Our Best Practices for Salesforce License Optimization [PDF]

“ 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. ”

“ 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. ”