Salesforce Customization for Source Energy Partners

Ascendix Technologies customized Salesforce for Source Energy Partners. Now they can track all their mineral sources buying in one place and manage all their projects from one place, their CRM.

Background

Source Energy Partners is an oil and gas mineral and royalty acquisition company in Dallas, TX.

Source Minerals purchases oil and gas mineral rights and royalties, as well as providing exceptional investment opportunities for their clients.

They asked Ascendix to customize Salesforce so they could track mineral buying activities and use GIS (geographic information system) right in their CRM software.

After a discovery call, it became clear that we can customize our existing solution for commercial real estate brokers on top of Salesforce AscendixRE to speed up delivery and cut costs for Source Energy Partners.

As a result, we were able to develop custom solution faster and for a fraction of the initial budget.

Hunter Kennedy
Vice President, Source Energy Partners
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Location
Dallas, Texas, United States
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Industry
Oil & Energy (Source minerals rights)

We were using disparate systems for our customer resource management and project management. Ascendix offered a real estate geared CRM that was attractive to us. After extensive conversations, Ascendix created a custom salesforce environment for us that integrated customer relationship and project management.

Hunter Kennedy, Vice President, Source Energy Partners
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Scope of Work

Ascendix took all of the framework from our previous CRM and our previous project management tools, consulted with us on streamlined ways to improve, and integrated the best components of each system into their offering on top of the Salesforce platform.

We worked with several people on the team ranging from principal/owner, to project managers, administrative executives, and software developers.

Ascendix ran nearly the entire project through the Microsoft Teams platform, which was incredibly easy for us to collaborate on files through, conduct meetings, and submit questions and comments with ease.

We typically scheduled discussion calls at specific times following development sprints. There was never a meeting just for a meeting’s sake/regular scheduling. Everything had a specific purpose and it drove development effectively.

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Results

Our incoming acquisition opportunities are identified and logged into our system at 2-3x the rate they were using previous tools.

Ascendix was able to build something unique for us. They took the foundation elements of their highly successful product but applied it to our business (which has many stark contrasts to real estate) in very effective ways.

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Contact Info

Ascendix Corporate Office
12222 Merit Drive Suite 1760
Dallas, Texas 75251

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