Salesforce Sales Cloud Implementation and Consulting Services 

“ 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 integrate Box and Salesforce. It allows us to house an unlimited amount of data, forms, pictures, legal documents all while keeping such collateral in a folder format specific to a customer or transaction. “Box”, has also been a great tool for our marketing team to collaborate on creative content creation and communication with our agents needs in the field for specific content. The ability to integrate these types of tools has driven a lot of efficiency in our business model allowing us to do what we do best in servicing our customers. ”