Salesforce Customization for Source Energy Partners

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.

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.