Salesforce Consulting Services

Why Ascendix Technologies

There are many Salesforce consulting partners in the marketplace. Here is why companies choose Ascendix:

◈ Salesforce Consulting Partners Since 2001

We are not only Salesforce consultants but also offer Salesforce custom development services using the latest technologies.

◈ We Own AppExchange Apps and Support Thousands of Users

Years ago, we created an AscendixRE app to convert Salesforce into convenient CRM for commercial real estate businesses. We know firsthand what challenges Salesforce users might experience with prospecting, document management, data search, different integrations. It is a unique experience that helps us while working as Salesforce Consultants.

◈ 25 Years in the CRM Space

Unsurpassed tenure in the CRM marketspace translates into unsurpassed CRM Consulting expertise.

◈ Services/Product Balance

Mix of experience in both services and Salesforce app development provides unique advisory perspective.

◈ Exposure / Experience with Multiple CRM Applications

While Salesforce is a great platform and a market leader, no single CRM system is perfect. We've worked with no less than 10 CRM platforms over the years that provide us diversified perspective on how to solve business problems with design ideas taken from our experiences with these various platforms.

◈ Global Delivery Capacity

With Salesforce consultants located across the globe, we are able to localize delivery while at the same time provide competitive cost structures with blended or offshore staffing models.

➤ Check out our case studies and please feel free to request more references from us.

Our Salesforce Consultants

Marissa has 14+ experience in Salesforce consulting services as well as expertise in Salesforce implementation, adoption, customization, and Salesforce app development.

Chris is a Salesforce-certified administrator with 7+ years of experience in Salesforce consulting services, administration, app integration, organization of clients' trainings and data analytics and migration,

Since 2015 Jennifer has been providing Salesforce consulting services and has led to commercial success companies of various levels: from small organizations to enterprise businesses.

Jennifer is a certified Salesforce admin, project manager and analyst and has executed delivery of innovative yet simple Salesforce solutions for projects of different complexity

Technology We Deploy

Our in-depth knowledge base and experience in not only implementation, optimization, and customization of existing CRM software solutions but also in developing our own Salesforce-based software allows us to consult on technologies for building your custom web, desktop, and mobile applications.

Moreover, our experts can advise you on the best practices to market your Salesforce-based application on AppExchange − Salesforce app MarketPlace.

Ascendix Search for Salesforce

Ascendix Search is one of our AppExchange apps. We built it to simplify and power search experience for Salesforce users. Each user can create targeted lists of prospects or other objects without the help of a Salesforce admin which saves lots of hours every week. Other helpful features include Export to Excel, bulk record editing, using maps and charts for searching your data. If you are an active Salesforce user, you should definitely try our app.

AscendixRE: Commercial Real Estate CRM for Salesforce

AscendixRE is a Salesforce-based CRM for commercial real estate companies. It has all necessary fields, objects and workflows for commercial real estate companies. What's more, our partnership with Salesforce makes it possible to offer AscendixRE with an embedded Salesforce license for a cost lower than if you bought a generic Salesforce license.

Salesforce Consulting Services FAQ

How Can Your Salesforce Consulting Company Help My Business?

Based on Salesforce report, after CRM implementation 10,500+ customers noticed 25% increase in marketing ROI, 25% growth in sales and 35% increase in customer satisfaction rate

But to achieve this result your Salesforce solution should be fully tuned to your needs and adopted by your organization.

Our CRM consultants will recommend you the best Salesforce implementation and optimization strategies, advise on the most suitable Salesforce editions and Clouds and consult on the best user adoption plans to ensure that your employees are comfortable with using their Salesforce software

Why Do I Need Salesforce Consulting Services?

The main signs that you need consulting are:

• Low lead volume
• Low win rates because of inconsistent sales process
• Low marketing ROI
• Low sales productivity
• Low lead conversion rates
• Slow case resolution process
• High customer support costs
• Low customer retention level
• Low level of customer satisfaction

Ascendix team will identify the main pain points and weaknesses of your business processes and suggest the best strategies and technology solutions to mitigate them.

What Challenges Can I Solve with Your Salesforce Consulting Services ?

Unfortunately, more than one-third of CRM projects fail and among the top reasons for that are:

• Lack of a consistent CRM strategy
• Focus on technology instead of people
• Lack of attention to process
• Failure to adopt CRM after implementation

Our Salesforce consultants will help you to mitigate the risks of CRM implementation failure as well as provide the best course of action to ensure its success.

Each Ascendix consultant sets customer delight a top priority and will hear you through to learn about your business model, goals, and requirements to select and build the most effective end-to-end Salesforce solutions exactly for your domain needs.

What Do Your Salesforce Consultants Do?

Our consultants perform a broad spectrum of Salesforce services:

• Salesforce rollout consulting
• Salesforce customization consulting
• Salesforce migration consulting
• Salesforce integration consulting
• Salesforce improvement consulting
• Salesforce app development consulting

Also our experts will help to check your Salesforce Org health and audit for possible flaws and improvements.

When Do I Need to Start with Salesforce Consulting?

No matter where you are in your CRM implementation cycle, all you need is to contact our team and tell about challenges of your project or your ideas and we will define the best solution!

How Much Do Salesforce Consulting Services Cost?

At Ascendix, we will help you to choose the best service cost option due to the several engagement models we use serving our clients: onshore, offshore, and blended team structures to ensure the best quality of our services for the best price.

➤ Have more questions to our team or want to get your price quote?

Salesforce Help Articles

Salesforce Implementation Guide

Regardless of whether you are a confident Salesforce user who is thinking of re-implementation and/or migration to Salesforce Lightning or a beginner searching for a comprehensive Salesforce implementation checklist, you will definitely find more than useful tips from our Salesforce implementation consultants.

Comprehensive Guide on Salesforce Reports

❓Still confused with multiple types of Salesforce reports? Our blog post covers a broad spectrum of reports-related topics: How to create a report in Salesforce? How to export a Salesforce report to Excel? Of course, we haven't forgotten about reports classification and even included a video tutorial from our customer success manager Chris Petersen!

Step-by-Step Guide on Salesforce Approval Process

Our blog post will show how to make a complicated approval process in Salesforce easy by following simple steps. Together with a detailed guide where we describe how to prepare, set up Salesforce approval process and check up the results, you may see a bonus video recorded by our Salesforce consulting partners.