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AscendixRE CRM for Commercial Real Estate

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Ascendix Composer for CRE

Document Generation Software for Real Estate Brokers
AscendixRE AI Suite

AI Add-On for AscendixRE CRM
AscendixRE CRM | Land Broker Software

CRM for Land Brokers

How Switching from Apto to AscendixRE CRM for Capital Markets Helped Gantry, Inc. Improve Data Management and Visibility

Brief Description

Gantry, Inc. approached Ascendix seeking Salesforce consulting services for their Apto installation. Following a comprehensive CRM audit, Gantry made the strategic decision to transition to AscendixRE for Capital Markets as it already contained the required functionality; hence, investing in rebuilding Apto was not necessary.

Background

Gantry is a commercial real estate mortgage banking company that acts as a vital intermediary connecting real estate owners with lenders offering commercial real estate loans.

Gantry, Inc. approached Ascendix seeking Salesforce consulting services for their Apto installation. Following a comprehensive CRM audit, Gantry made the strategic decision to transition to AscendixRE for Capital Markets as it already contained the required functionality for their CRE mortgage industry.

Challenges Gantry, Inc. was facing:

  • There was no defined way to track lender profiles that led to problems with managing a lender database.
  • All data tracking on prospects was handled manually.
  • Troubles with data visibility and management. Hence, a custom mortgage data management solution was required.
  • Issues with tracking and receiving lender interest and quotes because they were primarily tracked manually in Excel.
Caleb Coffman
Special Projects Director
countries locations icon homepage Ascendix software development
Location
San Francisco, CA
Kansas City, MO
Las Vegas, NV
New York, NY
Lockport, NY
Irvine, CA
Phoenix, AZ
Portland, OR
St. Louis, MO
Seattle, WA
Spokane, WA
Industry icon blue cases
Industry
Capital Markets
Team size icon blue cases
Number of Employees
51-200
Services icon blue cases
Services Provided:
Ascendix Professional Services, CRM Consulting, AscendixRE for Capital Markets Implementation, Salesforce Consulting

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Scope of Services We Delivered to Gantry, Inc.

Solutions Ascendix implemented through AscendixRE for Capital Markets in response to the mentioned-above challenges of CRE mortgage company Gantry, Inc.

Automated Records Sharing

Set up automation to provide brokers with automatic access to deal records when a user adds them. It saves user time on sharing information with people working on a Deal.

Centralized the Tracking of Lender Profiles to Make Data More Visible

Centralized lender profile tracking by configuring record types at the account level, enabling users to input specific information and differentiate between Lender profiles and other accounts, like Brokers, Vendors, and Principals.

Task Reminders

Users receive prompts to create new tasks once they’ve completed the current one, making task management smoother.

Quote Reminders

Users are reminded to create new quotes when they change the deal status to “Quoted,” ensuring timely quote generation.

Customized Quotes

Configured Composer (a document generation module within AscendixRE) templates for making personalized and professional quote matrix PDFs, which merges data from the Quote object.

Automated Task Planning

Developed automated task lists tailored to specific deal stages, streamlining task management. Furthermore, tasks are now created and synchronized based on deal-related dates.

Third-Party Integrations

Incorporated Act-On (marketing automation that gives visibility to all campaign interactions in the contact record), Revenue Grid (connects Outlook to Salesforce, which automatically saves emails and syncs calendars and tasks), and Zoom phone and video program (automatically logs calls).

CRM Consulting

CRM consulting services with further support and assistance to CRE mortgage company Gantry, Inc.

“ Data visibility is my biggest goal and brings me the most joy. AscendixRE for Capital Markets helps me to reach the required level. I do not know any other program that can do what it is doing and especially for capital markets. It is built specifically for what we need! ”

Caleb Coffman, Special Projects Director

Results

01_01 icon

Improved Data Confidence

Thanks to streamlined record sharing and seamless data integration with third-party tools, the company’s trust in its data management reached new heights.

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Cost Savings

Switching to AscendixRE for Capital Markets saved $500/year per user.

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Improved Tracking and Receiving Quotes

Updates to the Sourcing and Quote Objects solved Gantry’s issues with tracking and receiving lender interest and quotes.

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Increased Productivity in Prospecting

Gantry experienced a productivity increase in the prospecting side because all calls, inbound and outbound emails, Act-On campaign emails, and tasks and meetings are saved automatically to each record.

“ It is amazing to have confidence in the Ascendix team and product. I’m putting a lot of energy into this and so the Ascendix team’s help and support on their great product gives me so much confidence! I’m sure that what we are building today is also going to work in ten years. ”

Caleb Coffman, Special Projects Director

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