Ascendix TechnologiesOpen/Close Panel
CRM Consulting Services and Commercial Real Estate Software Since 1996
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.
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.
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.
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.
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.
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.
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.
