Salesforce Implementation Services

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

Salesforce implementation by Ascendix Technologies

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.

Ascendix Salesforce app development, administration, data architecture and management designer certifications

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


Industry Expertise:

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

  • Real Estate
  • Property Management
  • Residential and Commercial Mortgage Banking
  • Capital Markets
  • Investment Sales
  • Financial Services
  • Insurance
  • Construction
  • Energy
  • SaaS & Technology Companies
  • Travel & Logistics
  • Professional Services Companies that Serve B2B

Thinking 🤔of Salesforce Implementation and Don't Know Where to Start? Check Out our Guide from our Salesforce Consultants!👇

Why Choose Ascendix

  • 25 years in the CRM business
  • 19 years of Salesforce experience
  • 17 CRM products and apps
  • 130+ 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 Implementation Guidance

Transform and Enhance your Business with Innovative Salesforce Solutions and our Implementation Guidance

Salesforce Clouds & Products We Implement


Our Salesforce implementation team is ready to assist you with implementation of:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Community (Experience Cloud)
  • Financial Services Cloud
  • Health Cloud
  • App Cloud
  • Einstein Analytics
  • Pardot

Salesforce cloud implementation services by Ascendix


◈ 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.


◈ 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


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, 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 customers 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.


◈ Community (Experience) 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 help you by granting portal access to track orders or support tickets, channel partners, to log leads and track activity, or build completely custom solutions.


◈ 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.


◈ 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.


◈ 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.).


◈ 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.

Out team will assist you with Einstein Analytics implementation to get 'digestible' visualization in order to make making informed decisions.


◈ Pardot


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.

Menlo Group Commercial Real Estate Logo

What Our Clients Are Saying About Us


"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:


◈ 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.


◈ Re-Implementation

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.


◈ Lightning Migration

The migration from Classic to Lightning is not as simple as just a double-click and it starts with system evaluation on how fit you are for migration. We, at Ascendix will work with you to help you identify the easiest place to get started with your migration to Lightning and will create your roadmap to success.


◈ Migration to Salesforce

If you are an experienced CRM user who is looking for extensive functionality that your current solution can't offer, migration to Salesforce will be the perfect option. We will transition the best practices of your software and enhance them with scalable Salesforce features or consolidate all your CRM systems under one full-fledged Salesforce platform.

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Salesforce implementation services by Ascendix

Salesforce Implementation Services We Provide

We are ready to help you with Salesforce implementation on 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 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.

Salesforce Data Migration & Management


At Ascendix, we offer an extensive scope of data-related services like database architecture or data visualization. Also, we provide analyzing, cleansing, structuring and validation of your data before migration to Salesforce to ensure that it 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).

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.

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 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.

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.

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 extend which will reflect on higher acceptance rate and employee productivity. We can also produce training videos and documentation to streamline 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 and updated 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 upgrades and configurations, 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 of your team.

Salesforce Support and Concierge Service


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

Hunter Kennedy Vice President Source Energy Partners logo

What Our Clients Are Saying about Salesforce Customization:


"Ascendix took all of the framework 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, Vice President at Land of Source Minerals

Benefits Of Salesforce Implementation By Ascendix

Benefits Of Salesforce Implementation By Ascendix


With our assistance in Salesforce implementation, companies in different businesses have an opportunity to leverage:

Extensive CRM Services Expertise


We have 25 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.

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!