Ascendix Case Study: CRM Solutions and Support for Transwestern

Clutch.co: What was the scope of their involvement?

Jason Moersch: They helped set up, configure, and now support our CRM. They’ve helped us build a more user-friendly interface so that we’re cognizant of who our users are and how they best interact with the CRM.

Additionally, they helped us move to an updated version—which was a huge conversion—and increase adoption across our brokers on the platform. We leveraged their expertise on best practices and how to best communicate the change with our users.

Clutch.co: What is the team composition?

Jason Moersch: Our main points of contact were the project manager and technical architect. We spoke with them on an almost daily basis. They have a development team backing them, and we would occasionally interact with Ascendix’s president.

Clutch.co: How did you come to work with Ascendix Technologies?

Jason Moersch: I’m not sure how Transwestern initially found Ascendix, but they were selected because they offered us a developed solution. They had started building a commercial real estate overlay for Microsoft Dynamics. When we first started working together, we needed that commercial real estate expertise and solution. Over time, they have become a true business partner and helped us enhance our solutions to meet our business needs.

Clutch.co: What is the status of this engagement?

Jason Moersch: Ascendix began working with Transwestern before I was hired, but I believe it was in 2012, and we are ongoing partners.

Results & Feedback

Clutch.co: What evidence can you share that demonstrates the impact of the engagement?

Jason Moersch: They test everything before handing it to us, so everything we receive has minimal errors. The quality is always great. They act as a real business partner and take the time to work with us, understand what we need, and give feedback on what they think is the best approach. They walk with us through the entire project.

Clutch.co: How did Ascendix Technologies perform from a project management standpoint?

Jason Moersch: We communicate over the phone, email, or online meetings—whatever is best for the situation. They’re very accessible. We talk with the project manager on a weekly basis at least, sometimes closer to daily. They’re always quick to deliver.

Clutch.co: What did you find most impressive about them?

Jason Moersch: They have very open and honest communication and are always willing to go the extra mile to get our product to the next level. They do more than just the work they’re assigned; they look out for our best interests and care about us as a company.

Clutch.co: Are there any areas they could improve?

Jason Moersch: There’s always something a company can do better, but there’s nothing I can pinpoint as negative. Sometimes I wish they could be on-site with us at all times, but that’s obviously not cost-effective for either of us.

Clutch.co: Do you have any advice for potential customers?

Jason Moersch: Always be open with them as to what you’re trying to achieve and your team’s strengths and weaknesses. Ascendix will adapt to whoever they’re working with.