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CRM Consulting Services and Commercial Real Estate Software Since 1996
Did you know that you can integrate your Salesforce and Box.com using at least two approaches? With a few steps, you can make Box.com folders associate with Accounts and Contacts in Salesforce and automate document storage. In this post, we give an overview of Box for Salesforce functionality, pros and cons of these integration options, and limitations of each of them.
Have you already heard about Salesforce Evergreen and Evergreen functions? In this post, we explain what they are, their pros and cons, and when it is a good idea to use them to build serverless Functions and Services. And Eduard Panin, a Senior Salesforce Solution Engineer at Ascendix, shared his first-hand experience with Salesforce Evergreen and why it is a good choice for Salesforce app development.
We analyzed self-reported Salesforce salary information submitted by professionals around the world on well-known platforms like Indeed.com, Payscale.com, Glassdoor.com. We also included data from a survey report on MasonFrank.com to provide a meaningful overview of current salary trends across US states and cities, worldwide, and the growth dynamics from 2017 to 2020.
[Editor’s Note: This is an updated version of 02/04/2018] Ever spent time creating the perfect view of data in Salesforce only to realize you have to recreate the criteria within a report in order to export it to Excel? It’s doable, but the creation of a report for the average user is a bigger ask. In this post, we’ll show how to export Salesforce data in a few clicks using Ascendix Search app and other tools.
Salesforce has numerous proven benefits like an ability to boost conversion rates and to improve access to customer data. However, 63% of CRM projects are still prone to failure, especially, if they are launched without proper expert guidance. In this shortlist of the US-based Salesforce consulting firms we compare agencies’ product and service offerings, industries they service etc.
It’s no secret, that Salesforce pioneered CRM space by introducing cloud-based solution and since 1999 has been steadily conquering more and more share in the market. But does the best in the market really mean best for you? Let’s run over major Salesforce pros and cons based on real users’ feedback to see if it makes sense for your company to invest into this platform.
CRE brokerage seems to be the most immune to tech innovations tending to be more of “a business of relationships” rather than of technological advances. Nevertheless, commercial real estate technology is steadily gaining popularity among agents due to its apparent benefits. In this post, Wes Snow, Co-Founder & President at Ascendix Technologies will share his insights about fundamental digital shifts in PropTech, new norms of the CRE niche due to COVID-19, and why it’s worth investing in commercial real estate software.
Salesforce integration helps companies to unify and manage the important business processes within one platform. Due to it you can seamlessly integrate and run sales, marketing, finance, accounting, project management, and human resources activities and connect different departments under one hood. In this post, we will go over Salesforce integration essentials and help you select the best integration approach for your project.
Salesforce platform can do a lot of magic with organizing your data and lead flow, but a dizzying number of Salesforce products can overwhelm and confuse you at the same time. Our guide will break up the process of getting started with Salesforce into baby steps to fast-track deployment of your solution and to ensure its success.
The Salesforce consulting partners network is growing over years and ranges from individual consultants to global consulting agencies — offering customers vast expertise across Salesforce products, clouds, industries, and system integration capabilities. But, how can you find a consultant that fits your project and allows you to avoid mistakes and regrets afterwards? Read the top 9 mistakes shortlist when choosing a Salesforce consulting partner.