Ascendix will be sharing our latest Salesforce updates and demonstrating the new Data Amp tool on a webinar on June 2 from 1:00 – 1:30 PM CST.
These features, updates and offerings are unique to Ascendix and are key reasons our clients selected AscendixRE, our Salesforce CRM customized for commercial real estate, over other offerings.
Our extensive knowledge and experiences obtained over our 20 years in the CRM space gives us a unique perspective and ability to design tools specifically for the end user. This webinar focuses on a handful of new features we just released which were derived from lessons learned and refinements made while listening to our clients over the years.
Some of these features help close the gap on core CRM related functionality while others are more commercial real estate specific.
Data is the Fuel for your CRM
Data Amp is an app designed specifically for Salesforce.com where end users are not only able to speed up the data entry process but can expand the amount and accuracy of data captured for company and contact records leveraging the integration we have with the leading company and contact data service provider, InsideView.
InsideView is a market leading CRM Intelligence Platform that infuses your CRM system with essential data, from over 30,000 financial, media and social sources and 50 million company and contact records.
The Data Amp app is unique in its design in that it is presented during the data entry process where the end user is in greatest need for data. The best part is you only pay for the records you import! The cost per record starts at around $0.60.
Inquiry Tracking & Conversion
Use the inquiry record to manage the initial conversation and abbreviated contact information separately from your qualified account and contact records. Using our new conversion workflow, qualified inquiries can quickly be converted into account and contact records without having to duplicate effort. If the relationship has progressed, options are available to create a deal record from the inquiry record at the same time.
Create a graphical representation of a building showing lease and availability data for the property based on expiration and availability dates. Interact with the stacking plan directly by entering in new lease and availability information which are immediately reflected in the stack. Options exist for
exporting the stacking plan to either a PDF or Excel spreadsheet for distribution to people outside your firm.
New Search Facility Closes the Gaps
If you’ve created any views within Salesforce.com, you’ve probably run into some of the limitations of creating filters based off data contained in tables related to the primary object from which you are creating the view. We’ve created an intuitive search tool that supports cross object condition building as well as the ability to include cross object attributes in the resultant view. With the ability to save these searches, this facility effectively becomes a superpowered version of the “out of the box” view builder in Salesforce. Add to that the ability to export these views to MS Excel and you’ve got a powerful end to end solution.
AscendixRE for Salesforce is now Lightning Compliant! This updated UI is the strategic direction for Salesforce which is easier to navigate with a more modern design translating into less clicks to access your data. Moreover, this new UI brings into harmony the desktop edition with it’s mobile counterpart.
This 30 minute webinar will cover a lot of ground, but we will also save time for Q&A. These tools are so easy to use and share, but can make a big difference in how you are working with your current data. They can also increase the adoption of CRM within your business! Register now to save your seat. Recordings will also be emailed to those who register at the end of the event. Have questions? Contact Camille Musick at [email protected]