Expert Guide to Salesforce Implementation in 2024
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Expert Guide to Salesforce Implementation in 2024
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AscendixRE CRM

Commercial Real Estate CRM on top of Salesforce
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Advanced Search & Productivity App for Salesforce users
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CRM for Capital Markets
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Document Generation Software for Salesforce users
AscendixRE Land

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MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Salesforce for Private Equity: Consulting & Development Services

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

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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 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 ABP Capital and Innovative Capital. This invaluable experience coupled with our technical background well positions us to implement, migrate, customize, and develop Salesforce solutions for private equity success.

They Trust Us

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

Why Choose Ascendix

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

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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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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. 20+ 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.

End to End Salesforce Implementation

We can handle your entire Salesforce for private equity project from beginning to end. We do the research, planning, and execution: from discovery and implementation planning to development and testing. And all this is done with your business vision in mind and our proven agile delivery methodology at hand.

System Integration

We will integrate your Salesforce solution with third-party systems like ERP, payment processing systems, social media, etc, via REST/SOAP API web services, default tools like Files Connect or custom coding, and any custom systems that matter for you. Our CRM team will also aid in syndicating several disparate CRM systems into one platform.

Salesforce Migration

Your current system does not fuel your business growth anymore? Upgrade to Salesforce for private equity! Whether you are on an alternative CRM or another Salesforce Org, we’ll make sure your records have been reformatted, scrubbed, migrated, and synchronized with a new platform flawlessly, with no system downtime and no data loss.

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.

Salesforce Support and Administration

Administration doesn't need to be in-house. Our CRM Concierge services team will guide you through all the necessary system upgrades and updates, troubleshooting, and maintenance so you can rest assured of your system health.

End to End Salesforce Implementation

We can handle your entire Salesforce for private equity project from beginning to end. We do the research, planning, and execution: from discovery and implementation planning to development and testing. And all this is done with your business vision in mind and our proven agile delivery methodology at hand.

System Integration

We will integrate your Salesforce solution with third-party systems like ERP, payment processing systems, social media, etc, via REST/SOAP API web services, default tools like Files Connect or custom coding, and any custom systems that matter for you. Our CRM team will also aid in syndicating several disparate CRM systems into one platform.

Salesforce Migration

Your current system does not fuel your business growth anymore? Upgrade to Salesforce for private equity! Whether you are on an alternative CRM or another Salesforce Org, we’ll make sure your records have been reformatted, scrubbed, migrated, and synchronized with a new platform flawlessly, with no system downtime and no data loss.

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.

Salesforce Support and Administration

Administration doesn't need to be in-house. Our CRM Concierge services team will guide you through all the necessary system upgrades and updates, troubleshooting, and maintenance so you can rest assured of your system health.

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 Customization

Your CRM platform should match your business processes, not the other way around. Our developers can add new objects, interfaces, plugins, form scripts, workflows, dashboards, reports, fields, tabs, validation rules, or any other custom functuonality to make sure your Salesforce for capital markets is 100% aligned with your workflow.

Custom Dashboards and Reporting

We can build custom reporting functionality and dashboards to enable continuous visibility into your client engagement, ROI predictability, staff performance, and investment flow. With these insights, you can make data-informed decisions, whether you're executing M&A, capital raising, or corporate restructuring.

Custom AppExchange Development

Our team of Salesforce experts can help you create custom-branded AppExchange apps to address your specific business needs, by leveraging our extensive knowledge of Salesforce customization and expansion with Apex, Visualforce, Lightning, and other tech tools. We can also review the code to uncover the vulnerabilities in your existing solutions.

Salesforce Customization

Your CRM platform should match your business processes, not the other way around. Our developers can add new objects, interfaces, plugins, form scripts, workflows, dashboards, reports, fields, tabs, validation rules, or any other custom functuonality to make sure your Salesforce for capital markets is 100% aligned with your workflow.

Custom Dashboards and Reporting

We can build custom reporting functionality and dashboards to enable continuous visibility into your client engagement, ROI predictability, staff performance, and investment flow. With these insights, you can make data-informed decisions, whether you're executing M&A, capital raising, or corporate restructuring.

Custom AppExchange Development

Our team of Salesforce experts can help you create custom-branded AppExchange apps to address your specific business needs, by leveraging our extensive knowledge of Salesforce customization and expansion with Apex, Visualforce, Lightning, and other tech tools. We can also review the code to uncover the vulnerabilities in your existing solutions.

Salesforce Products We Can Customize & Configure

Ascendix experts can optimize the Salesforce solutions like Sales Cloud, Community (aka Experience Cloud) , Pardot (aka Marketing Cloud Account Engagement), Service Cloud, Einstein Analytics (aka CRM Analytics), and Nonprofit Cloud 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

Maximize Salesforce Functuonality for Private Equity with Ascendix

Talk to Our Experts

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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