Ascendix TechnologiesOpen/Close Panel

CRM Consulting Services and Commercial Real Estate Software Since 1996

Open Search
  • Services
    • CRM Consulting
    • Dynamics 365 Consulting
    • Salesforce Consulting
    • Salesforce Implementation Services
    • Salesforce AppExchange App Development
    • Salesforce Integration Services
    • Software Development Outsourcing
    • Ascendix CRM Concierge Service
  • Products
    • Ascendix Search
    • AscendixRE CRM
    • AscendixRE Pricing
    • AscendixRE Capital Markets
    • AscendixRE Land
    • Composer
    • MarketSpace
    • Property Listings Website
  • Industries
    • Financial Services
    • Commercial Real Estate
  • About
    • Our Team
    • Meet Our CEO
    • Engagement Models
    • How We Work
    • Ascendix Videos
  • Clients
  • Blog
  • Contact
  • Login

How Commercial Real Estate Brokers Can Benefit Using Ascendix Search for Salesforce

October 23, 2018

salesforce for commercial real estate brokers ascendix search

Are you a commercial real estate broker that uses Salesforce CRM? In this post, we explain how you can use your Salesforce more efficient, build targeted prospect lists, locate your properties on a map, track lease expirations thanks to the AppExchange app Ascendix Search.

Being a commercial real estate broker you have to deal with a huge massive of information. Needless to say, that except simple storage of all the data about your properties and deals, sometimes an opportunity to search for the necessary information quickly can play a crucial role. Using our Ascendix Search app, you can boost your productivity, save time, energy, make more money and win more deals.

A few years ago, our AscendixRE CRM users requested the ability to locate their records on a map and filter records via a map. They also needed a simple way to build their prospecting lists. That’s how we created our Ascendix Search app.

Ascendix Search banner middle

Table of Contents

  • What is Ascendix Search and Who Can Use It
  • Advanced Filtering of Properties, Leases, and Anything Else
  • Map Search Including Multiple Zip Codes
  • Targeted Lists of Prospects
  • Salesforce Export to Excel
  • Mass Update, Mass Edit, Mass Email
  • Wrapping Up

What is Ascendix Search and Who Can Use It

Ascendix Search is an AppExchange app (it is a Salesforce app shop like App Store or Google Play) which means that it is built to extend the functionality of Salesforce.

The app helps to perform complex searching of data using filters and criteria that are not always available in Salesforce. Also, the app lets you use maps, charts to filter your data. You can export searches to Excel, mass edit records, perform multiple actions, e.g. log multiple calls, notes or create multiple events. As a result, you get the data you need faster and become more efficient in your activities.

If you are a user of Salesforce or another CRM built on top of Salesforce, e.g. our AscendixRE commercial real estate CRM, you can use Ascendix Search too.

To start using the app, go to the Ascendix Search AppExchange listing, click the Get it now button and follow standard installation steps. 

Only users with Admin rights can install the app. Want to try it, but don’t have Admin rights? Ask you Salesforce admin to install it for you. We have a 30-day free trial with no obligations. The app is affordable for anyone and costs only $15 user per month.

Without further ado, let’s see how Ascendix Search can help commercial real estate brokers.

Advanced Filtering of Properties, Leases, and Anything Else

As a commercial real estate broker, you want to be able to offer your clients properties that meet their specific requirements.

“I like that I could narrow down to the square footage size of the buildings. Some clients are really specific on what they require and I don’t want to set a deal up with something that is too small or just too big for their taste. I find it easy to customize the search options to give me just what I need to target.” GuilIermo Garcia shared.

Hint: click to enlarge images in this post

Ascendix Search: looking for office buildings using multiple criteria 

Here are some of the searches you can perform with Ascendix Search:

  1. Search for contacts where I have no activity with them in over 3 months
  2. Search for contacts, who has a lease that’s going to expire in 18 months
  3. Search for contacts who’s relationship type = client
  4. Search for contacts who have a lease in the submarket of “X”
  5. Search for contacts by map
  6. Search for accounts without contacts

You can apply search scenarios to any data, Properties, Listings, Deals, Sales, Leases and more!

Chris Pearson: This app fills a much-needed gap in Salesforce Search & List Views – the ability to apply more granular filters, cross-object relationships – and game-changing features such as maps and charts. Not only has Ascendix helped us along the way with getting the app and up and running- they actively listen to our feedback and have made the product better based on the needs of our organization.  If you are looking to bridge the gap between List Views & Reports – this is the app for you.

Ascendix Search banner middle

Map Search Including Multiple Zip Codes

Ability to locate your properties, comps, availabilities on a map is exceptionally useful for commercial real estate brokers.

While properties might be located not far from each other, they might have different zip codes. Another use case is that your clients might be interested in properties from a certain radius, e.g. one hour drive from Dallas. How to get a list of properties that meet these location criteria if you know there are lots of towns within this radius?

Ascendix Search solves this challenge by letting you draw geometric shapes such as circles and polygons on a map.

Joey Wang: With Ascendix Search, I’m able to run advanced searches and map results that aren’t possible in other CRM solutions – something as basic as “Return me a list of San Francisco owners who own apartment buildings in XXX zip code”.

Ascendix Search: Filtering Properties by Map

A few clicks of the mouth and you get a list of properties from the certain region even if they have multiple zip codes.

It means, that you can offer properties to your clients that precisely meet their location requirements.

Finding lease/sales comps, lease expirations is another reason to use map search.

Hal Penchan: We have been using the Ascendix Search for over a year now. The largest benefit to us has been in the ability to quickly locate information via the map, without having to filter after the search. For example, we need to find lease/sale comps for a specific area that may cross over into multiple zip codes. Go to the map, draw the polygon and there are the comps we need. In addition, finding lease expirations for prospecting purposes via the same search process. The less time we have to spend looking for information and the more time we can spend on actionable items exponentially increases productivity!

What is more, you can define what values to display on pushpins on a map when users click on records. E.g., you can add the Property class, address, available space, listing Broker, primary image.

Ascendix Search new map previews Salesforce

Ascendix Search:  The configured pop-up window

You can also change the color, size and shape of the map pins to add more visibility for your search results or even to send screenshots to your prospects. E.g., you can define custom images for each property type you have.

 

Ascendix Search app for Salesforce custom pins on a map

Ascendix Search – Map Results with Custom Pins based on the Property Type

Targeted Lists of Prospects

Once you’ve found all the necessary information, you can easily save the list for the future use (e.g., call list, mass email list).

You can create multiple lists based on your criteria and use them to call your prospects. Once a contact meets your criteria, they will appear in the list so you won’t forget about anyone.

Claire Pistek: Ascendix Search has revolutionized the way our brokers cold-call. It has also given us valuable insight into where our data may be lacking and how to improve on that.

Ascendix Search: Creating a list of contacts that were interested in office buildings with the move-in date in the next 6 months

Kary Bulsterbaum: I have been a user of Ascendix Search for well over two years. If you deal in unlisted properties or simply need to keep a database of properties with the top of mind awareness this program is a must.

The preview pane lets you view records quickly side by side, less clicking and navigating around. What is more, using Ascendix Search, you’ll be able to picture those results in a chart or graphic.

Adam Rezner: After using Ascendix Search for a few weeks, there is no way I can go back. It is so much easier and more efficient to use than reports, and you can really hone your criteria in a way that’s not possible anywhere else. Additionally being able to use the dual pane view and see locations, make updates, or view related records is a huge boost to productivity. I highly recommend it!

Salesforce Export to Excel

To generate new leads, many brokers send mass emails or direct mail to their database. If you use a third-party provider or app, you’ll need to get your data from the system. While it is a bit complicated in Salesforce, Ascendix Search lets you export your data with a few clicks:

  1. Select the records you want to export.
  2. Click the ‘Export to Excel’ button.
  3. That is! A Results.xls file will be downloaded with the exact data presented in search results.

What’s more, you can use export to Excel to generate quick reports and to better analyze your data (if you are more comfortable with Excel).

Karen Weaver: The most useful tool has definitely been the filtering function for capital sources and then exporting those lists to Excel. It is great to get a long list of sources in just a few clicks. This has increased the speed of generating a sourcing sheet and has added some sources that we would not have thought of immediately. We absolutely love this search tool and highly recommend it to any commercial real estate firm.

Mass Update, Mass Edit, Mass Email

Ascendix Search is a perfect data-cleanup tool. If you need to update a bunch of records with a value (leads, contacts, accounts, opportunities, cases and any other objects), you can use the mass edit feature. E.g. you have TX and Texas in the field ‘State’. You want to make sure that all records have the same value.

You will be also able to add multiple notes, schedule calls, events and send mass emails easily.

Kary Bulsterbaum:  You do not need any unique training to run the program and it has several advanced tools for more detailed users. Its speed, efficiency and uniqueness is what you strive for you might want to give this product strong consideration.

Wrapping Up

Ascendix Search extends Salesforce with advanced searching, list building functionality, map and chart searches, and productivity features, so you can:

  • Build granular lists of properties, availabilities, leases, sales, prospects to follow up
  • Locate your properties on a map and easily get a list of properties within multiple zip codes
  • Create call, email lists that will be updated automatically when new prospects meet your criteria
  • Export your data to Excel for further analysis
  • Mass update records, add multiple notes or record calls in one action

And it is all can be done in a few clicks! Any Salesforce user with Admin rights can install Ascendix Search and use it for free within the first 30 Days.

The app costs $15 per month but will save you multiple hours per week. 

Need more info? Contact us to schedule a live demo or sign up for our free 30-day trial.

Would like to read more reviews? Visit our AppExchange page and go to the Reviews tab.

Ascendix Search Video Tutorials banner

Recommended For You:

  • Why Brokers Should Stop Using Excel: A CRM Story by…
  • Commercial Real Estate Map Search Case Study:…
  • Salesforce for Commercial Real Estate: Available…

Ascendix Search Blog Commercial real estate Salesforce

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

About us

  • About Ascendix
  • Our Services
  • Case Studies & Reviews
  • Ascendix Videos

Products

  • Ascendix Search
  • AscendixRE CRM
  • AscendixRE Capital Markets
  • AscendixRE Land
  • Composer
  • Commercial Property Listings Website

Contact Us

  •   +1 888-346-3276 Ext 2
  •   +1 972-889-8090
  •   Contact Sales
  •   Request Support
  •   Ascendix Corporate Office
    12222 Merit Drive Suite 1760
    Dallas, Texas 75251
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

© 2021 Ascendix Technologies. All Rights Reserved | Privacy Policy Sitemap

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Read MoreCookie settings
REJECTACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience. Read our privacy policy.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

CookieTypeDurationDescription
__cfduid11 monthThe cookie is set by CloudFare. The cookie is used to identify individual clients behind a shared IP address and apply security settings on a per-client basis. It does not correspond to any user ID in the web application and does not store any personally identifiable information.
cookielawinfo-checkbox-advertisement01 yearThis cookie is set by GDPR Cookie Consent plugin. The purpose of this cookie is to check whether or not the user has given their consent to the usage of cookies under the category 'Advertisement'.
cookielawinfo-checkbox-analytics01 yearThis cookie is set by GDPR Cookie Consent plugin. The purpose of this cookie is to check whether or not the user has given the consent to the usage of cookies under the category 'Analytics'.
cookielawinfo-checkbox-necessarypersistent11 monthsThis cookie is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-non-necessarypersistent11 monthsWe use this cookie to store the user consent for the cookies in the category "Non Necessary".
csrftoken011 monthsThis cookie is associated with Django web development platform for python. Used to help protect the website against Cross-Site Request Forgery attacks
iopersistentSessionThis cookie is set by HeyOliver and it preserves user session state across page requests.
pctrk01 yearUsed to count page views by unauthenticated users against license usage.
PHPSESSIDpersistent1 yearThis cookie is native to PHP applications. The cookie is used to store and identify a users' unique session ID for the purpose of managing user session on the website. The cookie is a session cookies and is deleted when all the browser windows are closed.
viewed_cookie_policypersistent11 monthsThe cookie is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

CookieTypeDurationDescription
__utma02 yearsThis cookie is set by Google Analytics and is used to distinguish users and sessions. The cookie is created when the JavaScript library executes and there are no existing __utma cookies. The cookie is updated every time data is sent to Google Analytics.
__utmb030 minutesThe cookie is set by Google Analytics. The cookie is used to determine new sessions/visits. The cookie is created when the JavaScript library executes and there are no existing __utma cookies. The cookie is updated every time data is sent to Google Analytics.
__utmc0The cookie is set by Google Analytics and is deleted when the user closes the browser. The cookie is not used by ga.js. The cookie is used to enable interoperability with urchin.js which is an older version of Google analytics and used in conjunction with the __utmb cookie to determine new sessions/visits.
__utmt010 minutesThe cookie is set by Google Analytics and is used to throttle the request rate.
__utmz06 monthsThis cookie is set by Google analytics and is used to store the traffic source or campaign through which the visitor reached your site.
_gapersistent2 yearsThis cookie is installed by Google Analytics. It registers a unique ID that is used to generate statistical data on how the visitor uses the website.
_gat_gtag_UA_76342539_1persistent1 minuteGoogle uses this cookie to distinguish users.
_gat_UA-76342539-1persistent1 minuteThis is a pattern type cookie set by Google Analytics, where the pattern element on the name contains the unique identity number of the account or website it relates to. It appears to be a variation of the _gat cookie which is used to limit the amount of data recorded by Google on high traffic volume websites.
_gidpersistent1 dayThis cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the wbsite is doing. The data collected including the number visitors, the source where they have come from, and the pages viisted in an anonymous form.
_uv_id02 yearsThe cookie is set by Slideshare.net. It collects data on the user's visits to the website, such as which pages have been read.
bcookiepersistent2 yearsThis cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
browser_idpersistent1 yearA unique indentifier for the web browser
bscookie12 yearsUsed by the social networking service, LinkedIn, for tracking the use of embedded services.
cusidpersistent30 minutesThis cookie is set by Clickdimensions and is used to establish and continue a user session with the site. When a user views a page on the site, the script code attempts to update this cookie. If it does not find the cookie, a new one is written and a new session is established. Each time a user visits a different page on the site, this cookie is updated to expire in 30 minutes, thus continuing a single session for as long as user activity continues within 30-minute intervals. This cookie expires when a user pauses on a page on the site for longer than 30 minutes.
cuvid02 yearsThe cookie is set by ClickDimensions. This cookie is typically written to the browser upon the first visit to the site from that web browser. If the cookie has been deleted by the browser operator, and the browser subsequently visits the site, a new __cuid cookie is written with a different visitor unique ID. This cookie is used to determine unique visitors to the site and it is updated with each page view. Additionally, this cookie is provided with a unique ID that the application uses to ensure both the validity and accessibility of the cookie as an extra security measure.
cuvonpersistent30 minutesThis cookie is set by Clikdimensions and is used to signal the last time a visitor viewed a page. It expires in 30 minutes from set/update.  
GPS030 minutesThis cookie is set by Youtube and registers a unique ID for tracking users based on their geographical location
heyo_pPersistentRegisters a unique ID that is used to generate statistical data on how the visitor uses the website.
heyo_ssessionRegisters a unique ID that is used to generate statistical data on how the visitor uses the website.
ho_*-active_quickview_tabPersistentKeeps the current state of the web app and is set by HeyOliver.
ho_*-heyoliver_referrersessionThis cookie is set by HeyOliver and collects information of the user's referrer.
ig_did19 yearsThis cookie is set by Instagram.
li_sugrpersistent2 monthsLinkedIn Insight Tag, when IP address is not in a Designated Country
lisscpersistent1 yearUsed by the social networking service, LinkedIn, for tracking the use of embedded services.
UIDR01 yearThis cookie is set bu scorecardresearch.com. The cookie is used to tracks the users activity across the internet on the browser such as visit timestamp, IP address, and most recently visited webpages. and may the data send to 3rd party for analysis and reporting to help their clients better understand user preferences.
vuid02 yearsThese cookies are used by the Vimeo video player on websites.
YSC1This cookies is set by Youtube and is used to track the views of embedded videos.
Advertisement

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

CookieTypeDurationDescription
_fbppersistent2 monthsThis cookie is set by Facebook to deliver advertisement when they are on Facebook or a digital platform powered by Facebook advertising after visiting this website.
fr12 monthsThe cookie is set by Facebook to show relevant advertisments to the users and measure and improve the advertisements. The cookie also tracks the behavior of the user across the web on sites that have Facebook pixel or Facebook social plugin.
IDE12 yearsUsed by Google DoubleClick and stores information about how the user uses the website and any other advertisement before visiting the website. This is used to present users with ads that are relevant to them according to the user profile.
uid01 yearThis cookie is used to measure the number and behavior of the visitors to the website anonymously. The data includes the number of visits, average duration of the visit on the website, pages visited, etc. for the purpose of better understanding user preferences for targeted advertisments.
UserMatchHistorypersistent1 monthThis cookie is set by Linkedin and is used to track visitors so that more relevant ads can be presented based on the visitor's preferences.
VISITOR_INFO1_LIVE15 monthsThis cookie is set by Youtube. Used to track the information of the embedded YouTube videos on a website.
Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

CookieTypeDurationDescription
langpersistent1 yearThis cookie is used to store the language preferences of a user to serve up content in that stored language the next time user visit the website.
lidcpersistent1 dayThis cookie is set by LinkedIn and used for routing.
mid09 yearsThe cookie is set by Instagram. The cookie is used to distinguish users and to show relevant content, for better user experience and security.
test_cookiepersistent11 monthsThis cookie is set by doubleclick.net. The purpose of the cookie is to determine if the users' browser supports cookies.
upersistent2 months
Save & Accept