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
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Ascendix Composer

Document Generation Software for Salesforce users
AscendixRE Land

CRM for Land Brokers
MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Salesforce for Venture Capital

Make data-driven investments to grow your portfolio companies with Salesforce for venture capital.

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We know how challenging dealmaking in venture capital can be. From the initial due diligence to the long-awaited deal closure, whether it is IPO, M&A, or shares buyback, investors need to spend years if not decades to get desirable ROI. And if a tiny detail from a year or two ago slips your attention, your profits may become next to none.

That is why our top clients like Innovative Capital and ABP Capital choose Salesforce, the world’s best CRM system for venture capital. With Salesforce, venture investors easily keep track of the whole deal cycle, collaborate across teams, automate tasks, and source better opportunities. All you need is an expert touch of Salesforce venture capital consultants who’d tailor your system to your needs.

At Ascendix, we deliver this at scale. 10 years of successful partnership with Salesforce and our comprehensive technical background position us as the right leader to maximize your Salesforce venture capital output by taking over your Salesforce implementation, migration, customization, or development projects.

 

They Trust Our Salesforce Capital Markets Experts

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

Why Choose Ascendix

Stop Chasing Down Data – Let Salesforce Do the Work

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Why Is Salesforce the Best CRM System for Venture Capital?

Complete Management of Long-Term Deals

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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AI-Powered Research Tools for More Fruitful Deals

Highlight relevant startups across the web and conduct thorough due diligence with an AI-based research tool to surface prospects and discover unanticipated relationships.

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Extensive Collaboration Tools Across Teams

Unify your team’s collective network with shared access to all interactions with clients, from the first point of contact to deal closure. This will eliminate task overlaps and information duplication.

Detailed Reports and Analytics

Detailed Reports for Data-Driven Investments

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

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Automation of Time-Consuming Tasks

No investor should have to spend half their week manually matching accounts with opportunities, scheduling follow-up calls, and calculating ROI. Let Salesforce for venture capital do the work.

Account Management and Tracking

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 venture capital data.

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Stay Productive On the Go

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

We Consult Venture Investors on How to Multiply Success in VC with Salesforce CRM

VC CRM should reflect your business processes, not the other way around, right? As a Salesforce Crest Consulting Partner, Ascendix boosts your system performance through a full spectrum of Salesforce services, from end-to-end system implementation to educating your users about the best ways to leverage Salesforce for venture capital.

End to End Salesforce Implementation

We can handle your entire Salesforce venture capital 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.

Migration to Salesforce

Your current system does not fuel your business growth anymore? Upgrade to Salesforce for venture capitals! Whether you are on an alternative CRM or another Salesforce Org, we’ll make sure your records have been reformatted, mapped, 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 dealmaking, marketing and service 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 venture capital 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.

Migration to Salesforce

Your current system does not fuel your business growth anymore? Upgrade to Salesforce for venture capitals! Whether you are on an alternative CRM or another Salesforce Org, we’ll make sure your records have been reformatted, mapped, 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 dealmaking, marketing and service 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.

Build Custom Portal for Venture Capital

Hire Ascendix

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 we step in: we can tune your Salesforce to address the unique challenges of venture capital investors, from time-consuming due diligence of portfolio companies to executing a growth plan for your target startups.

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 for any stage of your dealmaking process.

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 for any stage of your dealmaking process.

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, Service Cloud, Marketing Cloud, Community (aka Experience Cloud), Revenue (aka Billing & CPQ) Cloud , Pardot (aka Marketing Cloud Account Engagement), and Einstein Analytics (aka CRM Analytics) to address your key business challenges.

“ We needed immediate help with developing a major functionality for our core Salesforce solution. 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. ”

Roel Waals, Founder and Head of Product, M |ployee

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.

Download Our Portfolio of Consulting Projects

Looking for a solution to your venture capital challenge? You don't need to reinvent the wheel - just look at what we have already delivered to our clients. Maybe you'll find your answer there.

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Improve Your Salesforce with a Ready-Made Solution

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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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Ascendix Search app interface laptop

“ Adding Ascendix Search to Salesforce is the equivalent of providing your CRM a brain. It can take the data you have curated and churn out call lists, e-mail campaigns and follow-up protocols which will only underscore the value of your CRM. It is super user-friendly, and the Ascendix Team is always there to help get you on the right track. It is without a doubt the most valuable component to my CRM. ”

Michael Branton

Salesforce Venture Capital FAQ

What Is the Best Venture Capital CRM Software?

The best venture capital CRM software is Salesforce. It allows investors to manage the entire deal lifecycle and automate the due diligence process, execution of sensitive M&A deals, and corporate restructuring with 100% visibility into client interactions from anywhere. Salesforce’s efficiency for VC dealmaking has been proven by multiple Salesforce success stories of our clients.

What System Challenges Can I Overcome with Salesforce Venture Capital Services?

The most frequent CRM-related issues that can be addressed with our Salesforce venture capital 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 analysis and activity tracking

Want to Leverage Salesforce to Its Fullest?

Choose Ascendix as your Salesforce venture capital consultant and initiate your business evolution with the world's best CRM for venture capital.

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