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

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, send collections of properties to targeted audiences, and create custom lists of properties based on client preferences.

That’s why we created our Ascendix Search app – a great software assistant that helps brokers work smarter, not harder.

In this post, we explain how you can improve commercial real estate prospecting by searching Contacts/Properties/ Opportunities through radius or zip codes, building targeted lists of prospects, conducting geo mapping search of Properties, and tracking lease expirations thanks to Ascendix Search.

What is Ascendix Search?

Ascendix Search is available as an AppExchange app (it is a Salesforce app shop like App Store or Google Play) and a standalone solution applicable to Salesforce or our custom CRE brokerage CRM AscendixRE, which is based on Salesforce, too. But let’s focus on Salesforce for now.

Anybody who has a Sales or Service Cloud will be able to deploy Ascendix Search into their Salesforce instance. It will immediately recognize all the core and custom objects so that you can start performing searches on Salesforce data.

Ascendix Search provides expanded search options beyond what Salesforce provides in the core platform. It aims to make the navigation within CRM data more effective and your work more productive.

Additionally, the app helps perform complex data searching using filters and criteria that are not always available in global Salesforce search. Here’s a breakdown of how Ascendix Search surpasses Salesforce standard search.

Being one of the best mapping software for commercial real estate, Ascendix Search lets you use maps and charts to filter your data, export searches to Excel, mass edit records, perform multiple actions, e.g., log multiple calls, notes or create multiple events, and find Contacts/Properties using radius search. As a result, you get the data you need faster and become more efficient in your activities.

Ascendix Search Features That CRE Brokers Love

By keeping common challenges brokers face with Salesforce property data search in mind, we added a unique feature set that makes Ascendix Search so beneficial for commercial real estate brokers.

Advanced Filtering

As a commercial real estate broker, you want to be able to offer your clients properties that meet their specific requirements. Leveraging a tool like Ascendix Search allows you to smartly filter down your data, and, for example, find a list of Contacts with email addresses that are in Class A office space and have a lease that’s expiring in 18 months.

Hint: Click to enlarge images in this post

Ascendix Search: looking for office buildings using multiple criteria

Even though your database has 5000+ contact records, using advance filtering in Ascendix Search, you can filter down to 20 people that you want to call this afternoon about this new Class A office space that has five availabilities in it.

So, without a whole lot of energy and technical manipulation, you can:

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

Reminders for Upcoming Lease Expirations

Ascendix Search provides brokers with another great functionality for commercial real estate prospecting – reminders for upcoming lease expirations.

As Ascendix Search stores all data in one place, allowing you to filter the database and find Contacts with upcoming lease expiration dates.

Then, as you have a couple of properties in the area that might be interesting for this group of clients, you can easily send this list of Properties to the target audience as a reminder of the upcoming lease expiration.

This distinctive feature lets brokers make very timely emails and phone calls.

Salesforce Mass Email Using Mailchimp Integration

This newly introduced feature aims to simplify planning and launching within AscendixRE CRM. Thanks to Ascendix Search integration with Mailchimp, brokers can send a collection of Properties to the target audience, create email templates with dynamic content driven from existing data in CRM, and much more! All sent emails will be recorded as an activity for each email recipient.

• Select & filter recipients right from the database or utilize pre-made contact lists
• Build precise email lists using multiple criteria, including the ’email is not blank,’ which is unavailable in Salesforce
• Send emails right from your Inquiries module
• Send mass emails to your saved searches & system views, Ad-Hoc Lists, search results, or selected records
• Insert images and add attachments from your computer or shared documents
• Send emails to 50,000 contacts and up, which is more than regular Mailchimp subscription
• Export email lists from Salesforce to Excel
• Save last mass email dates or other essential info thanks to mass edits.

List Views

List views in Ascendix Search are a powerful tool that can help you to find and manage records in Salesforce. They are a great way to save time and improve your productivity.

List views in Ascendix Search are a way to view and filter records from multiple Salesforce objects. They are similar to standard Salesforce list views, but they offer a number of additional features, such as:

• The ability to search across multiple objects
• The ability to create a list view based on any Salesforce object, including custom objects
• The ability to use advanced search operators to search for records that match specific criteria
• The ability to save and share list views with other users
• The ability to preview records without leaving the list view.

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

Map Search by Radius or Zip Codes

Ascendix Search offers the valuable ability to search by zip code, a feature particularly beneficial for brokers. For commercial real estate brokers, locating properties, comps, and availabilities on a map is exceptionally useful.

Advanced Salesforce search by radius or zip code helps organizations to find and filter Contacts in Salesforce CRM to discover new opportunities and establish trustworthy relationships with clients. Salesforce has solid search functionality, but if you have specific queries, you can strengthen your searching process.

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

Ascendix Search: Filtering Properties by Map

In a few clicks you get a list of properties from a 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.

So, with this feature, brokers can:

• Conduct radius search for Contacts
• Perform Salesforce search by zip code/city
• Launch Zip code radius reporting
• Find lease/sales comps and lease expirations within a specific area.

Custom Map Pins and Quick Location of Salesforce Records on a Map

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:  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 – Map Results with Custom Pins based on the Property Type

Other benefits from having such a tool for an advanced Salesforce search like Ascendix Search are:

• Visual information about the closest records in a specified area
• Customized Salesforce-related lists and search results
• Displayed distance from the searched record
• Enhanced data organization.

Targeted Lists of Prospects

Another great feature that can boost your commercial real estate prospecting is the ability to create targeted lists of Prospects. Once you’ve found all the necessary information, you can easily save the list for 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.

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

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.

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:

• Select the records you want to export
• Click the ‘Export to Excel’ button
• Download the results.xls file with the exact data presented in search results.

Salesforce Data Export to Excel

Also, you can export your Salesforce data to Excel fast to generate reports and better analyze your data (if you are more comfortable with Excel).

Mass Update, Mass Edit, Mass Email

Ascendix Search is a great tool for mass update of 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’. Ascendix Search allows you to make sure that all records have the same value.

In terms of mass editing, Ascendix Search enables users to make specific changes to various fields across multiple records. For example, you might use Mass Edit to update the property size, location, and price for a set of listings. This feature streamlines data management by allowing you to edit multiple records’ details without navigating to each record individually.

Thanks to Ascendix Search integration with Mailchimp, mass emailing becomes as easy as ABC. Users can create an email template, customize it, if necessary, select the recipients (such as a group of leads or contacts), and send the email to all recipients in a single operation. This is a time-efficient way to engage with multiple contacts at once.

Ascendix Search vs Standard Salesforce Search

Best Commercial Property Search App

Ascendix Search is a standalone tool perfect for commercial real estate mapping, prospecting, Salesforce property data storage and cleanup, mass emailing, and more. Build on top of Salesforce, Ascendix Search is considered to be one of the best mapping software for commercial real estate.

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.

Priced at just $15 per month, this tool will significantly reduce your weekly workload, saving you valuable time.

Contact us to schedule a live demo or sign up for our trial.

Would you like to read reviews about Ascendix Search? Visit our AppExchange page and go to the Reviews tab.