Ascendix, a Dallas-based Summit Salesforce consulting partner, offers 20 years of capital markets expertise. Trusted by 300+ firms, we build Salesforce CRMs and offer cost-efficient resources across the US and Europe.
Stuck with Excel? Outdated CRMs, or disconnected systems hold back your deals? It’s time for a change. With Salesforce-powered CRM for capital markets, you’ll be able to manage your entire deal pipeline and automate due diligence.
With Fine-Tuned Salesforce CRM You Can:
- Generate investor reports in minutes, not hours
- Reduce data entry errors by 95%
- Boost pipeline visibility by 90%
- Achieve 100% digital deal documentation
- Automate up to 85% of manual workflows and approvals
As a trusted Salesforce partner, Ascendix goes beyond basic implementation. We personalize Salesforce to meet the unique needs of private equity, venture capital, hedge funds, and investment management firms. We help you optimize operations and reduce operational costs—all while managing deals smarter and faster.