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The Ascendix Blog

Ascendix Search August Feature Summary

Ascendix Search August Feature Summary

August 23, 2018

Ascendix Search Release Update 19 is now available! Lots of new features and enhancements!

Insert images into your emails, measure the shapes you draw on maps, create private notes, display custom Lightning Components as tabs, follow records from the record preview area.

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Managing Lease and Sale Inquiries with AscendixRE

Managing Lease and Sale Inquiries with AscendixRE

August 17, 2018

Brokers spend lots of money and energy to generate commercial real estate leads. It’s incredibly rare that a lead responds to a broker’s first outreach attempt. And you may have 8 touches to get an initial meeting. It means lots of follow-ups to be done, you might need to prioritize whom to call, and it is super easy to overlook some promising leads. In this post, we’ll show you how AscendixRE CRM helps brokers to prioritize leads and why we introduced a new object Inquiries.

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CRM Best Practices and Approaches for Commercial Real Estate Brokers

CRM Best Practices and Approaches for Commercial Real Estate Brokers

August 13, 2018

Leading a firm that specializes in CRM consultancy for over 22 years and having our own CRM for commercial real estate brokers, I want to share the CRM best practices and perspectives to consider when implementing this type of technology for your brokerage.  While some of these topics are specific to implementing CRM for groups of users, most are applicable to individuals as well.

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The Top Ten Reasons You Can’t Adopt a CRM: CRM Adoption Best Practices

The Top Ten Reasons You Can’t Adopt a CRM: CRM Adoption Best Practices

August 6, 2018

While there could be a host of reasons why some CRM adoption strategies fail or succeed, we have discovered some common culprits.

Before we jump to our list, we read some statistics about CRM adoption that were super interesting.

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What is a Microsite and How Can It Help Me Market My Properties?

What is a Microsite and How Can It Help Me Market My Properties?

July 31, 2018

It is not easy to sell land, it takes lots of time and efforts to sell commercial real estate properties and find tenants. In this post, we’ll discuss the importance of microsites, what they are and how they can highlight your properties, listings, and availabilities for marketing purposes.

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Ascendix Search July Feature Summary

Ascendix Search July Feature Summary

July 16, 2018

Ascendix Search Release Update 18 is now available!

OpenStreetMap is our default map provider, we’ve improved our report writing tool Composer, added a new search criterion “Starts with” for text fields and now let you view all notes as a tab in the record detail area.

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Ascendix Search How To Videos

Ascendix Search How To Videos

July 11, 2018

It is better to see something once than to hear about it a thousand times. In this post, we share Ascendix Search video tutorials to show you our app in action and explain its key functionality: advanced Salesforce searching, related lists, mass updates, mass actions, export of Salesforce data to Excel, using maps, charts for searching, Ad-hoc lists, a report writing tool and much more.

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Ascendix Case Study: CRM Solutions and Support for Transwestern

Ascendix Case Study: CRM Solutions and Support for Transwestern

July 10, 2018

Transwestern and Ascendix Technologies are long-term partners. We’ve helped to set up and configure their CRM which led to increased adoption across their brokers on the platform. Hear the full story of our cooperation by Jason Moersch, VP of Technology Solutions at Transwestern. The interview was facilitated by Clutch.co, an independent platform for unbiased clients reviews.

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Salesforce AppExchange: 8 Tips to Select the Right Apps for Your Org

Salesforce AppExchange: 8 Tips to Select the Right Apps for Your Org

June 28, 2018

There are over 3,000 apps on the Salesforce AppExchange. How do you know which are best suited for your organization? How do you effectively search for them? What are some key factors in evaluating apps? This article will explore all the nuances of installing AppExchange apps, and how to avoid some pitfalls in the process.

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MailChimp Salesforce Integration: Step by Step Tutorial

MailChimp Salesforce Integration: Step by Step Tutorial

June 22, 2018

AscendixRE and AscendixRE Land CRM now integrate with the world’s largest email automation tool MailChimp. No need to export email lists from Salesforce and add them to MailChimp campaigns. Everything synchronizes automatically! Not our user? In our post, we explain how MailChimp Salesforce integration works, so it will be useful for you too.
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