Nov 25, 2022
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Completed
Ascendix Search App Development for Salesforce Users
$50,000+
7-12 months
United States, Dallas, TX
10+
Service categories
Domain focus
Other
Real Estate
Challenge
1. Build effective search and filtering systems > let brokers have a complete overview of their business and minimize customizations needed
2. Develop geo mapping feature > help users create call and email lists in different criteria, monitor lease expiry and move-in dates of clients, and more.
3. Implement a dashboard with charts and graphs > allow users to convert the search results into detailed graphs and charts to get better data insights.
4. Build the Salesforce-related list generation tool > allows brokers to generate lists that include data from multiple SF objects.
5. Create an easy-to-use SF data export/import tool > add ability to export SF data to xls or CSV formats.
6. Develop a mass edit, email, follow, and unfollow feature.
1. Build effective search and filtering systems > let brokers have a complete overview of their business and minimize customizations needed
2. Develop geo mapping feature > help users create call and email lists in different criteria, monitor lease expiry and move-in dates of clients, and more.
3. Implement a dashboard with charts and graphs > allow users to convert the search results into detailed graphs and charts to get better data insights.
4. Build the Salesforce-related list generation tool > allows brokers to generate lists that include data from multiple SF objects.
5. Create an easy-to-use SF data export/import tool > add ability to export SF data to xls or CSV formats.
6. Develop a mass edit, email, follow, and unfollow feature.
Solution
1. Powerful and Intuitive Search and Filtering Tools.
2. Advanced Geo Mapping Tool.
3. Insightful Charts and Graphs for Salesforce Data.
4. Simple and Fast Related List Generation Tool.
5. Easy Salesforce Data Export.
6. Effective Mass Email Tool.
1. Powerful and Intuitive Search and Filtering Tools.
2. Advanced Geo Mapping Tool.
3. Insightful Charts and Graphs for Salesforce Data.
4. Simple and Fast Related List Generation Tool.
5. Easy Salesforce Data Export.
6. Effective Mass Email Tool.
Results
1. High Flexibility Out-Of-The-Box. We have completed a great scope of work dedicated to customizing the CRM platform and integrating it with our AscendixRE product to provide the company with powerful commercial real estate functionality.
2. Improved Customer Service. A 360-degree property overview with an ability to store and track leases and availabilities, display multiple properties on a map, generate PDF stacking plans, and keep all needed information in one place increases the brokers' productivity.
3. White Glove Concierge and Support. Our CRM consultants, implementation engineers, and IT support teams will help you successfully and effortlessly perform the onboarding process to adopt AscendixRE and get down the road with your daily activities.
1. High Flexibility Out-Of-The-Box. We have completed a great scope of work dedicated to customizing the CRM platform and integrating it with our AscendixRE product to provide the company with powerful commercial real estate functionality.
2. Improved Customer Service. A 360-degree property overview with an ability to store and track leases and availabilities, display multiple properties on a map, generate PDF stacking plans, and keep all needed information in one place increases the brokers' productivity.
3. White Glove Concierge and Support. Our CRM consultants, implementation engineers, and IT support teams will help you successfully and effortlessly perform the onboarding process to adopt AscendixRE and get down the road with your daily activities.