Salesforce Managed Services by Crest Consulting Partners

Certified Salesforce managed services provider with 20+ years of experience in the CRM market and 16 years in IT outsourcing.

Wes Snow and Todd Terry, Founders of Ascendix Technologies

Salesforce managed services help reengineer processes via forward-thinking management and user setup, management, and security, the configuration of standard/custom objects, creation, and management of workflows, validation rules, Process Builder, data quality management, and data loading.

Ascendix Technologies is a certified Salesforce managed service provider with international offices in the USA and Europe. We offer the expertise of a fully-staffed Salesforce expert team for much less cost than it would take to hire in-house resources.

Our goal as a Salesforce managed services provider is to maintain the stability of your Salesforce system and assist with its evolution in response to shifting sales, marketing, and customer support requirements.

Our Salesforce consulting agency will deliver the dedicated resource mix you need to maintain the growth of your team and create an integrated solution architecture that will evolve with your company.

Since 2001, we’ve aided 300+ companies of various sizes and led Salesforce projects to technology success, as attested to by numerous reviews on Clutch.co and AppExchange.com.

Wes Snow and Todd Terry, Founders of Ascendix Technologies

Delegate All Salesforce-Related Tasks to the Team of Professionals

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy

What Our Salesforce Managed Services Include

2-Complete Overview Ascendix Tech

Salesforce Consulting Services

We, at Ascendix, define your corporate requirements, review your business process, provide strategic planning, and advise on Salesforce best practices to address your business needs with innovative technology solutions.

Our Salesforce consultants will explore the requirements of your sales, marketing, and customer service departments and select the best Salesforce clouds, products, editions, and features that will help solve your technology challenges.

We will outline the optimal approaches for adjusting your Salesforce tools to the variable sales, marketing, customer service demands. For example, we can recommend the best ways to develop custom approval processes or adapt workflow rules. Also, our CRM consultants suggest further functionality enhancements.

2-Complete Overview Ascendix Tech
5-Boost Sales Ascendix Tech

Salesforce Implementation

As your Salesforce implementation partner, we will manage Sales, Service, Marketing, Financial Services, Experience, Health, App, Analytics, and cross-Clouds deployment and scaling. Moreover, we will complement your solution with AppExchange or custom apps, other Salesforce products to cover your organizational needs in full.

Our experts will manage your project, starting from road mapping to solution realization.

Data Management & Transformation

We, at Ascendix, provide data architecture, management, deduplication, and transformation services. Our team helps with data cleansing and integration across various systems to ensure its smooth synchronization and distribution.

5-Boost Sales Ascendix Tech
CaseStudies-Cresa2

Salesforce Optimization

We will take proactive actions in improving your Salesforce platform before it starts falling behind your business needs. To do it, we’ll check the present state of system processes and features and adapt them to suit your future business transformations.

We will harmonize your existing processes in Salesforce, help with the re-implementation of your solution, and reduce unused or introduce entirely new functionality.

We can manage your system refinement, streamline business processes, and oversee continuous delivery. Instead of a limited in-house team, you will be able to access a deep and shared knowledge repository backed by our Salesforce experience.

Analytical Services

We will create and manage business reports & dashboards/analytics, and help with Data Science app integration and analysis

CaseStudies-Cresa4

Salesforce Configuration and Customization

Our team will modify your Salesforce solution using point-and-click tools or Apex code, Visualforce, and Lightning Components to tailor your Salesforce instance exactly to your corporate requirements.

We configure and customize Salesforce processes, workflows, rules, triggers, flows, or reporting functionality on top of standard functionality so that you can have a bird’s eye view of your business with the click of a button.

AppExchange App Development

Our team can recommend on AppExchange apps or manage ISV user licenses & apps. We will research solution offerings on AppExchange, create custom Salesforce apps or components for applications and implement them on AppExchange. With our AppExchange app development services, you’ll improve your specific internal tasks, like report generation, multi-criteria filtration, or map search.

3-Architecture Development Ascendix Tech

Salesforce Integration

We integrate your Salesforce solution with other CRM systems, with third-party systems (e.g., ERP (Enterprise Resource Planning), DMS (document management systems), social networks, etc.) to create a centralized user experience.

What’s more, our team will monitor and troubleshoot all current integration issues, create custom API integration solutions and perform all necessary updates as soon as your solution needs them.

As a Salesforce partner, we’ll build, deploy and maintain code for any custom development needs as well as for any system integrations.

Salesforce Training

Besides system administration tasks, we offer user support and training. We handle users’ day-to-day issues and adjust the system on user demand to simplify Salesforce navigation and use.

We organize exclusive training for companies to meet their unique business needs and increase user acceptance. Our team will customize the training courses, provide quick reference guides, one-to-one or group training sessions.

3-Architecture Development Ascendix Tech
4-Boost Productivity Ascendix Tech

Salesforce Support and Administration

Our Salesforce team will provide ongoing management like user administration, system administration, and data administration to make you more independent from daily routine administration tasks.

We will carry out regular system monitoring and performance reviews to guarantee your Salesforce CRM stability as well as in-time preventive actions against any emerging issues, bug fixing, and issue resolution. Our certified Salesforce professionals will identify and remove code errors and adjust features to secure smooth Salesforce performance.

Moreover, we conduct regular security reviews to eliminate data breach and leak risks from your Salesforce solution as soon as they appear.

Release & Change Management Services

We’ll assist with the management of Salesforce org updates aligned around Salesforcere lease cycles, feature prioritization, request management, adoption, and change management around new releases (including training).

4-Boost Productivity Ascendix Tech

What You Get With Our Salesforce Managed Services

Robust Salesforce Solution

Get the most out of your investment in Salesforce. Your CRM system will progressively grow in line with your business demands, so you'll be able to concentrate on achieving your business goals. We will prevent pivotal operational and security issues of your Salesforce platform and keep it efficient so you can focus on essential, non-technical parts of your business.

Reduced Management Efforts

We'll transform your business needs into definite technical requirements with little or no engagement of your managers. Our in-depth project management experience enables us to deliver necessary system changes, reducing your teams' control and management involvement. As a result, you'll see an increase in your employees' time on strengthening customer relationships.

Access to the Top Talents

We will build a high-performance team of experts, including Salesforce Solution Architects, Developers, Tech Leads, Implementation Engineers, Project Managers (PM), Business Analysts (BA), Administrators, Consultants, and more. So, you don't need to hire full-time employees to fill gaps in certain skills and specialties required to achieve specific goals.

Sustained Business Operations

We will modify and improve your Salesforce solution without affecting ongoing user activities and business processes. We will develop a comprehensive roadmap to align with your business and IT strategy and deliver simplified business workflows.

Expert Guidance

If you choose a DIY approach in Salesforce implementation, you'll get expert guidance on all stages of the solution deployment with our Salesforce managed services. Every professional on our team is empowered to look beyond the technical part and help determine and meet your business vision.

Focus on Your Core Business Mission

Salesforce managed services help take CRM administration pressure off your employees and re-focus their attention to developing essential business competencies. We'll close any gaps in the solution by building, testing, and deploying key functionality.

Flexible Cost Structures and Cost Reduction

We will meet all your Salesforce needs and reduce your expenses on having an in-house Salesforce team by extending your company with our top talents. So, you don’t have to invest in recruiting and managing your in-house Salesforce team.

Streamlined Marketing Automation

Our team will design and build ideal journeys for your leads, prospects, and clients with the help of automated synergy of sales and marketing activities using Marketing Cloud, Pardot (aka MC Account Engagement), or other solutions that can be integrated with Salesforce.

Robust Salesforce Solution

Get the most out of your investment in Salesforce. Your CRM system will progressively grow in line with your business demands, so you'll be able to concentrate on achieving your business goals. We will prevent pivotal operational and security issues of your Salesforce platform and keep it efficient so you can focus on essential, non-technical parts of your business.

Reduced Management Efforts

We'll transform your business needs into definite technical requirements with little or no engagement of your managers. Our in-depth project management experience enables us to deliver necessary system changes, reducing your teams' control and management involvement. As a result, you'll see an increase in your employees' time on strengthening customer relationships.

Access to the Top Talents

We will build a high-performance team of experts, including Salesforce Solution Architects, Developers, Tech Leads, Implementation Engineers, Project Managers (PM), Business Analysts (BA), Administrators, Consultants, and more. So, you don't need to hire full-time employees to fill gaps in certain skills and specialties required to achieve specific goals.

Sustained Business Operations

We will modify and improve your Salesforce solution without affecting ongoing user activities and business processes. We will develop a comprehensive roadmap to align with your business and IT strategy and deliver simplified business workflows.

Expert Guidance

If you choose a DIY approach in Salesforce implementation, you'll get expert guidance on all stages of the solution deployment with our Salesforce managed services. Every professional on our team is empowered to look beyond the technical part and help determine and meet your business vision.

Focus on Your Core Business Mission

Salesforce managed services help take CRM administration pressure off your employees and re-focus their attention to developing essential business competencies. We'll close any gaps in the solution by building, testing, and deploying key functionality.

Flexible Cost Structures and Cost Reduction

We will meet all your Salesforce needs and reduce your expenses on having an in-house Salesforce team by extending your company with our top talents. So, you don’t have to invest in recruiting and managing your in-house Salesforce team.

Streamlined Marketing Automation

Our team will design and build ideal journeys for your leads, prospects, and clients with the help of automated synergy of sales and marketing activities using Marketing Cloud, Pardot (aka MC Account Engagement), or other solutions that can be integrated with Salesforce.

Why Choose Ascendix As Your Managed Service Provider?

Global Presence

For 20+ years in the CRM business and 16 years in IT Outsourcing, we have been successfully engaging our global resource teams remotely to provide the same level of domestic expertise with a very cost-effective structure.

Comprehensive Services

We offer extensive Salesforce assessment, business analysis, administration, architecture, development, integrations, and consulting services to focus on your core business strategies rather than purely technology.

Partnership Instead of Order-Taking

We build a partnership with our customers, working with them instead of for them. If you choose Ascendix as your strategic Salesforce partner, you get complete support and guidance even on the after-launch phase.

In-Depth Salesforce Expertise

We are certified Salesforce & AppExchange app development partners, consultants, administrators, app builders, platform developers with 20 years' experience in providing Salesforce services.

Extensive CRE Tech and PropTech Proficiency

For 15 Years in the commercial real estate submarket, we have successfully offered our CRM consulting and development services to clients involved in Sale/Tenant Representation, Lease Administration, Capital Markets & Commercial Mortgage Banking, Property Management, etc.

Our Own Salesforce-based CRM and Apps

Since 1996, we have built 17 of our own software products, 4 of which were built for Salesforce users and are available on AppExchange. Our flagship products AscendixRE and Ascendix Search appeared due to the synergy of our Salesforce and CRE expertise and quickly became brokers' delight.

Services/Product Balance

Our mix of experience in consulting services and custom Salesforce CRM & app development makes us a unique advisory agency that can assist with successful solution development and its marketing and maintenance.

Our Clients Say

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.

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.

FAQ

What are Salesforce Managed Services?

Managed services are defined as ongoing, proactive processes and functions performed by partners under recurring, renewable contracts. Salesforce managed services involve an extensive list of activities like Salesforce implementation, development, customization, administration, and support to avert platform issues before affecting its users and system operations. As your Salesforce managed services provider, Ascendix will maintain your Salesforce solution stable and make it expand along with your business needs.

What is Salesforce Managed Services Pricing?

Salesforce managed services pricing depends on the expected scope of activities involved, the number of clouds and their editions, the number of users and licenses, and needed configurations & customizations. We offer flexible pricing options of our Onshore/Offshore/Mixed/ and On-Demand/Dedicated team structures and are always ready to provide our estimate and negotiate the best payment options.

What is the Difference Between Managed Services and Support?

In contrast to software support, managed services are often ongoing, proactive tasks carried out by a committed team of CRM experts and engineers. A ticket or problem always triggers software support.

Contact Us

Request Professional Services
Request a Demo or Trial
Contact Ascendix
First Name
Last Name
Work Email
Business Phone
Message
I need help with:

By submitting this form, you agree to Ascendix Privacy Policy

Contact Info

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com

Contact Sales Team
First Name
Last Name
Work Email
Business Phone
Message
Select products you are interested in:

By submitting this form, you agree to Ascendix Privacy Policy

Contact Info

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com