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.
The Ascendix Blog
CRM Consolidation Case Study: Hanna Commercial
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.
Why Brokers Should Stop Using Excel: A CRM Story by Cory LaDuke
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.
From a Custom CRM Software to AscendixRE: a CRM Story of Visintainer Group
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.
Ascendix Search Update: Custom Map Pins and Follow/Unfollow Records in Bulk
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.
Duke Long Podcast: CRE Tech Software and Services by Ascendix
A few days ago our CEO Wes Snow was invited to the Duke Long Podcast to discuss Ascendix CRE Tech software and services and what’s coming soon. In this post, we share the video recording of the podcast where you can learn about our flagship products for commercial real estate companies.
AscendixRE Land Case Study: Base Camp Country Real Estate
Nathan Mrnak, the COO of Base Camp Country Real Estate and Base Camp Leasing, shared his experience on using AscendixRE Land CRM and explained how it helped them support aggressive growth strategy, coordinate smooth work of agents from multiple locations, and drives efficiencies in their operations.
Ascendix Search Update: Salesforce Geocoding and Enhanced Ad-Hoc Lists
The summer is here so our latest Ascendix Search update! Now you can geocode custom objects in Salesforce, customize your Ad-Hoc lists and add them as tabs!
Salesforce Release Notes Summer’19: What’s New
Have you already checked the Salesforce Summer’19 Release Notes? We scanned the 200+page of the release notes and summed up the most exciting features. Related lists, notifications from reports about significant changes, enhanced letterheads and ability to insert images into email templates and much more!
AscendixRE Update: Property Listing Portal Improvement
This April release is all about Commercial Property Listings Portal improvement. We give you more customization options to make property listings look as you wish. Also, now you can display documents for each listing to provide your website visitors with even more information.