In this post, we give an overview of Box for Salesforce functionality and limitations you may face.
The Ascendix Blog
Choosing the right CRM application for your commercial real estate business is a little bit like buying a house, in the sense that there are a lot of moving parts; some aspects are legal, financial and even structural. It can quickly get confusing as which is the best route to go. This post aims to demystify the world of Salesforce and how it is sold and bundled in various ways in the marketplace.
According to Gartner, CRM software became the largest software market in 2017 and keep growing steadily. As the market has grown in its appreciation for the importance and benefits of a corporate CRM solution, this has driven a number of consultancies to build out a CRM practice to get in on the action and take advantage of the uptick in demand for such services.
Stacking plan software helps brokers automate the creation of stacking plans and better represent available space, track lease expirations and find new tenants. In this post, we explain what a stacking plan is and how AscendixRE CRM generates stacking plans and updates them automatically. The Demo is included!
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration. In this post, I want to explain why now is the right time to plan your migration to Lightning, how long might it take to transition to Lightning, and share a basic migration plan and useful resources.
Hanna Commercial, the Pittsburgh’s leading commercial real estate firm, decided to consolidate its multiple CRM systems to unify processes, improve efficiency and save money. Keep reading to learn their CRM story and what helped them successfully implement a shared database across multiple offices in multiple markets.
Are you a commercial real estate broker that still uses Excel and Outlook for tracking your data? Learn the story of Cory LaDuke, Associate Real Estate Broker at Cushman & Wakefield / Pyramid Brokerage Company and how he has drastically improved his efficiency when stopped using Excel to stack data.
We had a chance to talk with Brett Visintainer, Commercial Real Estate Advisor and owner of Visintainer Group. It took Brett over six years to get the CRM software and tools they actually needed. In this post, he’ll explain why building a custom CRM software was a mistake for the company and how eventually they solved their challenges with AscendixRE CRM.
We’re happy to announce our July 2019 update of Ascendix Search app for Salesforce! This release lets you customize map pins for every object and record field, you can also follow and unfollow records in bulk and create lists of records you follow in Salesforce.