Salesforce Consulting Company

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

Ascendix Technologies is a certified Salesforce implementation consultant, administrator, platform developer, app builder, data architecture and management designer, and an AppExchange app developer partner from Dallas, Texas.

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

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.

Salesforce Clouds Focus

Our Salesforce experts will assist you with the implementation and optimization of Sales Cloud, Service Cloud, Marketing Cloud, Community (Experience Cloud), Financial Services Cloud, Health Cloud, App Cloud, Einstein Analytics, Pardot.

Still a Salesforce Classic User?

Learn why you should hurry up with Salesforce Lightning Migration

Our Salesforce Consulting Services:

Leverage our Top Salesforce Consultants and Admins from the United States and Europe to solve ANY requests.

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 CRM optimization.

Salesforce Optimization Consulting

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

Salesforce Data Migration Consulting

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

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 CRM optimization.

Salesforce Optimization Consulting

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

Salesforce Data Migration Consulting

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

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

Why Ascendix Technologies

Salesforce Consulting Partners Since 2001

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

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.

25 Years in the CRM Space

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

Services/Product Balance

Our mix of experience in both services and Salesforce app development provides a unique advisory perspective.

We Own AppExchange Apps and Support Thousands of Users

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

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 a diversified perspective on how to solve business problems with design ideas taken from our experiences with these various platforms.

Some of Our Salesforce Consultants

Chris Edwards

Senior Salesforce Consultant

Jennifer Bowman

Salesforce Implementation Consultant

Marissa Mills

Salesforce Consultant & Application Developer

Chris Petersen, Senior Salesforce Consultant

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

Jennifer Bowman, Salesforce Implementation Consultant

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

Marissa Mills, Salesforce Consultant & Application Developer

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

Chris Petersen, Senior Salesforce Consultant

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

Jennifer Bowman, Salesforce Implementation Consultant

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

Marissa Mills, Salesforce Consultant & Application Developer

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

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.

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. Read More

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

Ascendix AppExchange Apps

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Ascendix Search app interface laptop

Ascendix Search for Salesforce

Ascendix Search is one of our AppExchange apps. We built it to simplify and power the 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, and using maps and charts for searching your data. If you are an active Salesforce user, you should definitely try our app.

Explore More

Ascendix Search app interface laptop
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AscendixRE commercial real estate crm key image

AscendixRE: Commercial Real Estate CRM for Salesforce

AscendixRE is a Salesforce-based CRM for commercial real estate companies. It has all the 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.

Keep Reading

AscendixRE commercial real estate crm key image
Calson Properties

Salesforce Property Management Case Study

Calson Properties hired Ascendix in order 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

Calson Properties

Salesforce Consulting Services FAQ

How Can Your Salesforce Consulting Company Help My Business?

Based on the 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 you 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 the inconsistent sales process
  • Low marketing ROI
  • Low sales productivity
  • Low lead conversion rates
  • The slow case resolution process
  • High customer support costs
  • Low customer retention level
  • Low level of customer satisfaction

Our 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 Company?

Unfortunately, more than one-third of all 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 the process
  • Failure to adopt CRM after implementation

Our Salesforce consultants will help you to reduce 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 as a top priority and will hear you through to learn about your business model, goals, and requirements. This will help you select and build the most effective end-to-end Salesforce solutions that fit exactly for your domain needs.

What Does Your Salesforce Consulting Company Do?

Our consultancy performs a broad spectrum of CRM managed services:

  • CRM rollout consulting
  • Salesforce customization consulting
  • Salesforce migration consulting
  • CRM & third- party system 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 do is to contact our team and tell them about the challenges of your project or your ideas and we will determine the best solution!

 

How Much Does It Cost to Hire a Salesforce Consultant?

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

Where Are Your Salesforce Consultants Located?

Ascendix manages its IT consulting services from two offices: in Dallas, Texas, and Kharkiv, Ukraine. You can choose to work with our Salesforce consultants from Dallas or outsource tasks to our Eastern European office. You can also work with our blended teams that will consist of team members from Dallas and from Ukraine.

Why Should I Hire Your Salesforce Consultants?

Ascendix is a multi-vertical company that can share best practices from multiple perspectives: product, service, and industry- ones. We have deep knowledge of the Salesforce platform from the technical side and intricacies of Sales, Service, Community, Marketing Cloud & Pardot, Health, Financial Services, and Einstein Analytics Clouds. On top of that, we offer industry-oriented advisory services like Commercial Real Estate CRM consulting, Financial Services CRM consulting, and Legal Services CRM consulting but it’s not an exhausting list of domains we specialize in. Intrust your technology evolution to us and we’ll show how your Salesforce CRM can become the #1 friend of your business.

Salesforce Help Articles

 

Need expert guidance on how to introduce platform functionality into your day-to-day activities or how to boost your Salesforce Org features? 👉 Contact Salesforce consulting partners OR find answers to the most popular questions in our 👉 featured Salesforce Help Blog posts:
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Salesforce Implementation Guide Ascendix Technologies

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.

Read Our Guide

Salesforce Implementation Guide Ascendix Technologies
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Comprehensive Guide on Salesforce Reports Ascendix Technologies

Comprehensive Guide on Salesforce Reports

 

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

Check it Out

Comprehensive Guide on Salesforce Reports Ascendix Technologies
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Step-by-Step Guide on the Salesforce Approval Process Ascendix Technologies

Step-by-Step Guide on the Salesforce Approval Process

 

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

Learn More

Step-by-Step Guide on the Salesforce Approval Process Ascendix Technologies

Professional Salesforce Consultants and Implementation Partners from Dallas

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

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