An effective CRM system can help to increase lead conversion rates by 300% and reduce lead costs by 23%. But what if your business can’t get these stunning results and your teams are lagging behind in adopting the new technology? There can be many reasons for this. But among the top are poor CRM choices and failed CRM implementation that doesn’t correlate with your business needs.
If you feel that you are not using your CRM system to the full extent or it lacks some essential features and flows, we at Ascendix can perform a thorough business analysis and CRM audit to find the best solution to your issues.
With our CRM consultant’s help, our clients reduce the sales cycle by 8-14% and gain up to 25% profit with their optimized CRM. And it is confirmed by 100+ testimonials on AppExchange and Clutch. co, and case studies on our website.
Our CRM consultants analyze all key issues your business struggles with and the internal policies you must comply with to select the best CRM solution.
We review feature gaps in your current CRM system that affect your productivity, evaluate CRM’s overall health, and suggest the most optimal ways for improvement.
Our CRM audit agency will help you meet your industry regulations regarding retaining your CRM data and perform a detailed risk assessment and comparison with industry standards.
We’ll conduct a thorough CRM inspection for poor data sources and missing, incorrect, or incomplete information. In addition, our experts will provide tips for further data deduplication and enrichment.
Company reputation is priceless. And we’ll help you instill trust by preventing your corporate and customer data from leaking thus ensuring smooth and uninterrupted operations.
Your business grows, and so should your CRM. Our CRM audit agency analyzes the growth potential of the selected CRM considering price-feature balance in a long-term perspective.
If you need to check whether your CRM customization or configuration has been done correctly, we can review your CRM system code and suggest ideas on its optimization to reduce technical debt.
Our consultants will compare the number of purchased licenses against actual usage, identify the possible reasons for poor use and provide an in-depth CRM adoption plan.
To measure success or to spot the space for improvement, you need to have all the data properly organized. We’ll help you review your reporting capabilities that will help you display only the information you need precisely when you need it.
We’ll identify gaps in your process and help you create user roles and their hierarchy. Our consultants will help set automatic notifications and proper task assignments for your various teams.
As your CRM assessor, we’ll review your connected applications’ use, cost, and connectivity quality. Or we will offer the most cost-effective yet robust automation solutions to integrate with your CRM system.
As a certified Salesforce and MS Dynamics consultancy with 20+ years of experience, we can provide overall Salesforce evaluation and Pardot health assessment services, as well as Microsoft Dynamics solution check-ups. Also, we specialize in:
We'll perform your Salesforce Org health assessment, adjust security settings to align with CRUD and FLS principles, enable data encryption, and enhance the security of sensitive data.
“ "Ascendix helped us move things from Excel spreadsheets to Salesforce. We felt comfortable that Ascendix would not disappear when we needed the help. They really worked with us to get everything over as consistently as we possibly could. I remember I was thinking that we would probably have 50% success with our data imports, but we got it to 85-90%, so everything is converted over. We just felt like they were very hands-on and if we needed something, we could just pick up the phone and call them." ”
We can provide CRM readiness assessment and assist you with selecting the best CRM product and pricing plan with the most built-in features for your business’s vital needs. We will also help you optimize the cost of implementing and running your solution based on the required number of CRM user roles and licenses.
If you have been using your CRM for quite a while and feel that you’ve outgrown your current system, we can help you implement new software to boost sales, marketing, or customer service performance. Considering your industry and internal policy intricacies, we will design your unique CRM implementation plan.
We’ll help you switch to the Lightning version if you’re using a Salesforce Classic Sales Cloud. In addition, our consulting team will work with you to help you identify the best place to start your migration to Lightning and create your roadmap to success.
If you are struggling with a half-baked or underperforming Salesforce solution, we will help you transform it into a highly adaptive lead-generating machine with a brand-new Sales or Service Cloud capacity to increase efficiency. We’ll guarantee that your new Salesforce Org will be able to scale along with your needs.
If you are using your industry-specific CRM but it lacks the customizability capabilities that Salesforce has, you can seamlessly integrate them and leverage both benefits. On our side, we’ll harmonize data exchange between these two systems and make it secure. Besides that, our consultants will sync and centralize necessary automation tools and third-party systems to increase your productivity.
If you feel that the CRM system doesn’t cover all your broker’s needs, you can enhance them with our tools for commercial real estate brokers. For 16 years in the PropTech market, we’ve developed an exhaustive list of tools, such as Ascendix Search, Composer Online, and MarketSpace, that you can integrate with your Salesforce CRM.
If you can’t afford to hire an in-house Salesforce administration or don’t need full-time CRM management, you can delegate ongoing CRM support to our specialists. We’ll help you maintain your system after each release and ensure that your system is bug-free, healthy, and well-optimized. Our agency will configure and customize your solution as soon as it is required.
Salesforce audit is a process of CRM assessment, review of possible or actual security issues, login history, and getting information about how the system is used and what fields are filled in more often than others.
A CRM audit is a CRM usage evaluation process, including all the integrated systems and customizations. Thanks to CRM assessment, users can reduce data gaps and technical debt and eliminate time- and resource-wasting processes.
CRM audit cost depends on many factors, such as the organization’s size, the amount of data within the system, the number of integrated systems, and the amount of custom code. That’s why CRM assessment costs may vary significantly, and requesting the quote directly from the vendor is better.
Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251
Ascendix User? Need help? Send your support requests to support@ascendix.com
Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251
Ascendix User? Need help? Send your support requests to support@ascendix.com