How Custom Salesforce Development Drove 2-3x Faster Acquisition Tracking for an Oil & Energy Firm

The Project Challenge

Source Minerals partnered with Ascendix Technologies to achieve key goals like:

• Centralize tracking of mineral acquisitions in one CRM.
• Integrate GIS (geographic information system) directly into Salesforce for location-based insights.
• Lower costs and speed up delivery.
• Automate project and workflow management across multiple teams.
• Improve scalability to handle growing acquisition opportunities efficiently.
• Reduce reliance on fragmented tools and manual processes.

Our Solution

Instead of building everything on Salesforce from scratch, Ascendix leveraged AscendixRE CRM, our proprietary Salesforce-based framework originally designed for real estate. By adapting its components, we significantly reduced development time and costs while still customizing it for the energy sector.

• Adapted AscendixRE CRM to accelerate delivery and reduce customization costs.
• Configured Salesforce to track every stage of mineral acquisitions, consolidating opportunities, contacts, and historical data into a single platform.
• Integrated GIS directly into Salesforce, enabling advanced spatial analysis and smarter site targeting.
• Replaced fragmented tools (Pipedrive and Wrike) by unifying deal tracking and task management within Salesforce.
• Designed a scalable architecture to support future integrations with Gmail, Dropbox, RingCentral, and the asset management portal.
• Provided training for end-users and administrators to ensure adoption and long-term success.

Results

• 2–3x faster acquisition logging compared to previous tools.
• All acquisitions, royalties, and projects centralized in Salesforce.
• Significant cost savings thanks to reusing AscendixRE framework.
• GIS integration improved decision-making by reducing reliance on external tools.
• Collaboration efficiency improved with sprint-based reviews instead of unnecessary meetings.