Salesforce Implementation Services

Best practices in Salesforce implementation services and elimination of the implementation complexities by a team of experienced Salesforce consultants.

With 25 years of extensive experience in the CRM market, Ascendix provides world-class Salesforce implementation services, including health check and audit, consulting, data migration, configuration and optimization, CRM customization and custom development, integration, administration, and support.

Since 2001, we’ve helped numerous small and enterprise-level businesses to implement Salesforce and adjust solutions to the needs of their teams.

Why Choose Ascendix

  • 26 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

Salesforce Quick Start Packages

Implement Salesforce in 2-4 weeks with our quick start packages. See detailed pricing comparison here.

Quick Start


2-3 weeks

  • 1 end user training classes, up to 10 attendees per class
  • Up to 20 total custom Fields

All you need for a quick start with Salesforce. Includes custom fields setup, user configuration, end-user training, post-go-live support, and data import help.

Request More Info

Quick Start Plus


3-4 weeks

  • 2 end user training classes, up to 10 attendees per class
  • Up to 30 total custom Fields
  • Custom Reports

Perfect fit for teams that need custom reports, extended Admin and End-user training, integration help.

Free Consultation

Industry Expertise:


We help automate and streamline sales, service, and marketing efforts for various business vectors, such as:

  • Сommercial Real Estate
  • Legal Services
  • Property Management
  • Capital Markets
  • Investment Sales
  • Financial Services
  • Insurance
  • Construction
  • Energy
  • SaaS & Technology Companies
  • Food & Beverage
  • Travel & Logistics
  • Professional Services Companies that Serve B2B
  • Education
  • Agriculture
  • Mortgage & Lending

Ready to Implement Salesforce?

At Ascendix, we offer a free consultation to plan Salesforce implementation for your organization and estimate implementation costs.

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Salesforce Clouds & Products We Implement

Our Salesforce implementation team is ready to assist you with the implementation of Sales Cloud, Service Cloud, Marketing Cloud, Community (aka Experience Cloud), Financial Services Cloud, Health Cloud, App Cloud, Revenue (aka Billing & CPQ )Cloud, Einstein Analytics (aka Tableau CRM), Non-Profit Cloud, Customer 360 Platform, Pardot (aka Marketing Cloud Account Engagement).

Sales Cloud

Sales Cloud

Sales Cloud enables your business to reflect on your sales process and build an informative view of your business growth. This Salesforce solution is a one-stop-shop platform to increase deal velocity, improve communication with prospects and customers, and gain valuable insight into pipeline and forecasting.

Our Salesforce Sales Cloud implementation consultants will ensure proper cloud implementation that will result in getting more leads, quicker closing of deals, and accelerated productivity. We will help set up Artificial Intelligence (AI) tools to uncover pipeline trends, enable sales forecasts, and automate data capture.

Sales Cloud
Service Cloud
Service Cloud

Service Cloud

Service Cloud will empower your company to provide high-end customer service more efficiently due to automated case management, the creation of channels for customers, and a streamlining support journey.

With Service Cloud customization, you’ll get more cross-selling opportunities, improved integration with back-office applications, and get real-time information of the support metrics. Our team can assist you with implementing Service Cloud from scratch or the customization of your current solution.

Marketing Cloud Ascendix

Marketing Cloud

Due to Marketing Cloud you can interact with your customers via all channels and create a new-level customer experience with a powerful marketing automation tool. Marketing Cloud delivers personalized, cross-channel, 1-to-1 customer journeys using the world’s most powerful digital marketing platform.

Marketing Cloud’s artificial intelligence gives you the power of predictive recommendations to identify the customer’s likelihood to engage with you. We, at Ascendix, guarantee smooth Marketing Cloud implementation for companies of all sizes: from small businesses to enterprise-level organizations.

Our Marketing Cloud consultants help implement all the Account-based (or B2B) marketing automation solutions and enable capturing, unification, and activation of audience data to deliver more personalized customer experiences.

Marketing Cloud Ascendix

Pardot (Marketing Cloud Account Engagement)

Pardot is an all-inclusive tool for creating, managing, and successfully executing of marketing campaigns in the B2B segment. Along with Pardot implementation, we will help your business generate top-quality leads and track the pipeline movement to turn them into customers quickly.

Moreover, our team of Salesforce experts will guide you through single-cloud/product implementation if you have recently started leveraging Salesforce as well as with multi-cloud/products implementation for more sophisticated projects.

Community (Experience) Cloud
Community (Experience) Cloud

Experience (Community) Cloud


Community Cloud connects you to the people you most want to engage with: customers, partners, employees, and referral sources via customizable branded portals.

Our Salesforce consultants will build customized and branded communities connected to your business data and processes to deliver an amazing customer experience. We will help you grant portal access to track orders or support tickets, channel partners, log leads, and track activity, or build completely custom solutions.

Financial Services Cloud Ascendix

Financial Services Cloud

By reducing friction and improving efficiency, pre-built features of Financial Services Cloud (FSC) deepens and optimizes the everyday and urgent communications along with workflows between your teams and those you serve.

Also, Financial Services Cloud enables financial services firms to increase employee productivity, accelerate time to value and deepen customer trust with every interaction.

Together, Financial Services Cloud and Ascendix can help financial services organizations service their clients more effectively with an innovative, custom Salesforce solution.

Financial Services Cloud Ascendix
Health Cloud Ascendix
Health Cloud Ascendix

Health Cloud

We will enhance comprehensive medication management service with a capability to communicate and manage all the Pharmacist-Patient-Doctor communication with Salesforce Health Cloud. Our Salesforce implementation team will deploy the most usable and effective software for medication distribution management and integrate it with communication, telephony, notification, and task management tools.

AppCloud Salesforce Ascendix

App Cloud

Our Salesforce implementation partners help improve your customer’s journey and get accurate data about all stages of the lead-to-customer lifecycle with Salesforce App Cloud and its main platforms: (also known as Lightning platform)AppExchange (Salesforce’s online application marketplace for third-party applications from independent software vendors that are hosted on the platform), and Heroku (a cloud platform that lets companies be flexible in building, delivering, monitoring, and scaling apps using their preferred programming languages and tools.).

AppCloud Salesforce Ascendix
Einstein Analytics Ascendix
Einstein Analytics Ascendix

Einstein Analytics

Einstein Analytics as a part of Salesforce Analytics Cloud lets you embed artificial intelligence right into your sales process. It automatically captures data and offers in-depth insights on everything from your top leads to possible next steps or actions.

Our team will assist you with Einstein Analytics implementation to get ‘digestible’ visualization in order to make making informed decisions.

Ascendix truly focuses more effort on improving their product and supporting current customers than just selling and marketing which is rare these days. Ascendix worked with us every step of the way until all our objectives were completed which is why the launch (and the 4 months since) have been so successful for us.

Mika Casey, CTO at Menlo Group Commercial Real Estate

Solutions for Various Salesforce Implementation Stages


Our team will assist you with the transformation of your existing Salesforce solution into a highly adaptive and secure system with a brand new capacity of sales and marketing efficiency. The new Salesforce software will be fully in line with your business goals to expand your current operations and to achieve optimal results.

Recovery & Optimization

We will help you realize and maximize return on investment (ROI) with your current Salesforce platform's functionality and adoption. Our deep technology knowledge of the Salesforce platform allows us to scale your solution to its fullest potential and optimize it to improve usage from your team.

New Implementation

If you are new to Salesforce, we, at Ascendix will design for your company your unique Salesforce implementation project plan that will ensure a smooth start, delivery, and adoption of the solution in your organization and guarantee project success of any complexity.


Our team will assist you with the transformation of your existing Salesforce solution into a highly adaptive and secure system with a brand new capacity of sales and marketing efficiency. The new Salesforce software will be fully in line with your business goals to expand your current operations and to achieve optimal results.

Recovery & Optimization

We will help you realize and maximize return on investment (ROI) with your current Salesforce platform's functionality and adoption. Our deep technology knowledge of the Salesforce platform allows us to scale your solution to its fullest potential and optimize it to improve usage from your team.

New Implementation

If you are new to Salesforce, we, at Ascendix will design for your company your unique Salesforce implementation project plan that will ensure a smooth start, delivery, and adoption of the solution in your organization and guarantee project success of any complexity.

Check Out Our Guide on Selecting a Salesforce Implementation Partner

Salesforce Implementation Services We Provide

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We are ready to help you with Salesforce implementation at every step of this process:

Salesforce Health Check and Audit

Our Salesforce implementation consultants will collaborate with you to assess your existing business processes and technology systems, identify gaps in technical implementation and business usage, discover key system requirements and provide the best ideas for Salesforce optimization.

Salesforce Support and Concierge Service

Our Salesforce support team will address your question or issue at any Salesforce implementation stage. Due to our onshore/offshore/blended engagement, we can ensure that you get expert help on time.

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Document-Management-Systems Ascendix

Salesforce Data Migration & Management

At Ascendix, we offer an extensive scope of data-related services like database architecture or data visualization. Also, we provide data quality management services like analyzing, cleansing, structuring, and validating your data before migration to Salesforce. It helps to ensure that data will remain well-structured and ready to use as soon as it is migrated.

We guarantee migration of your data into the new Salesforce system without data loss, duplication, corruption, and system downtime and that it will be performed within an optimal time limit.

To further support data quality after its migration, we develop rules of data management and structuring (for instance, duplicate rules).

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Salesforce Implementation Consulting

After analyzing your existing business practices and needs and defining corporate goals that Salesforce should meet like creating a comprehensive customer view, our Salesforce consultants will elaborate on the Salesforce implementation strategy.

Your unique project plan will include Salesforce consulting on the selection of the proper clouds, edition, functionality, customizations, and integrations to make your CRM software fully compliant with your requirements, desired timeframe, and budget.

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Ascendix Search Improved Customer Service Case Study | Ascendix

Salesforce Customization and Configuration

Choose Ascendix as a Salesforce implementation partner and we will tailor your Salesforce solution in two ways: by configuration or customization of your CRM system. Salesforce configuration means that we will optimize Salesforce default features with pre-built point-and-click tools.

When customizing Salesforce, we will develop tailor-made functionality using Apex code to meet your unique requirements.

Depending on your key needs, we will enhance your CRM system with additional custom functionality like custom reports and dashboards, workflows, security access setup, approval processes, etc.

saas technology companies solutions product development Ascendix

Salesforce Custom Development

The platform is limitless in terms of its development capabilities, all of which can work for your benefit. If you don’t want to pay for excessive functionality that you will never use, then our Salesforce custom development service will suit you best.

Our experts at Ascendix will build a custom solution on top of the Salesforce Lightning platform that will encompass only necessary functionality that can be easily scaled and integrated due to a unified Salesforce code base.

Lightning Component Development

Lightning Components serve as the building blocks of your Salesforce instance and allow extreme flexibility and customization. Our team will assist you with upgrading/custom development of reusable Lightning Components to streamline your Lightning experience by avoiding typing the codes again and again.

saas technology companies solutions product development Ascendix
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Salesforce AppExchange App Development

Ascendix’s team will help you map your idea of a Salesforce-based app to reality. Our Salesforce implementation consultants will walk you through of the AppExchange app development process: from designing the strategy while considering pricing models and Salesforce security policies to launching your working app on AppExchange.

Salesforce Integration

To make your CRM system cohesive and comprehensive, we will assist you with seamless integration of your Salesforce solution with other third-party tools. For example, for data enhancement or document management that can’t be found in the standard Salesforce features.

Our expertise allows us to integrate all your distributed software, apps, and systems into a single centralized CRM software and operate all the processes in one place. Also, we will devise the best strategy to ensure that your business will operate without interruption during the entire integration procedure.

White glove concierge & support services Ascendix Search case study | Ascendix

User Training

We offer Salesforce training to ensure user adoption of the solution in your organization. Our Salesforce implementation consultants will help your employees adapt to the capabilities of your Salesforce software and train them on how to use its functionality to its full extent which will reflect on a higher acceptance rate and employee productivity. We can also produce training videos and documentation to streamline the onboarding of future team members.

Salesforce Administration and After-launch Support

Salesforce implementation doesn’t end with solution deployment because its functionality should expand along with your business. Moreover, your software should be constantly upgraded with each Salesforce release to ensure that it continues to be secure, scalable, and error-free.

Our Salesforce admins will do all the necessary system updates and configurations of standard and custom objects, track your issues, and debug your system on time. Besides technical Salesforce support, admins will troubleshoot all the system-related issues among your employees and provide continuous Salesforce training for your team.

White glove concierge & support services Ascendix Search case study | Ascendix

Ascendix took all of the frameworks from our previous CRM and our previous project management tools, consulted with us on streamlined ways to improve, and integrated the best components of each system into their offering on top of the Salesforce platform. Ascendix built something unique for us. They took the foundation elements of their highly successful product but applied it to our business (which has many stark contrasts to real estate) in very effective ways.

Hunter Kennedy, VP at Land of Source Minerals

Benefits Of Salesforce Implementation By Ascendix

Extensive CRM Services Expertise

We have 26 years of CRM consulting, implementation, customization, and development expertise for enterprise-level and small companies in various domains like Commercial Real Estate, Financial Services, Capital Markets etc. Since Ascendix's inception, we have performed CRM services for companies of all different sizes, from Fortune 500 companies to small organizations.

Our Own AppExchange Apps and Products on Top of Salesforce

The development of our own Salesforce-based solutions like AscendixRE (CRM for commercial real estate) and Ascendix Search (our advanced map search and reporting app), gave us unique experience in overcoming challenges Salesforce users might face with data search, document management, and various integrations. Now, we are able to share these best practices with our clients.

Clear and Structuralized Documentation

We understand how critical good documentation is for the whole Salesforce implementation process that will serve as a source of knowledge and future reference if any question arises. Our team at Ascendix will provide you with all the necessary API, troubleshooting documentation as well as step-by-step guides.

Diverse Engagement Models

We offer our customers flexible staffing options: on-demand/dedicated teams, offshore/onshore/blended team structure, project/product development and support teams to fulfill the requirements of any client’s projects. This business engagement model is designed to ensure a cost-effective quality outcome along with on time delivery.

Multifaceted Industry Experience

We successfully combine solid technical knowledge of the Salesforce platform and its eco-system with multiple industries expertise to deliver exceptional services and Salesforce-friendly products to our clients.

Continuous Salesforce Support and Team Trainings

We do not only create and optimize digital solutions for your organization but also coach your team on how to use them in the most effective way and ensure that these products run smoothly within your company.

Global Presence

We offer competitive cost structures and top-to-bottom support of your Salesforce solution due to the global presence of our Salesforce implementation partners.

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.

Zachary F. Weiss
Managing Partner, SAB Capital

We hired Ascendix to help us design a proprietary CRM system built on top of Salesforce. We interviewed many Salesforce/CRM developers and decided to work with Ascendix based on their track record and specific experience working with commercial real estate platforms. They have a fantastic turnkey product for commercial real estate companies, but given our unique needs, we decided to engage them to design a proprietary system that incorporated some of their signature systems such as their mapping app. Everything the team did was impressive. From top-notch communication to product development.

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

When searching for a replacement to our existing CRM system, our situation presented several challenges, the most significant of which was the fact that our individual offices were all using different systems. Different systems meant different processes and different workflows for the users. It also meant that the data migration process would be multiplied by the number of systems that we used. After our initial discussion with the Ascendix team, we quickly realized that we were speaking with a partner in this process, someone as invested in our success as we were.

Robert Sattler
Principal, Cresa New York

Ascendix helped us move things from Excel spreadsheets to Salesforce. We felt comfortable that Ascendix would not disappear when we needed the help. They really worked with us to get everything over as consistently as we possibly could. I remember I was thinking that we would probably have 50% success with our data imports, but we got it to 85-90%, so everything is converted over. We just felt like they were very hands-on and if we needed something, we could just pick up the phone and call them.

Salesforce Implementation Services FAQ

How Long Does Salesforce Implementation Take?

There is no definite time scope for Salesforce implementation because every organization and project is unique and requires a different level of involvement. For some companies, the rollout may take as little as 2 weeks, and for other ones may last for several months.

If you want to start using Salesforce as quickly as possible, you can consider the Salesforce Quick Start Packages and in 2-3 weeks you’ll be able to leverage the benefits of a well-tuned CRM system. Besides the platform setup, you’ll get end-user training, post-go-live support, and data import assistance.

How Much Does Salesforce Implementation Cost?

Salesforce implementation cost depends on many factors, including initial Salesforce license pricing, number of users, amount of configuration & customization needed etc. And if you can have a high-level calculation of Salesforce license cost for your organization, it’s difficult to predict exactly, how much you will have to invest into Salesforce implementation and optimization in terms of resources, time, and money.

And that’s where Salesforce consultants come into play to bring you peace of mind and expert guidance on how to make CRM implementation a stress-free and controlled process.

Our Salesforce consultants will help you:

  • review your core business needs and goals,
  • determine which can be helped with technology and which should be solved internally by the company,
  • select the best solution and its edition that will have the most out-of-the-box features for its price,
  • choose the most optimal approach in adjusting the functionality ,
  • identify vitally important custom objects and fields that should be introduced into your org,
  • orchestrate all the operations within the platform with custom flows and much more!

No surprises, no unexpected costs. Just smooth and predicted experience.

If you need to know what really makes up Salesforce implementation cost, where to look for the cheapest consulting services, and how much Quick Start Implementation Packages cost around the world, and what services they imply, read our post.

Why Does Salesforce Implementation Fail?

There are numerous reasons why Salesforce implementation may fail. The most common are:

  • Unclear business goals that can’t be met with the CRM only
  • Underestimation of the required configuration or customization work
  • Preferring price over quality while choosing a Salesforce solution,
  • Too many unnecessary fields and objects that overcomplicate the CRM operation,
  • Contaminated, duplicated  data that make sales activities and accurate reporting and forecasting impossible.
  • Absence of timely support and maintenance.

To ensure that you won’t put your foot into implementation trouble and get rid of it at the very early stage, without affecting the overall CRM adoption experience in your organization, it’s better to engage with a professional Salesforce consultant at the very beginning of your Salesforce initiative.

Why Do I Need Salesforce Implementation?

Salesforce is a self-supporting universe rotating around its core product – CRM software.

Along with the standard kit of general cloud-based CRM features like a centralized database of never-lost, structured, and organized data, with no necessity to purchase additional hardware, there are some peculiar features that are made out of CRM software — Salesforce.

Among the most prominent features that make Salesforce stand out in the CRM market are:

  • Agility and customizability
  • Enterprise-level security
  • Third-party extensibility
  • 360-degree customer view
  • Mobility and accessibility
  • Reliable reporting
  • Improved collaboration
  • Automated workflows
  • Visual data representation
  • Analytics powered by artificial intelligence
  • Digitalized time management
  • File sync and share
  • Hassle-free contact management
  • Comprehensive sales forecasting

More information about Salesforce perks and why over 150, 000 companies worldwide entrusted their digital evolution to this platform you can find in our article.

First-Class Salesforce Implementation Partners and Salesforce Consultants from Dallas

Ascendix Technologies is your reliable Salesforce implementation partner. Accelerate your workforce productivity and eliminate the complexities of your Salesforce solution with our Salesforce consultants!

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