2024 has been a fruitful year for Ascendix Search as we’ve experienced 5 big releases that introduced even smarter and faster Salesforce searches.
These updates have focused on everything from search and reporting advancement to smart dashboards and email campaigns, delivering even more value to our users.
Let’s walk through the highlights of what we introduced this year and how it all comes together to help you get the maximum value from your Salesforce data.
Try new functionality in your upgraded version of Ascendix Search right now. Reach out to the Support Team to get assistance.
We kicked off this year with enhanced collaboration tools. Users can now share saved searches, ad-hoc lists, and selected records with team members, all while considering company-defined access levels. For example, a a fundraising manager at a nonprofit could create a targeted list of high-potential donors based on past contributions and interests, then securely share it with specific team members.
Additionally, Ascendix Search now allows you to create a role hierarchy tree to ensure that only authorized team members can access specific views or edit capabilities.
Role Hierarchy in Ascendix Search
By simply hovering over a record pin on a map, users can visualize its geographic location and key details. This feature eliminates the need for additional clicks and provides immediate context for decision-making, such as identifying nearby properties or clients.
Hover-to-View Geographic Data Functionality in Ascendix Search
Search results now display up to 50 columns, providing a comprehensive view of relevant data. This enhancement allows users to analyze detailed records without switching tools or tabs, making workflows more efficient.
More details about other features from this release you may find here.
| Feature | Benefit | Example Use Case |
|---|---|---|
| Search Sharing | Seamless collaboration across teams | Sharing lead lists with the sales team |
| Hover-to-View Geographic Data | Quick location insights without extra clicks | Identifying property proximity to clients |
| Expanded Column Support | Comprehensive data analysis in one view | Reviewing all deal-related metrics |
The new modal window for audience selection simplifies targeting. Users can now select specific groups for campaigns directly from the search interface, reducing the steps needed to launch targeted outreach efforts.
Selecting Target Audience via Run Search in Mailchimp
Enhanced geographic targeting allows searches by zip code or address, helping users narrow down prospects or leads based on exact locations. This is especially useful for campaigns tied to local events or specific geographies.
Request a live demonstration of Ascendix Search to get practical knowledge about radius search and other features.
Ascendix Search now makes it even easier to navigate Mailchimp campaign reports with the newly introduced search-by-name feature. Users can find specific reports by simply searching for the campaign name. With this feature, we were hoping to eliminate the need to sift through entire report tables, allowing users to quickly pull up only the insights they need.
Mailchimp Campaign Reports in Ascendix Search
More details about other features from this release you may find here.
| Feature | Benefit | Example Use Case |
|---|---|---|
| Modal-Based Audience Selection | Streamlined audience targeting within campaigns | Selecting groups for Mailchimp email campaigns directly in the search interface |
| Precision with Radius Searches | Target specific locations with enhanced accuracy | Finding leads within a 10-mile radius of a property for localized campaigns |
| Deeper Mailchimp Integration | Quick access to specific campaign reports | Searching by publication name to retrieve detailed insights for a new campaign |
Users can now create personalized dashboards to monitor business metrics and use them for reporting. For example, a sales director can design a dashboard to track pipeline progress, team performance, and deal closure rates, ensuring key metrics are always at their fingertips.
Analytics Dashboards in Ascendix Search
A centralized reporting table makes managing Ascendix Composer publications more efficient. With filtering and sorting options, users can quickly access specific reports and streamline their workflows.
Managing Publication in Ascendix Search
Locating tasks and events tied to specific parties is easier than ever. By applying filters, users can focus on relevant details without navigating through unrelated data.
More details about other features from this release you may find here.
| Feature | Benefit | Example Use Case |
|---|---|---|
| Custom Dashboards | Tailored insights into business performance | Monitoring sales pipeline progress |
| Centralized Reporting Table | Easy access to filtered publication reports | Reviewing campaign effectiveness |
| Task and Event Filters | Quick focus on relevant records | Searching for follow-ups tied to key clients |
Warning messages now ensure users complete Connected App configurations, reducing setup errors. If a user closes the popup without completing required steps, a persistent warning reminds them until they finish the setup process.
Not long after the introduction of the search-by-name feature, we’ve enhanced Mailchimp campaign reports even further. Users can now access detailed entity records directly within Mailchimp reports. A scrollable table provides easy navigation, and clickable links allow instant access to individual records. This feature offers a deeper understanding of campaign impacts, such as identifying which clients engaged with specific campaigns.
Associated Entity Records in Mailchimp Campaign Reports
Up to 2,000 accounts can now be added to a campaign in a single operation, significantly reducing manual effort for large-scale outreach efforts.
More details about other features from this release you may find here.
| Feature | Benefit | Example Use Case |
|---|---|---|
| Persistent Guidance for Setup | Ensures users complete required configurations to avoid errors | A user is reminded to configure the Connected App setup after dismissing the initial warning popup |
| View Records in Mailchimp Reports | Provides detailed views of entity records in reports, improving campaign insights | A marketer views related client records from a Mailchimp campaign report to analyze engagement |
| Expanded Campaign Membership | Simplifies large-scale outreach by adding up to 2,000 accounts at once | A team adds all local business accounts to a new promotional campaign without manual input |
New dashboard objects offer scalable, private views for individual users. This ensures that sensitive data is secure while still allowing personalization based on individual roles or tasks.
Similar to search lists sharing introduced in early January, Ascendix Search users can now share dashboards with their teammates to collaborate and view key metrics together. For instance, a sales and marketing team can share a dashboard to collaboratively track campaign performance.
Shared Dashboards in Ascendix Search
Users can rename and reorder charts within dashboards, making it easier to prioritize critical data. This customization ensures that dashboards are not only informative but also tailored to user workflows.
Improved Chart Organization in Ascendix Search
More details about other features from this release you may find here.
| Feature | Benefit | Example Use Case |
|---|---|---|
| User-Specific Dashboards | Private views tailored to individual workflows | A sales rep tracks their personal pipeline without sharing sensitive data |
| Shared Dashboards for Teams | Improved collaboration through shared insights | Marketing and sales teams align on campaign metrics by sharing dashboards |
| Improved Chart Organization | Enhanced usability with customizable chart layouts | Reordering charts to prioritize deal tracking over secondary metrics |
This year’s updates have all been about making Ascendix Search more powerful, flexible, and user-friendly. Our team always keeps in mind clients’ business needs that need to be covered and focuses deeply on making Ascendix Search an all-in-one tool for Salesforce users of all sizes and from all industries.
Curious to explore these features further? Schedule a demo and see how Ascendix Search can transform your Salesforce experience.
Kateryna creates engaging content about Salesforce consulting, Ascendix products, and CRM best practices for the commercial real estate industry and legal services. Her articles provide readers with relevant data, stats, business tricks and overviews of new industry trends and CRM updates.
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