Salesforce Consulting Services

All-inclusive Salesforce help services from our top CRM consultants: Salesforce implementation, integration, customization, AppExchange app development, administration, and support.

Ascendix Salesforce Consulting Services

Ascendix Technologies is a certified Salesforce implementation partner, platform developer, app builder, and an AppExchange app developer partner from Dallas, Texas.

Ascendix Salesforce app development certifications

Since our founding in 1996, we've helped multiple small and enterprise companies to implement Salesforce and adapt it to the needs of their teams. Besides, we specialize in AppExchange app development.

We Focus On:

Salesforce solutions by Ascendix

We use our extensive expertise with multiple CRM platforms to help companies implement Salesforce and optimize its usage thanks to well-thought customizations, configurations, and custom development.

 

Industries We Specialize in:

  • Real Estate
  • Property Management
  • Investment Sales
  • Capital Markets
  • Residential and Commercial Mortgage Banking
  • Financial Services

  • Construction
  • Insurance
  • Travel & Logistics
  • SaaS & Technology Companies
  • Professional Services Companies that Serve B2B
  • Retail

Salesforce Implementation partners

Still Salesforce Classic User? Learn why you should hurry up with Salesforce Lightning Migration

Our Salesforce Consulting Services:

Salesforce Health Check and Audit by Ascendix  

Salesforce Health Check and Audit

Our expert team of Salesforce consultants will assess your software to review gaps in technical implementation, business usage, and suggest the best options for Salesforce optimization.

Salesforce Implementation Consulting by Ascendix  

Salesforce Implementation Consulting

Our Salesforce consultants will help you to implement Salesforce from scratch or re-implement it after years of usage. Also, we will build Salesforce implementation strategy: from CRM deployment to user adoption stage.

Salesforce Migration Consulting by Ascendix  

Salesforce Migration Consulting

Ascendix and its team will simplify migration to Salesforce Lightning from Salesforce Classic or any other CRM software and will choose the best Salesforce edition with ready-to-use features for your organization.

Salesforce Optimization Consulting by Ascendix

Salesforce Optimization Consulting

Our team will advise you on best practices of using default Salesforce functionality, applying code-based customizations, or trying one of our ready-to-go products build on top of Salesforce.

Salesforce Data Migration Consulting by Ascendix

Salesforce Data Migration Consulting

As your Salesforce consultants, we will ensure that your data are error and duplicate-free and migrated in a consistent way to make this process less of headache for you.

Salesforce Customization Consulting by Ascendix

Salesforce Customization Consulting

Due to our in-depth knowledge and two decades of Salesforce customization experience in various domains, we at Ascendix perfected the art of building custom Salesforce-based CRM solutions tailored to your business needs.

Salesforce App Development by Ascendix

Salesforce App Development

Ascendix Technologies' team will consult on Salesforce AppExchange app development and facilitate the transformation of your app idea from paper to a working app taking into consideration Salesforce security policies, approval processes, and pricing models.

Salesforce Integration Consulting by Ascendix

Salesforce Integration Consulting

To unlock the full your Salesforce potential, we will advise, select, and integrate the best-of-breed systems and apps to make your Salesforce solution work at its maximum.

Salesforce Configuration and Administration by Ascendix

Salesforce Configuration and Administration

We will evolve your Salesforce as your business evolves and ensure that all configurations are updated and error-free on all the stages of your business growth.

Salesforce Support and Concierge Service by Ascendix

Salesforce Support – 24/7 and Concierge service

Our Salesforce support team will address your question or issue as soon as it arises on all the stages of Salesforce implementation due to its 24/7 availability.

Selecting CRM consultant guide

Check Out Our Guide on Selecting a CRM Consultant 👇 for Your Company

Why Ascendix as Salesforce Integration Partner

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 Mills Salesforce Consultant and Application Developer at Ascendix Technologies

Marissa Mills, Salesforce Consultant & Application Developer at Ascendix Technologies.

 

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

   

Chris Petersen Senior Salesforce Consultant at Ascendix

Chris Petersen, Senior Salesforce Consultant at Ascendix
 

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,

 

Jennifer Bowman Salesforce Implementation Consultant at Ascendix

Jennifer Bowman, Salesforce Implementation Consultant at Ascendix
 

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 Crow Salesforce Technical Consultant and Administrator at Ascendix

Jennifer Crow, Salesforce Technical Consultant & Administrator at Ascendix
 

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 Salesforce custom development technologies list

David Noble, Vice president of market research, Hanna Langholz Wilson Ellis

What Our Clients Are Saying About Us

"Since going live with our data, Ascendix has continued to improve the experience by rolling out new features, addressing follow-up questions, and assisting/empowering our internal database management group with the knowledge to utilize the software to its fullest. I would unconditionally recommend Ascendix, both for the software and the management and support team."

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

Ascendix Search App for Page

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 Salesforce CRM

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.

Principal at Calson properties Jordan Christensen

Salesforce Property Management

Calson Properties hired Ascendix to adapt Salesforce to the needs of their property management company. We've developed custom functionality to automate their business activities, contact management, and email campaigns.

"Ascendix has been a fantastic partner through this process. Their team is extremely knowledgeable about the Salesforce platform and always works to find the best solution."

Jordan Christensen, Principal at Calson Properties

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 implementation guide

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.

Types of Salesforce reports guide

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!

Salesforce-approval-process-guide

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.

Professional Salesforce Consultants and Salesforce Implementation Partners from Dallas

Ascendix Technologies is your trusted Salesforce implementation partner. Maximize your Salesforce investment and help your team become more productive. Contact us to discuss your project today!

Talk to Ascendix