In partnership with Ascendix, Innovative Capital Corporation has created robust investor portal software. Leveraging the power of Salesforce Experience Cloud, the portal not only synchronizes with other Salesforce products but also shares a unified database featuring contacts, loan details, and real-time activity outcomes. Its design echoes the company’s branding, reinforcing a harmonious visual identity across all platforms.

As Innovative Capital helps people looking for capital by introducing them to people who have the capital, the company was seeking a solution to optimize the work to serve the borrower and the lender better. Having a vast customer base, Innovative Capital was struggling with housing all the data of their lenders and borrowers.

Moreover, the company was looking for a solution for robust marketing of their services and tools for lead processing and engagement. To address these issues, Innovative Capital reached out to Ascendix to implement the Salesforce platform.

Hanna Commercial, the Pittsburgh’s leading commercial real estate firm, decided to consolidate its multiple CRM systems to unify processes, improve efficiency and save money. Keep reading to learn their CRM story and what helped them successfully implement a shared database across multiple offices in multiple markets.