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 Customization & Configuration Services

Turn your Salesforce customization & configuration project into a success with professional help from our seasoned CRM consultants.

Contact Us

Together with Salesforce, we, at Ascendix enable companies to innovate and challenge their markets regardless of the business domain while supporting their sales & marketing efforts.

In the 20+ years that we have been in the CRM space, we’ve helped 200+ companies of various sizes configure & customize Salesforce and adjust it to their individual needs.

Ascendix Technologies is a Dallas-based certified Salesforce consulting & and AppExchange app developer partner.

Ascendix helps achieve sales, marketing and service success for both B2B and B2C organizations considering the specifics of each of the following niches: real estate, property management, investment sales, capital markets, legal services, financial services, construction, insurance, travel & logistics, SaaS & technology companies, retail.

Wes Snow and Todd Terry, co-founders of Ascendix Technologies

Why Choose Ascendix

 

  • 20+ years in the CRM business
  • 20+ years of Salesforce experience
  • 17 CRM products and apps
  • 200+ professionals on board
  • Salesforce Certified Developers, App Builders, and Admins
  • Onshore and Offshore engagement models for cost compression
  • Top CRM consulting & custom software development company on Clutch.co

Leverage Our Salesforce Talents to Get the Most Out of Your CRM Software

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Salesforce Customization Services Delivered by Ascendix

Various Approaches to Modifications

We can assist you with modifying your Salesforce solution by using default point-and-click tools (by configuration) or custom code-based development using the Lightning Platform (by customization) for creating necessary Salesforce functionality like new objects, fields, tabs, validation rules etc.

Security & Permissions

By permissions as well as by auto-sharing configurations, you will be able to make records private but also auto-share other records based on certain field criteria. Our Salesforce experts will help you create org-wide sharing or group sharing rules and roles as well as field-level security.

System Integration

We will integrate your Salesforce solution with third-party systems like ERP (Enterprise Resource Planning), payment processing systems, social media, etc, via REST/SOAP API web services, default tools like Files Connect or custom coding, and any custom systems that matter for you.

Task Automation

We will automate daily and mundane tasks like sending email notifications or assigning follow-up tasks with Workflow rules, Process Builder, and Apex triggers to reduce time spent on manual duties.

UI Optimization

The standard Salesforce interface is one of the major platform weaknesses mentioned by users. Our team of Salesforce consultants will tailor your Salesforce interface to fit your business needs by creating fields, changing field labels, modifying the page layouts, reorganizing tabs, etc

Email Templates

We will create custom email templates and set up email integrations with either Outlook or Gmail. Also, you will be able to manage email attachments easier via Salesforce customization.

Salesforce Einstein AI

Our team will complement your Salesforce instance with Einstein AI that will help you to achieve better insights into your sales, marketing and service activities while also predicting their success.

Data Import & Modeling

We can help design rules for initializing data imports from spreadsheets or a previously used system and for organizing the way your data will be stored.

Bulk Data Processing

We enable bulk processing by building rules for mass updating records based on actions in the system via Process Builder, Flow Builder, and bulk triggers.

Approval Processes

We will set up and automate Salesforce approval processes and approval reminders based on your organization's demands and requirements.

Reports and Dashboards

We can build custom reporting functionality and dashboards for you to get better visibility into specific data that can't be achieved with standard reporting functionality.

Various Approaches to Modifications

We can assist you with modifying your Salesforce solution by using default point-and-click tools (by configuration) or custom code-based development using the Lightning Platform (by customization) for creating necessary Salesforce functionality like new objects, fields, tabs, validation rules etc.

Security & Permissions

By permissions as well as by auto-sharing configurations, you will be able to make records private but also auto-share other records based on certain field criteria. Our Salesforce experts will help you create org-wide sharing or group sharing rules and roles as well as field-level security.

System Integration

We will integrate your Salesforce solution with third-party systems like ERP (Enterprise Resource Planning), payment processing systems, social media, etc, via REST/SOAP API web services, default tools like Files Connect or custom coding, and any custom systems that matter for you.

Task Automation

We will automate daily and mundane tasks like sending email notifications or assigning follow-up tasks with Workflow rules, Process Builder, and Apex triggers to reduce time spent on manual duties.

UI Optimization

The standard Salesforce interface is one of the major platform weaknesses mentioned by users. Our team of Salesforce consultants will tailor your Salesforce interface to fit your business needs by creating fields, changing field labels, modifying the page layouts, reorganizing tabs, etc

Email Templates

We will create custom email templates and set up email integrations with either Outlook or Gmail. Also, you will be able to manage email attachments easier via Salesforce customization.

Salesforce Einstein AI

Our team will complement your Salesforce instance with Einstein AI that will help you to achieve better insights into your sales, marketing and service activities while also predicting their success.

Data Import & Modeling

We can help design rules for initializing data imports from spreadsheets or a previously used system and for organizing the way your data will be stored.

Bulk Data Processing

We enable bulk processing by building rules for mass updating records based on actions in the system via Process Builder, Flow Builder, and bulk triggers.

Approval Processes

We will set up and automate Salesforce approval processes and approval reminders based on your organization's demands and requirements.

Reports and Dashboards

We can build custom reporting functionality and dashboards for you to get better visibility into specific data that can't be achieved with standard reporting functionality.

Salesforce Products We Can Customize & Configure

Ascendix experts can optimize the Salesforce solutions like Sales Cloud, Service Cloud, Marketing Cloud, Community (aka Experience Cloud), Revenue (aka Billing & CPQ) Cloud, Pardot (aka Marketing Cloud Account Engagement), and Einstein Analytics (aka Tableau CRM) to address your key business challenges.

What Our Clients Are Saying About Us

Roel Waals
Founder and Head of Product, M |ployee

“ We needed immediate help with developing a major functionality for our core Salesforce solution. It was necessary to deliver a well-tested solution in the short term. Ascendix developed a custom application within Salesforce managed package using Apex, Flows, and metadata configuration. Despite the urgency and multiple challenges, the team was able to understand the current solution and adjust it in time and within the planned budget. As a project supervisor, I was very satisfied by communication with the team, they were replying rapidly, stand-ups, and other meetings were well-structured and effective. ”

Denise Thompson,
a Salesforce Development Manager at CellGate

“ Our business challenge was to gain efficiency and data quality in our New Account Creation process. This was achieved by creating a new account in Salesforce and then syncing the new account with our custom portal. Project planning controls and scope were managed appropriately so that any cost or time constraints were known as well as associated risk. Any risks identified were communicated clearly and managed. The project did achieve the desired goals improving quality and time efficiencies which allows scalability for our team. New projects are moving forward with Ascendix. ”

Our Technology Stack

Our in-depth technical expertise and experience proven by multiple CRM optimization and customization projects and the successful development and marketing of our own Salesforce-based products allow us to consult on the best Salesforce customization and configuration approaches for your web, desktop, and mobile software.

Our Salesforce Best Practices

Ascendix Search app interface laptop

Ascendix Search for Salesforce

 

Ascendix Search is one of our AppExchange apps. We built it to simplify and enhance the general Salesforce search. With Ascendix Search, you can create targeted lists of prospects or other objects without the help of a Salesforce admin and save lots of hours every week. Additional features include exporting to Excel, mass record editing, and using maps and charts for searching your data.

Explore More
Ascendix Search app interface laptop
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 is a one-stop-shop tool with all the necessary fields, objects, and workflows for real estate brokers. Moreover, our partnership with Salesforce makes it possible to offer AscendixRE with an embedded Salesforce license for a lower cost than if you bought a generic Salesforce license.

Keep Reading
AscendixRE commercial real estate crm key image

Salesforce Customization & Configuration FAQ

What is Salesforce Configuration?

Salesforce configuration is a modification of the solution’s standard functionality with the help of available point-and-click tools. It can imply creating new objects, fields, reports, and validation rules, enabling default email templates, installing basic AppExchange apps, etc.

This approach doesn’t require custom coding and in-depth technical knowledge or programming skills compared to customization.

What is Salesforce Customization?

It is a more elaborated and, correspondingly, more expensive way of modifying a Salesforce instance in comparison to configuration and implies using custom coding.

In case you need functionality that is not readily available in Salesforce and that can’t be created with basic configuration, we suggest opting for Salesforce customization.

Usually, CRM customization is required for larger and more complex projects that involve the integration of multiple external systems and significant functionality enhancements.

What are Salesforce Customization & Configuration Benefits?

By tailoring a Salesforce solution to your business needs so you can increase revenue and productivity due to the integrity of key business processes. Task automation allows your team to have more time for strategizing and business development instead of performing repetitive daily actions.

Holistic insights into your sales & marketing data enable you to forecast the success of performing certain business activities and its impact on your performance in the long run.

How Much Do Salesforce Configuration and Customization Services Cost?

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

Make the Most of Your Salesforce Customization Services

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