Updated on July 16, 2020 Last week, our CEO Wes Snow, took part in a Salesforce Demo Jam for Admins where presented our AppExchange app Ascendix Search. In about 3 minutes, Wes explained how Ascendix Search works and helps Salesforce users in their daily life. Did you miss the event? Watch the video recording right now!
Ascendix Search Helps:
#1 In searching for specific data sets without building list views or creating reports
- A query by example form: fill fields within the form to search for data.
- Supports related searches, e.g., you can filter Contacts by any fields on the Account level.
- Works with core and custom objects
#2 Search and Filter Salesforce Data via Maps
Filter down your results sets via drawing geometric shapes on top of the map to get a list of records restricted to this particular shaded area
#3 Analyze Search Results with Charts and Graphs
Use interactive charts to filter down your Salesforce data.
#4 Bulk Edits
Clean, unify your data with our Bulk Edit feature.
#5 Export to Excel
Exporting of Salesforce data to Excel is easy with Ascendix Search. Search for the required data and click ‘Export to Excel’ button. That’s it!
About Salesforce Demo Jam
Salesforce Demo Jam is a webinar organized by Salesforce. The idea behind the event is simple: you’ll see a demo of 3 – 5 AppExchange apps and then vote to select the winner. It is an excellent opportunity to get a high-level overview of the apps and see if they can help you solve your business challenges.
It takes place on the third Thursday of every month at 1 PM ET. It is free to attend.
About Ascendix Technologies
Ascendix Technologies is a CRM consulting firm from Dallas, Texas. Back in 1996, it was founded by Wes Snow and Todd Terry to offer CRM consulting services.
Later on, we created Ascendix Search app to help Salesforce users maximize their investment in Salesforce.
Your CRM is more than a notebook to store contacts and accounts.
Using Ascendix Search, you’ll unveil the full potential of data, spot the trends, identify inefficiencies and hidden opportunities and speed up your sales, marketing, support and any other teams that use Salesforce.
Ascendix offers professional help in AppExchange development, Salesforce implementation, customization, data migration services and everything about CRM.