Salesforce App Development Case Study : AscendixRE for Brokers

Ascendix has been providing CRM consulting services for 25 years that allowed us to grow our expertise within many industries, especially for commercial real estate.

This solid knowledge and experience forced us to build our flagship product AscendixRE CRM with the full-fledged functionality that empowers thousands of commercial real estate brokers and helps them automate daily activities and generates more value for both their company and clients.

AscendixRE is a visually appealing, feature-rich, and simple-to-use customer relationship management software (CRM) that is tailored to the commercial real estate industry and caters to the specific needs of brokers.

At Ascendix, we wanted to gather and implement the most relevant and top-notch features for the commercial real estate industry that will meet the needs of every business.

In this Salesforce app development case study, learn how we built AscendixRE CRM for commercial mortgage banking, land, retail brokers, tenant, landlord, investment reps, and property managers to prospect, automate, track, report, and personalize the experience they provide to clients.

Wesley D. Snow,

President of Ascendix

Location

Dallas, Texas

Industry

Commercial Real Estate, Capital Markets, Wealth Management, Land Brokers

Services

AppExchange App development,
Product Development,
System Integration,
Software Product Support

Tech Stack

Salesforce Toolset, Lightning Web Components, Lightning Aura Components, JavaScript, Google Maps / OpenStreetMap API, SOQL

Challenges

Convert Salesforce CRM into a true commercial real estate CRM software

to let commercial real estate brokers have a complete overview of their business in one place and minimize customizations needed. Brokers should be able to use Sales, Lease, Properties, Listings, Availabilities, Preferences Objects to track industry-specific data with pre-built fields and workflows.

Build an efficient and easy-to-use prospecting tool

which will help brokers create call and email lists within different criteria, monitor lease expiry and move-in dates of clients, mass edit and mass update records, add notes, events, and calls simultaneously. This way, brokers will be able to improve their communications with clients, increase customer satisfaction rate, and boost deal close rates.

Create a powerful property report and flyer generation tool

that will help users to build branded PDFs in a few clicks. Also, brokers should be able to choose from built-in templates and reuse them for future brochures. Property data and images should automatically be filled in as this information will be stored in the CRM database. Once the report is generated, brokers should be able to send the PDF material to clients via email or download it for future usage instantly.

Develop efficient search and filtering tools

that will allow brokers to find properties, contacts, leads and other records with the help of multiple filtering queries to narrow down the search. Also, users should be able to select Map View and have a better understanding of properties’ location within a specifically figured area. It means that brokers and clients will have an opportunity to draw an ad-hoc figure on a map and get records with preview menus and general information about each mentioned property.

Implement the dashboard functionality for brokers and clients

that will allow them to build customizable charts and graphs. So, users should be able to build an overview of all the data stored in the centralized system in a detailed and valuable way. For example, brokers and clients will have an opportunity to build thorough charts and graphs for deals, activities, lease expirations, inquiries and other data sorted by type, date, industry, or user account.

Develop advanced stacking plan builder

Implement the opportunity to generate stacking plans and see a graphical and color-coded depiction of space utilization, availabilities, and lease expiry for each real estate property. This data should be automatically pulled in from lease and sales comps database. This way, brokers and clients will be able to get a detailed overview of the floors’ capacities and overall space utilization in percentage to stay up-to-date and accommodate the unique needs of each tenant through an efficient stack planning.

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<p>Thank you for showing your interest in Ascendix!</p>
<p>As we prepare to schedule a meeting with you, let me tell you about Ascendix in brief.</p>
<p>We are a digital transformation consultancy for real estate companies as well as established product companies and proptech startups.</p>
<p>Whether you need to assess and evolve your current software or create a new product with market fit, our team of experts is here to help.</p>
<p>We also offer consulting services to help you achieve your business goals.</p>
<p>You can learn <a href="https://ascendixtech.com/how-we-work/" target="_blank" rel="noopener">how we work here</a> and see our <a href="https://ascendixtech.com/wp-content/uploads/2023/03/Proptech-Consulting-and-Software-Development-Portfolio-Ascendix-Tech.pdf" target="_blank" rel="noopener">proptech portfolio here</a>.</p>

<p>Team, we have a new Ascendix Tech Lead.</p>

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“ 13 years ago we decided that we were going to focus our efforts in the underserved space developing subject matter expertise, as well as great tools for the commercial real estate sector and we've been doing that ever since. ”

Wes Snow, CEO at Ascendix Technologies

Technologies We Used

Solutions

Intuitive CRM for AscendixRE Salesforce App Development Case Study | Ascendix

Easy-To-Use CRM For Brokers

We build a powerful AscendixRE CRM which converts Salesforce into CRM for commercial real estate brokers. It contains pre-built objects, fields, and workflows to track Properties, Listings, Availabilities, Sales, Lease, Preferences, Capital Sources, and more. On request of our users, we customize AscendixRE and build custom functionality, offer data cleansing and migration services, and integrate it with other systems.

Powerful Prospecting for AscendixRE Salesforce App Development Case Study | Ascendix

Powerful Prospecting Tool

We built an easy-to-use and feature-rich prospecting tool for brokers. It provides such valuable features as creating call and email lists by different queries, tracking lease expirations and move-in dates, updating multiple records, adding notes, events and other activities at the same time. In such a way, brokers get a tremendous boost in the communication process with clients, offer better customer service for prospects, and close deals faster.

Report Generation Tool for AscendixRE Salesforce App Development Case Study | Ascendix

Intuitive Report Generation Tool

We created a fully-fledged brochure generation tool that allows end-users to create branded and visually-appealing PDFs in a matter of seconds. Brokers and clients can use built-in templates to generate a report and reuse it in the future. Besides, we implemented an autocomplete feature that takes property data and images from the CRM database automatically. Moreover, users can decide whether to download the created brochure or send it via email to multiple prospects.

Search and Filtering Tools for AscendixRE Salesforce App Development Case Study | Ascendix

High-Capacity Search and Filtering Tools

We developed powerful search and filtering tools that enable brokers and clients to find leads, contacts, properties, and other records through multiple criteria to narrow down the search. Users can apply different queries and open Map View to have a better understanding of a property location and availabilities within a specified area. It becomes possible through an opportunity to draw an ad-hoc figure on a map and get available records with preview menus and general information about each real estate asset.

Dashboard Functionality for AscendixRE Salesforce App Development Case Study | Ascendix

Feature-rich and Intuitive Dashboard

We pre-built reports and dashboards to equip brokers with a complete overview of their business. For instance, AscendixRE provides end-users with a possibility to create detailed graphs and charts for inquiries, lease expirations, activities, deals and sort them by user account, industry, date, type, etc. This way, the dashboard functionality is a perfect way to transform raw data into a meaningful and valuable business information for future usage.

Relationship Data Bucket for AscendixRE Salesforce App Development Case Study | Ascendix

Concentrated Relationship Data Bucket

We built the functionality which gives brokers and end-users an opportunity to store all the relationship data in one place. For example, it becomes extremely valuable while generating new lease profile, filling in the contact information and lead preferences. In such a way, brokers can save this data in the database and leverage this data to perform comprehensive conversation sessions and calls in an efficient question-and-answer format. This way, users always have important information at their fingertips to provide high-quality customer service when contacting leads and converting them into contacts and clients.

Stacking Plan Feature for AscendixRE Salesforce App Development Case Study | Ascendix

Useful Stacking Plan Feature

We implemented the functionality to generate stacking plans for a specific property. This way, brokers and clients can see a graphical and color-coded visualization of floor space utilization, availabilities, and lease expirations for each real estate asset. Besides, stacking plan content is automatically uploaded from the lease and sales comps database. This functionality becomes useful as brokers and clients can generate a detailed overview of the property floors’ capacities and general space utilization to stay always current and adjust the needs of each prospect and client with the help of stack planning.

Results

High Flexibility for AscendixRE Salesforce App Development Case Study | Ascendix

High Flexibility Out-Of-The-Box

We have completed a great scope of work dedicated to customizing the CRM platform used by JLL and integrating it with our AscendixRE product to provide the company with powerful commercial real estate functionality. This way, we fully solved the issue of poor CRM adoption for Jones Lang LaSalle and helped them integrate their real estate information that now allows their brokers to track properties, leases, sales, and other opportunities. So, our CRM consulting services helped the company increase its Dynamics 365 CRM adoption by six times.

Improved Customer Service

AscendixRE provides a wide range of valuable and helpful features for brokers that operate in the real estate industry. 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 productivity of brokers when contacting prospects and clients. Besides, AscendixRE allows to store all relationship data in one bucket and perform more meaningful and precise conversation sessions with leads in a question-and-answer format which greatly boosts customer satisfaction and service you provide.

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. We will answer your questions, help with any customizations, train your internal team to use the platform efficiently and easily, and generally support your business during the trial period and afterward. Moreover, our concierge and IT support teams will help you with data import and cleansing, system integration, and AscendixRE customization.

“ I was using a combination of excel and outlook for CRM, a system that was time consuming and not very effective. On the urging of my colleagues I decided to give Ascendix a try. I kept kicking the can down the road unwilling to have to deal with the headaches of switching over to a new way of working. What a difference! The overall experience from migrating my hodge-podge of data from my excel sheets, implementation, training and troubleshooting any issues which are caused by my own ignorance has been extremely positive. The customer service has been exceptional, I could not ask for more. Ascendix has made me more organized, efficient which has caused me to have a new focus on my new business development. ”

Hal Penchan, Altschuler and Company

Watch AscendixRE Demo

In this video we showcase AscendixRE and explain how it solves everyday tasks of commercial real estate brokers:

What Is Proptech and How It Changed the Real Estate Industry