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
Composer

Document Generation Software
AscendixRE Land

CRM for Land Brokers
MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Salesforce Capital Markets: Solutions for Your CRM

With 20+ years of experience in Salesforce consulting, we make it easier to manage fundraising, investor reporting, stakeholder communications, and deal workflows with Salesforce for capital markets.

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Ascendix knows how sophisticated dealmaking in capital markets can be. From strict data governance and data hygiene to multifaceted sales cycles with many noughts, there are no second chances. Well, not when you’ve got a powerful Customer Relationship Management system.

A purpose-built CRM for capital markets on top of Salesforce can help you drill into each opportunity and learn what deal is most likely to close, who is best performing from your team, and what figures in ROI you should expect. The final step? Choosing the right partner to bring your Salesforce capital markets project to life.

Ascendix brings 20+ years of partnership with Salesforce coupled with our understanding of the challenges investors, traders, and bankers face. We know how to implement, migrate, customize, and develop the right apps and tools for capital markets leaders. Having worked with Innovative Capital and Cinnaire, our team has expertise in driving fundraising, tracking deals, and managing investor reporting.

They Trust Our Salesforce Capital Markets Experts

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

Why Choose Ascendix

  • 20+ years in Salesforce consulting
  • 15+ years in IT Outsourcing
  • 300+ highly impressed customers
  • 70+ subject-matter Salesforce experts
  • 120+ Salesforce Certifications
  • 2 commercially successful apps on AppExchange since 2014
  • 20+ industries in which we specialize

Stop Chasing Down Data – Let Salesforce Do the Work

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We Make Sure You Hit Your Targets with Salesforce Capital Markets Services

Capital markets firms want interoperability, flexibility, and compatibility with existing processes. We deliver this on a scale, from Salesforce implementations and integrations to training and support, making sure you act with confidence while both sourcing and executing deals.

End to End Salesforce Implementation

We can handle your entire Salesforce capital markets project from beginning to end. We do the research, planning, and execution: from discovery and implementation planning to development and testing. And all this is done with your business vision in mind and our proven agile delivery methodology at hand.

System Integration

We will integrate your Salesforce solution with third-party systems like ERP, 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. Our CRM team will also aid in syndicating several disparate CRM systems into one platform.

Migration to Salesforce

Your current system does not fuel your business growth anymore? Upgrade to Salesforce for capital markets! Whether you are on an alternative CRM or another Salesforce Org, we’ll make sure your records have been reformatted, mapped, migrated, and synchronized with a new platform flawlessly, with no system downtime and no data loss.

Task Automation

We will automate daily and mundane tasks like sending email notifications, assigning follow-up tasks, data updates, and scheduling calls with Salesforce Flows, and Apex triggers to reduce time spent on manual duties.

Salesforce Einstein AI

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

User Training

With 3 major upgrades in a year, Salesforce’s functionality and interface change fast. We help you stay updated with new features by training your users, guiding change management, and providing clear communication plans.

Salesforce Support and Administration

Administration doesn't need to be in-house. Our Salesforce Support services team will guide you through all the necessary system upgrades and updates, troubleshooting, and maintenance so you can rest assured of your system's health.

End to End Salesforce Implementation

We can handle your entire Salesforce capital markets project from beginning to end. We do the research, planning, and execution: from discovery and implementation planning to development and testing. And all this is done with your business vision in mind and our proven agile delivery methodology at hand.

System Integration

We will integrate your Salesforce solution with third-party systems like ERP, 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. Our CRM team will also aid in syndicating several disparate CRM systems into one platform.

Migration to Salesforce

Your current system does not fuel your business growth anymore? Upgrade to Salesforce for capital markets! Whether you are on an alternative CRM or another Salesforce Org, we’ll make sure your records have been reformatted, mapped, migrated, and synchronized with a new platform flawlessly, with no system downtime and no data loss.

Task Automation

We will automate daily and mundane tasks like sending email notifications, assigning follow-up tasks, data updates, and scheduling calls with Salesforce Flows, and Apex triggers to reduce time spent on manual duties.

Salesforce Einstein AI

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

User Training

With 3 major upgrades in a year, Salesforce’s functionality and interface change fast. We help you stay updated with new features by training your users, guiding change management, and providing clear communication plans.

Salesforce Support and Administration

Administration doesn't need to be in-house. Our Salesforce Support services team will guide you through all the necessary system upgrades and updates, troubleshooting, and maintenance so you can rest assured of your system's health.
AscendixRE-results2-CustomerService

We Know Mortgage Banking

The competition in mortgage banking brings forward new challenges like the need for perfect record keeping and centralized customer profiling. While the former is key to eliminating repeat requests, the latter is required for a complete picture of the customer. And both are unachievable with amateur tools like Excel.

For over 20+ years in the CRM market, we’ve got smart about mortgage banking pain points and developed a one-of-a-kind Salesforce-based CRM for CRE capital markets. We can also tune your existing CRM or develop a whole new system to let you gain maximum returns on your deals.

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AscendixRE-results2-CustomerService
CaseStudies-Cresa1

We Know Private Equity

For private equity firms, managing relationships with general and limited partners is critical. And this goes much further than simply pulling deals into one pipeline. It requires AI-powered intelligence to maintain healthy and efficient partnerships throughout the whole investment and fundraising process.

That is why our clients choose Salesforce for private equity. As a Salesforce Crest Partner, we have been helping private equity firms leverage the unlimited power of Salesforce to multiply their returns and scale their business.

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Colliers-Advanced-Recruiting-Abilities

We Know Venture Capital

With longer deal cycles, venture capital is even more reliant on relationships than private equity. From the initial due diligence to the long-awaited deal closure, investors need to spend years if not decades nurturing their partnerships and thus future returns.

We know how to address the complex dead cycles with Salesforce for venture capital. For 26 years, Ascendix has been helping global clients like Colliers and ABP Capital automate tasks, source better opportunities, and get better returns with Salesforce venture capital.

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Colliers-Advanced-Recruiting-Abilities

Build a Custom Salesforce-Powered Portal for Capital Markets

Hire Ascendix

Customize Your Salesforce to Reflect Your Business Processes

Even such a proven leader as Salesforce may not always cater to your needs with out-of-the-box functionality. This is where we step in: we can tune your Salesforce for capital markets platform to address your unique challenges, whether you are operating in equity/debt capital, investment banking, or asset management.

Salesforce Customization

Your CRM platform should match your business processes, not the other way around. Our developers can add new objects, interfaces, plugins, form scripts, workflows, dashboards, reports, fields, tabs, validation rules, or any other custom functionality to make sure your Salesforce for capital markets is 100% aligned with your workflow.

Custom Dashboards and Reporting

We can build custom reporting functionality and dashboards to enable continuous visibility into your client engagement, ROI predictability, staff performance, and investment flow. With these insights, you can make data-informed decisions for any deal, whether you’re executing an IPO, a debt offering, or a leveraged buyout.

Custom AppExchange Development

Our Salesforce experts can create custom-branded AppExchange apps tailored to your business needs. We use our deep knowledge of Salesforce customization with Apex, Visualforce, Lightning components, and more. We also review your code to identify any vulnerabilities in your existing solutions.
 

Custom Portals

Transform the way customers and partners connect with your business. Our team help develop a custom portal, you can easily track and manage the activities of distributors, resellers, suppliers, or investors.

Custom Plugins

If Salesforce’s default features don't meet your needs, custom plugins can extend its functionality. We can develop plugins that are tailored to your specific operational requirements.
 

Custom CRMs

Whether you're in real estate, capital markets, private equity, fund management, or investing, we can customize Salesforce to fit your specific workflows and CRM needs.
 

Salesforce Customization

Your CRM platform should match your business processes, not the other way around. Our developers can add new objects, interfaces, plugins, form scripts, workflows, dashboards, reports, fields, tabs, validation rules, or any other custom functionality to make sure your Salesforce for capital markets is 100% aligned with your workflow.

Custom Dashboards and Reporting

We can build custom reporting functionality and dashboards to enable continuous visibility into your client engagement, ROI predictability, staff performance, and investment flow. With these insights, you can make data-informed decisions for any deal, whether you’re executing an IPO, a debt offering, or a leveraged buyout.

Custom AppExchange Development

Our Salesforce experts can create custom-branded AppExchange apps tailored to your business needs. We use our deep knowledge of Salesforce customization with Apex, Visualforce, Lightning components, and more. We also review your code to identify any vulnerabilities in your existing solutions.
 

Custom Portals

Transform the way customers and partners connect with your business. Our team help develop a custom portal, you can easily track and manage the activities of distributors, resellers, suppliers, or investors.

Custom Plugins

If Salesforce’s default features don't meet your needs, custom plugins can extend its functionality. We can develop plugins that are tailored to your specific operational requirements.
 

Custom CRMs

Whether you're in real estate, capital markets, private equity, fund management, or investing, we can customize Salesforce to fit your specific workflows and CRM needs.
 

Salesforce Products We Can Customize & Configure

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

“ In this journey, we're working hand in hand with Ascendix to alternately create strategies within the software to serve our loan officers and help them to increase their bandwidth so that they can take on more clients, do more loans and drive more revenue.

Ascendix team doesn’t only build solutions for Innovative Capital but also provides Salesforce support continuously and finds answers within 24 hours. ”

Revel Stark, Director of Business Development at Innovative Capital Commercial

Download Our Portfolio of Consulting Projects

Looking for a solution to your capital markets challenge? You don't need to reinvent the wheel - just look at what we have already delivered to our clients. Maybe you'll find your answer there.

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Cut Your Bill with Ready-Made Solutions for Salesforce Capital Markets

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 Export to Excel, mass record editing, and using maps and charts for searching your data.

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Ascendix Search app interface laptop
AscendixRE for Capital Markets

AscendixRE: CRM for Salesforce Capital Markets

AscendixRE is a Salesforce-based CRM for commercial mortgage bankers and capital markets professionals. It is a one-stop-shop tool that has all the necessary fields, objects, and workflows for capital markets. What’s more, our partnership with Salesforce makes it possible to offer AscendixRE with an embedded Salesforce license for a lower cost than if than if you bought a generic Salesforce license.

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AscendixRE for Capital Markets

“ AscendixRE for Capital Markets upgrade gave us the ability to store information on the criteria of various capital sources using fields that could then be indexed or queried to facilitate the procurement of capital for our debt/equity projects. Qualitatively the upgrade has absolutely met our expectations in organizing our capital source information in a dynamic way that is collaborative and accessible to everyone. ”

BlackBear Capital Partners

Supercharge Your Deals with the Power Duo: AscendixRE for Capital Markets

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Salesforce Capital Markets FAQ

What is Capital markets?

Capital markets are financial platforms where buyers and sellers trade assets such as stocks, bonds, and currencies. These markets include the stock market and the bond market. They play a crucial role in transforming ideas into businesses and enabling small businesses to grow into larger enterprises. Additionally, they provide individuals with opportunities to save and invest for their future.

Does Salesforce do finance?

Yes, Salesforce provides finance CRM solutions that are transforming how financial institutions serve their customers, from retail bank tellers to wealth management advisors.

Is Salesforce Good for Capital Markets?

Yes! With Salesforce capital markets bankers can manage the entire deal lifecycle and automate the capital raising, execution of sensitive M&A deals, and corporate restructuring with 100% visibility into client interactions from anywhere.

What System Challenges Can I Overcome with Salesforce Capital Markets Services?

The most frequent CRM-related issues that can be addressed with our Salesforce capital markets services are:

  • Modification of clunky and non-user-friendly UI
  • Enhanced data and system security
  • Automation of manual repetitive tasks
  • Optimization of data processing and importation
  • Consolidation of multiple disintegrated systems
  • Improvement of data analysis and activity tracking

How Much Do Salesforce Capital Markets 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.

Want to Leverage Salesforce to Its Fullest?

Choose Ascendix as your Salesforce capital markets consultant and initiate your business evolution with the world's best CRM.

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