Salesforce Consulting Services for Capital Markets

Background

Innovative Capital Corporation is a CRE brokerage and private capital lender with a small team of 2–10 employees. The company manages diverse capital sources: from private money to institutional funds, to connect clients with private equity, debt funds, and venture capital.

Before teaming up with Ascendix, the company had some challenges. They were dealing with managing growing volumes of lender and borrower data, improving lead processing, and boosting client engagement. To solve these issues, they turned to us for Salesforce consulting services for capital markets.

When we spoke with Revel Stark, Director of Business Development at Innovative Capital, he explained how our CRM consulting services helped them implement Salesforce, directly leading to better deal management, smoother workflows, and easier compliance for his team.

Revel Stark

Director of Business Development at Innovative Capital Commercial

Location

San Diego, CA

Newport Beach, CA

Industry

Capital Markets

Number of Employees

2-10

Services Provided:

Salesforce CRM Consulting, Salesforce Customization, Salesforce Integration, Ascendix Search, Pardot Consulting Services

Video Testimonial by Revel Stark

In the video below, Revel Stark speaks about his experience of working with Ascendix team.

By partnering with us, Innovative Capital:

evolved their investment in a Salesforce platform;
created solutions for loan processing.

The Project Challenges

Data Management and Storage

Innovative Capital was managing an expanding volume of lender and borrower data, which made it difficult to keep information accurate, organized, and secure.

Data Unification

Information was scattered across multiple systems and spreadsheets, creating silos that prevented a complete view of clients and deals. Consolidating all data into a single, reliable system – CRM – was essential.

Workflow Optimization

Manual processes for managing leads, converting deals, and following up after closings were slow and error-prone, reducing efficiency and deal speed.

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Our Solutions

Ascendix’s Salesforce consulting services for capital markets covered the full spectrum of deal management, from initial lead capture all the way to deal closure, while also automating operations and ensuring compliance.

CaseStudies-Hanna5 results meeting salesforce

Salesforce CRM Consulting

Analyzed workflows, pain points, and goals to configure Salesforce tailored to Innovative Capital’s needs.
Optimized lead-to-deal conversion, ensuring leads are correctly linked to supporting deal records.
Automated the generation of all deal-related summaries, loan documents, and supporting materials.
Conducted audits of database and object layouts to improve efficiency and maintain data integrity.

Results: Lead-to-deal conversion improved, and manual processes were automated.

Secure Data Exchange Using Salesforce Experience Cloud

Developed an investor portal to securely share loan documents and property data.
Integrated external data sources like Zillow, Redfin, and Google Maps.
Allowed investors to upload and access documents via contact records, centralizing all loan-related information.

Results: Accelerated data retrieval and underwriting processes

Salesforce Customization and Integration

Integrated Salesforce with financial tools, email platforms, and other essential systems.
Among the custom functionalities developed was the Lender Search Tool. Built with Ascendix Search, it delivers instant insights into lender appetite and deal opportunities.
Automated workflows for all SKU deal operations, from lead creation to loan summary dispatch, deal comparison, and closure.

Results: All won deals are now fully audit-ready, and reporting accuracy for lenders has significantly improved.

“ In this journey, we're working hand in hand with Ascendix to alternately create strategies within the software to serve our loan officers and help them to increase their bandwidth so that they can take on more clients, do more loans and drive more revenue.

Ascendix team doesn’t only build solutions for Innovative Capital but also provides Salesforce support continuously and finds answers within 24 hours. ”

Revel Stark, Director of Business Development at Innovative Capital Commercial

Project Outcomes

Increased Data Management Efficiency

Improved data storage and management, supporting better decision-making and strategic planning.

Optimized Data Storage

Set up a streamlined file management process for Investor portal and enhanced the investor experience.

Enhanced Marketing and Client Engagement

Implemented solutions for secure data exchange, protected financial data and streamlined loan processes.

Improved Data Security and Compliance

Improved efficiency allowed for more clients and deals, driving higher revenue and business growth.

Book a Free Salesforce Consulting Call

Let's talk about your project and we will definitely find you the perfect CRM software solution that will bring you closer to dazzling business success.

<p>Thank you for showing your interest in Ascendix!</p>
<p>While we’re getting ready to schedule a meeting with you, let us tell you about Ascendix in brief.</p>
<p>We are a CRM Consulting company that helps businesses maximize the efficiency of their Salesforce and Microsoft Dynamics CRM software.</p>
<p>We also have designed our own CRE CRM tools and add-ons that empower commercial real estate companies to better serve their clients and win more deals.</p>
<p>See <a href="https://ascendix.com/cases/salesforce-crm-consulting-services/" target="_blank" rel="noopener">how one of our clients was able to streamline marketing and lead processing processes</a> by leveraging AscendixRE CRM and Salesforce consulting services by Ascendix.</p>

<p>Team, we have a new lead.</p>

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