Why Salesforce for Commercial Real Estate: Tools Review [Webinar Recording]

Ascendix CEO Wes Snow invited Toby Wells, Chief Information Officer at Savills Ireland to discuss how Salesforce can be used for commercial real estate companies and what tools are available for brokers.

Watch the webinar recording to learn:

  • Who can benefit from commercial real estate technology?
  • Why Salesforce as a commercial real estate CRM
  • Why Savills Ireland chose Salesforce as their CRM provider and what they learned from it
  • What Salesforce-based commercial real estate tools are available on the market and many more!

Download Webinar Slide Deck

Presenters

Wes Snow, CEO and President at Ascendix Technologies

Wes Snow, Co-Founder & President at Ascendix Technologies

Wes entered the Duke Long’s Top 150 Commercial Real Estate People list as a recognized commercial real estate technology leader in 2017, 2018, 2019. He is a frequent guest of podcasts, webinars, and various conferences where he shares his tips and best practices on CRM, modern technologies, and his experience with offshore development.

Toby Wells-modified 166x166

Toby Wells, Chief Information Officer at Savills Ireland

Toby has 25 years’ experience in IT service delivery & management across the UK and Ireland. He is an experienced technical lead with a demonstrated history of working in professional services, real estate, and media businesses.

Ready to Start Using Salesforce for Your Brokerage?

You are in the right place! We at Ascendix specialize in Salesforce consulting services for commercial real estate companies. Depending on your needs, you can select our ready-to-use AscendixRE product or we'll help you customize Salesforce to meet your unique needs.

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Brokers about Ascendix

Hunter Kennedy
Source Energy Partners, LLC

Ascendix offered a real estate geared CRM − AscendixRE and created a custom Salesforce environment for us that integrated customer relationship and project management. Ascendix took all of the framework from our previous CRM and our previous project management tools, consulted with us on streamlined ways to improve, and integrated the best components of each system into AscendixRE on top of the Salesforce platform. Ascendix built something unique for us. They took the foundation elements of their highly successful product but applied it to our business (which has many stark contrasts to real estate) in very effective ways.

Brett Visintainer
Principal, Visintainer Group

It is the first time in six years I can access my data the way I envisioned. I started off looking for a software that would fit my vision about six years ago and didn’t feel anything worked, so I hired programmers to build my own. I quickly realized that I needed to give my agents something more reliable, and from a business standpoint – much cheaper. I looked at my options and was impressed by the selling points of Apto only to find out they could not do what I needed. That is what I found Ascendix – they were willing to put the time into customizing, finding a solution, and not just telling me I had to work in their box since so many others do.

Zachary F. Weiss
Managing Partner, SAB Capital

Ascendix developed a fantastic platform that has significantly improved the way our agents interface with clients.
We hired Ascendix to help us design a proprietary CRM system built on top of Salesforce. For the most part, we interfaced with Chris Petersen, who was beyond accommodating and quick to understand our needs. Occasionally she would include her development team on calls to go over product design, but she always led. I very much appreciated having a single point of contact to cut down on confusion and maintain accountability to timelines. Everything the team did was impressive. From top-notch communication to AscendixRE development.

Brandon Vandermyde
Senior Vice President, NAI Excel

AscendixRE has given me the ability to create follow-up reminders to reach out to former clients has been invaluable. I have been able to use that same dashboard to let me know which deals I have not been paid for. It reminds me every time I pull up my dashboards, which means I don’t let my hard-earned commissions slip through the cracks by forgetting to follow up with landlords who still owe.

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