Salesforce for Private Equity

Let the world’s best private equity CRM help you match your capital with the right opportunities.

Private equity firms require more than just deal tracking software. They often need a holistic system that would allow for robust security, client segmentation (LP/GP), and end-to-end management of investments, deal execution, and building relationships with clients.

If tailored to private equity processes, Salesforce delivers this at scale. Rightfully referred to as the world’s best private equity CRM, Salesforce employs automation and AI to not only pull your deals together but also empower you with the ability to model customer behavior and your profits.

The effectiveness of Salesforce for private equity has been proven many times over the course of our 10-year-long partnership with Salesforce and multiple capital markets firms like Colliers and ABP Capital. This invaluable experience coupled with our technical background well positions us to implement, migrate, customize, and develop Salesforce solutions for private equity success.

Wes Snow and Todd Terry, co-founders of Ascendix Technologies

Why Choose Ascendix

Get a Single View of Your Long-Term Deals in Salesforce

Why Salesforce for Private Equity?

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A Complete View of Deal Pipeline in Private Equity

Track each deal, from co-investment opportunity to joint venture, granularly throughout the whole investment cycle. No messy spreadsheets: all data is categorized and stored in a single CRM database.

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Detailed Reports and Analytics

Analyze deal stages, investment opportunities, and client engagement on comprehensive dashboards. Employ Salesforce AI and automation tools to generate insights into LBO profitability and possible risks.

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Automation of Time-Consuming Tasks

Set your bankers free from tedious tasks like conducting due diligence, matching clients with previous notes, setting up follow-up calls, and calculating ROI. Let Salesforce for private equity do the work.

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Data Safety and Compliance

If you’re working on a sensitive M&A deal, you can grant access to it only to relevant stakeholders, ensuring compliance and safety of your private equity client’s data.

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AI-Powered Relationship Discovery Tools

Highlight relevant personnel or companies across the web with an AI-based research tool to surface prospects and discover unanticipated relationships.

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Stay Productive On the Go

With an easy-to-use mobile app from Salesforce, your private equity information is always at your hand, from robust analytics dashboards to your client engagement history.

It’s difficult to find an organization that’s been committed to the CRM space for as long a time as we. 26 years, it gives you a great deal of opportunity to learn lessons and to learn what works and what doesn’t work. There’s a whole host of best practices and tips and tricks that we have that others have never even heard of.

Wes Snow & Todd Terry, Founders of Ascendix

Salesforce Private Equity Services from Ascendix

Having a hard time integrating your third-party apps into your brand-new Salesforce system? Not sure how to migrate your sensitive datasets safely? Or afraid of poor adoption levels because your team is not used to mature private equity CRMs like Salesforce for private equity? It's perfectly OK to have these thoughts. We can't be experts in everything. That is why our private equity clients entrust their Salesforce wellbeing to Ascendix. Because we are the experts.

Task Automation

We will automate daily and mundane tasks like sending email notifications, assigning follow-up tasks, data updates, and scheduling calls with Workflow rules, Process Builder, and Apex triggers to reduce time spent on manual duties.

Salesforce Einstein AI

Our team will complement your Salesforce instance with Einstein AI which will help you to achieve better insights into your investment pipeline, customer relationships, and other activities while also predicting their success.

CRM Strategizing & Roadmapping

We will assess your CRM performance and maintainability based on your business needs. Then we'll craft a detailed plan for your CRM optimization, customization, and CRM adoption.

User Training

With 3 major upgrades in a year, Salesforce’s functionality and interface change fast. And we can help you keep up with the new features by educating your users, consulting you on the best change management approaches, and providing clear communication plans.

Task Automation

We will automate daily and mundane tasks like sending email notifications, assigning follow-up tasks, data updates, and scheduling calls with Workflow rules, Process Builder, and Apex triggers to reduce time spent on manual duties.

Salesforce Einstein AI

Our team will complement your Salesforce instance with Einstein AI which will help you to achieve better insights into your investment pipeline, customer relationships, and other activities while also predicting their success.

CRM Strategizing & Roadmapping

We will assess your CRM performance and maintainability based on your business needs. Then we'll craft a detailed plan for your CRM optimization, customization, and CRM adoption.

User Training

With 3 major upgrades in a year, Salesforce’s functionality and interface change fast. And we can help you keep up with the new features by educating your users, consulting you on the best change management approaches, and providing clear communication plans.

Download Our Portfolio of Consulting Projects

You don't need to reinvent the wheel. See how we addressed unique challenges of your peers with Salesforce for private equity.

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Customize Your Salesforce to Reflect Your Business Processes

Even such a proven leader as Salesforce may not always cater to your needs with out-of-the-box functionality. This is where Ascendix steps in: we can tune your Salesforce for private equity to address the whole investment cycle, from the leveraged buyout up to generating a profit.

Salesforce Products We Can Customize & Configure

Ascendix experts can optimize the Salesforce solutions like Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud (aka Experience Cloud), Financial Services Cloud, App Cloud, Health Cloud, Revenue (aka Billing & CPQ) Cloud , Pardot (aka Marketing Cloud Account Engagement), and Einstein Analytics (aka Tableau CRM) to address your key business challenges.

Ascendix team just walked us through the integration process, and we felt comfortable that they 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 thought that we would probably have 50% success, but we got it to 85-90%, so everything is converted over. We felt they were very hands-on and if we needed something, we could just pick up the phone and call them. And that's set Ascendix apart from the other companies that we looked at.

Robert Sattler, Principal at CRESA New York

Our Technology Stack

Since 2001, we've been successfully using multiple Salesforce technologies like Apex code, Lightning Components, Visualforce, Heroku, and Lightning Web Components as well as technologies like Xamarin, ElasticSearch, JavaScript, Java, etc.

Maximize Salesforce Functuonality for Private Equity with Ascendix

Cut Your Bill with a Ready-Made Solution for Your Salesforce

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Ascendix Search for Salesforce

Ascendix Search is one of our AppExchange apps. We built it to simplify and enhance the general Salesforce search. With Ascendix Search you can create targeted lists of prospects or other objects without the help of a Salesforce admin and save lots of hours every week. Additional features include Export to Excel, mass record editing, and using maps and charts for searching your data.

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Salesforce for Private Equity FAQ

What Is the Best Private Equity CRM?

The world’s best private equity CRM is Salesforce, as multiple Salesforce success stories of our clients confirm. For private equity, Salesforce brings ease of deal tracking, data safety, robust client research tools, and AI-powered intelligence.

What System Challenges Can I Overcome with Salesforce Private Equity Services?

The most frequent CRM-related issues that can be addressed with our Salesforce services are:

  • Modification of clunky and non-user-friendly UI
  • Enhanced data and system security
  • Automation of manual repetitive tasks
  • Optimization of data processing and importation
  • Consolidation of multiple disintegrated systems
  • Improvement of data analyzing and activity tracking

How Much Do Salesforce Private Equity Services Cost?

At Ascendix, we will help you select the most optimal service cost option due to the several engagement models we serve our clients: onshore, offshore, and blended team structures to ensure the best quality of our services for the best price.

Make Every Penny Work with Salesforce for Private Equity

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