Expert Guide to Salesforce Implementation in 2024
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Expert Guide to Salesforce Implementation in 2024
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AscendixRE CRM

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Ascendix Composer

Document Generation Software for Salesforce users
AscendixRE Land

CRM for Land Brokers
MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Salesforce CRM Consulting for Commercial Real Estate

Ascendix is a Crest Salesforce Consulting Partner with over 15 years of expertise in commercial real estate. We’ve helped multiple CRE companies implement and build Salesforce-based solutions. We bring industry expertise and cost-efficient assets in the US and Europe.

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Empower Your CRE Ventures with Crest-Level Innovation

Why Salesforce for Commercial Real Estate Stats

Commercial real estate professionals masterfully orchestrate a complex symphony of tasks daily – from managing multi-stakeholder transactions and nurturing diverse client relationships to managing intricate lease agreements. This requires precision, expertise, and innovative technologies like Salesforce.

Salesforce’s versatile CRM ecosystem offers an impressive set of tools that can transform how realtors perform their tasks. However, it is not explicitly tailored to commercial real estate operations.

The success of creating a strong commercial real estate business relies on two key factors. First, it requires careful customization of Salesforce’s platform. Second, it needs smart optimization of the same platform.

As Crest Salesforce commercial real estate consultants, Ascendix transforms the Salesforce platform into a powerful real estate engine. We offer expertise in strategic configuration, customizations, and system integrations. Whether you’re optimizing an existing setup or starting fresh, our skilled team of 70+ experts crafts solutions that are perfectly aligned with your CRE business objectives.

Why Salesforce for Commercial Real Estate Stats

Need to Customize Salesforce for Commercial Real Estate?

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Our Salesforce Services for Commercial Real Estate

Being a Salesforce and AppExchange partner with 70+ certified Salesforce experts holding 120+ certifications, we help CRE firms choose, implement, customize, and adopt Salesforce solutions. Also, we build custom CRMs for commercial real estate tailored to your business model.

Salesforce Setup

Select most suitable Salesforce edition and set of features and connect Salesforce to your corporate software ecosystem.

Salesforce Migration

Transition from legacy systems, spreadsheets, and outdated CRM platforms to a powerful and flexible Salesforce environment.

Salesforce Audit

Optimize your Salesforce instance to deliver peak performance and bulletproof security to align it with your and industry demands.

Process Automation

Leverage the platform’s full potential and scale the system’s standard functionality to maintain a competitive edge.

System Integration

Sync Salesforce platform with CRM system, third-party software, apps, and complex custom solutions.

Marketing Automation

Personalize interactions with your clients, partners, and investors with Marketing Account Engagement (Pardot).

AppExchange App Development

Expand your reach on the Salesforce AppExchange marketplace with your innovative solutions.

Salesforce Custom Development

Configure and customize your Salesforce platform to create a perfect match with your unique CRE business processes.

Virtual Administration

Delegate routine administrative tasks, day-to-day system maintenance, and ongoing enhancements to virtual admins at Ascendix.

Salesforce Setup

Select most suitable Salesforce edition and set of features and connect Salesforce to your corporate software ecosystem.

Salesforce Migration

Transition from legacy systems, spreadsheets, and outdated CRM platforms to a powerful and flexible Salesforce environment.

Salesforce Audit

Optimize your Salesforce instance to deliver peak performance and bulletproof security to align it with your and industry demands.

Process Automation

Leverage the platform’s full potential and scale the system’s standard functionality to maintain a competitive edge.

System Integration

Sync Salesforce platform with CRM system, third-party software, apps, and complex custom solutions.

Marketing Automation

Personalize interactions with your clients, partners, and investors with Marketing Account Engagement (Pardot).

AppExchange App Development

Expand your reach on the Salesforce AppExchange marketplace with your innovative solutions.

Salesforce Custom Development

Configure and customize your Salesforce platform to create a perfect match with your unique CRE business processes.

Virtual Administration

Delegate routine administrative tasks, day-to-day system maintenance, and ongoing enhancements to virtual admins at Ascendix.

What We Can Build on Salesforce for CRE

Leverage blend of our 25-year experience in CRM development and Salesforce's robust foundation to create custom solutions that seamlessly integrate all your critical processes into one powerful, centralized platform.

Custom Portals

Create sophisticated portals that transform how clients, investors, and partners collaborate through an intuitive, centralized digital hub with access to:
 

  • Property data
  • Lease information
  • Financial reports, etc.

Custom Plugins

Enhance your CRM with specialized Salesforce plugins tailored specifically for CRE professionals that extend the platform's capabilities with:
 

  • Document processing tools
  • Commission calculators
  • Lease management tools

Custom CRMs

Transform Salesforce into the best CRM for commercial real estate brokers by customizing it to match your workflows of your CRE brokerage with:
 

  • Stacking plans
  • Prospecting tools
  • Pre-built charts and graphs

Custom AI Development

Beyond packaged tools, we can develop completely custom AI solutions. This may include:
 

  • Document abstraction tools
  • Custom recommendation engines
  • Chatbots, and more.

Custom Lightning Apps

Empower your Salesforce CRM with custom-built Salesforce apps to meet specific CRE business needs like:
 

  • Contract approval automation
  • Automated underwriting engine
  • Data entry automation
  • Loan origination automation

Custom Portals

Create sophisticated portals that transform how clients, investors, and partners collaborate through an intuitive, centralized digital hub with access to:
 

  • Property data
  • Lease information
  • Financial reports, etc.

Custom Plugins

Enhance your CRM with specialized Salesforce plugins tailored specifically for CRE professionals that extend the platform's capabilities with:
 

  • Document processing tools
  • Commission calculators
  • Lease management tools

Custom CRMs

Transform Salesforce into the best CRM for commercial real estate brokers by customizing it to match your workflows of your CRE brokerage with:
 

  • Stacking plans
  • Prospecting tools
  • Pre-built charts and graphs

Custom AI Development

Beyond packaged tools, we can develop completely custom AI solutions. This may include:
 

  • Document abstraction tools
  • Custom recommendation engines
  • Chatbots, and more.

Custom Lightning Apps

Empower your Salesforce CRM with custom-built Salesforce apps to meet specific CRE business needs like:
 

  • Contract approval automation
  • Automated underwriting engine
  • Data entry automation
  • Loan origination automation

Build a Truly Personalized Salesforce Solution for CRE

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Commercial Real Estate Verticals We Specialize In:

As Salesforce CRM commercial real estate consultants, we help brokers, investors, and property managers to maximize their Salesforce platform's potential through expert configuration and optimization.

Whether you need to enhance your existing Salesforce instance or implement a new solution, our team combines deep CRE expertise with Salesforce mastery. We create a system that perfectly aligns with your business processes and industry requirements.

“ When searching for a replacement to our existing CRM system, our situation presented several challenges, the most significant of which was the fact that our individual offices were all using different systems.
Different systems meant different processes and different workflows for the users. It also meant that the data migration process would be multiplied by the number of systems that we used.
After our initial discussion with the Ascendix team, we quickly realized that we were speaking with a partner in this process, someone as invested in our success as we were ”

David Noble, Vice President of Market Research, Hanna Langholz Wilson Ellis

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CRE Brokerages
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Owners/ Operators
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Tenant/ Landlord Representation
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Capital Markets & Commercial Mortgage Banking
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Investment Sales
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Real Estate Investment Firms
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Commercial Real Estate Developers
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Commercial Mortgage Lenders
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M&A Agents
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Commercial Land Developers

SF Products We Customize for Commercial Real Estate

Ascendix experts can optimize the Salesforce solutions for real estate brokerages like Sales Cloud, Community (aka Experience Cloud), Marketing Cloud Account Engagement (aka Pardot), Service Cloud, and Einstein Analytics (aka CRM Analytics) to address your key business challenges.

Salesforce Commercial Real Estate Consulting Case Studies

  • Ascendix Search
  • AscendixRE
  • Salesforce
Salesforce CRM Consulting and Support for Innovative Capital Corporation

Salesforce CRM Consulting and Support for Innovative Capital Corporation

As Innovative Capital helps people looking for capital by introducing them to people who have the capital, the company was seeking a solution to optimize the work to serve the borrower and the lender better. Having a vast customer base, Innovative Capital was struggling with housing all the data of their lenders and borrowers.

Moreover, the company was looking for a solution for robust marketing of their services and tools for lead processing and engagement. To address these issues, Innovative Capital reached out to Ascendix to implement the Salesforce platform.

See Case Study
Salesforce CRM Consulting and Support for Innovative Capital Corporation
  • Ascendix Search
  • AscendixRE
  • Salesforce
CRM Consolidation Case Study: Hanna Commercial

CRM Consolidation Case Study: Hanna Commercial

Hanna Commercial, the Pittsburgh’s leading commercial real estate firm, decided to consolidate its multiple CRM systems to unify processes, improve efficiency and save money. Keep reading to learn their CRM story and what helped them successfully implement a shared database across multiple offices in multiple markets.

See Case Study
CRM Consolidation Case Study: Hanna Commercial

Download Our Portfolio of Consulting Projects

You don't need to reinvent the wheel. See how we addressed unique challenges of your peers with Salesforce for real estate.

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Our Tools for Commercial Real Estate Professionals

AscendixRE New Home Page

AscendixRE CRM – from $49/user

A complete Commercial Real Estate CRM solution on top of Salesforce. AscendixRE is easy to use and mobile-friendly, with all key CRE functionality to track:

  • Properties,
  • Sales,
  • Leases,
  • Availabilities,
  • Listings, etc.
Read More
AscendixRE New Home Page
Ascendix Search New Home Page

Ascendix Search: Powerful Salesforce Search for $15/user

Ascendix Search helps you get meaningful search results from your CRM data. With this Salesforce advanced search tool, it is easy to:

  • Build a list of prospects to call and available properties,
  • Track lease expiration,
  • Analyze data using charts and maps, etc.

Ascendix Search is available for all Salesforce users.

Read More
Ascendix Search New Home Page
AscendixRE Composer New Home Page

Composer: CRE Reports & Brochures

Composer lets you generate various CRE reports and brochures using your Salesforce data.

Using this commercial real estate software, you get professional materials to promote your properties and report to stakeholders, significantly reducing your time to produce them.

Learn More
AscendixRE Composer New Home Page
Ascendix Marketspace New Home Page

MarketSpace: Advanced Property Listings & Deal Rooms at $99 user/mo

MarketSpace is a revolutionary tool for marketing your Listings and Availabilities and enhanced communication with tenants and investors.

With our advanced multi-channel property listing software you’ll comfortably collaborate with clients, tenants, and investors wherever you are.

Learn More
Ascendix Marketspace New Home Page

Have Questions about Salesforce for Commercial Real Estate?

What is a CRM in commercial real estate?

A CRM in commercial real estate is designed to automate operations and enhance client interactions. It enables CRE professionals to manage leads, track deals, and maintain client communications effectively.

Platforms like AscendixRE and Propertybase offer tailored solutions that provide valuable insights, automate tasks, and simplify property management. These features help boost productivity and enhance client satisfaction in the real estate sector.

Is Salesforce a good CRM for commercial real estate?

Yes, Salesforce is an excellent CRM for commercial real estate. It has robust customization capabilities and powerful data management features.

It allows CRE professionals to enhance lead tracking, automate workflows, and improve client communication.

Additionally, integrations with industry-specific apps like AscendixRE provide specialized tools, making Salesforce a versatile and effective choice for real estate companies.

How much is Salesforce for commercial real estate?

The cost of Salesforce for commercial real estate varies based on the chosen plan and customization needs. Salesforce offers different pricing tiers. The basic plans start around $25 per user per month, while more advanced options can exceed $300 per user per month.

Additional costs may arise from custom integrations and industry-specific apps. So, it’s essential to evaluate the features that best suit your business requirements.

Contact Sales Team

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Contact Info
+1 888-346-3276 Ext 2 +1 972-889-8090

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com