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.
The Ascendix Blog
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.
Stephen Songy from OakPoint shares his experiences with AscendixRE CRM and explains how our CRM helps them to enhance team communication and their sales processes.