Name: AscendixRE
Author: Ascendix Technologies

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Beta Testing

Feature Management

Functional Testing

PHP Frameworks

Virtual Reality

Development

Online Proctoring Software

Virtual Classroom

Education

Business Intelligence (BI)

Calendar

Collaboration

Demand Planning

Document Generation

Emissions Management

Intellectual Property (IP) Management

Whistleblowing

Enterprise

Accounting

Accounts Payable

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Network Behavior Analysis

Network Performance Monitoring

Open-Source Database

Scale-Out Storage

Storage as a Service (STaaS)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Employee Advocacy

Market Research

Marketing Attribution

Marketing Automation

Press Release Management

Product Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Incentive Compensation Management

eCommerce Analytics

Sales

Cloud Security Posture Management

Security

Aviation

Church Management

Equation Editors

Financial Services CRM

Internet of Medical Things

Physical Therapy

Revenue Cycle Management (RCM)

eDiscovery

Vertical-Specific

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Efficiency Boost: Many users have found AscendixRE to be a great tool for tracking all data for listings in the commercial real estate industry. The system's user-friendly interface allows realtors to complete their tasks quickly and efficiently, saving them time and increasing productivity.

Customization Options: Users appreciate the unlimited customization options offered by AscendixRE. This allows them to tailor the platform to their specific needs, effectively managing their daily activities and deal flow.

Excellent Support Team: The incredible responsiveness of AscendixRE's support team has impressed many users. They mention that the support provided by Peterson was particularly outstanding. Even before purchasing the product, users found the support team, including Wes, helpful in ensuring a smooth import of their data. The first-class customer service exceeded expectations for a software company.

Difficult to use: Some users have found it challenging to navigate and utilize the stools, which has been their only issue with the product.

Steep learning curve: Many reviewers have mentioned that Salesforce requires a significant time investment to learn, making it difficult for new users without prior knowledge of the platform to make changes or updates to contacts or leases. They also feel overwhelmed by the abundance of features that are not used, leading to further complexity.

Limited functionality without upgrade: Users express dissatisfaction with the fact that the stacking plans option is not available unless you upgrade, limiting their ability to effectively manage accounts and properties. This restriction hampers their productivity and prevents them from fully utilizing all aspects of the software.

Users of this software have found it invaluable for managing and organizing their marketing efforts and listings. With the ability to track all marketing activities and listing expiration dates, users can ensure they are staying on top of their campaigns and listings, resulting in better management and organization overall. The software also offers a secure and reliable platform for storing client information, giving users peace of mind knowing that their valuable data is safely protected. By having detailed client profiles at their fingertips, users are able to tailor their sales process according to individual client needs, enhancing the effectiveness of their sales strategies. This level of customization has proven to be highly valuable in boosting sales performance.

In addition to its marketing and sales capabilities, this software serves as a comprehensive solution for data management, prospecting, and invoicing. Users can streamline these essential tasks within a single platform, eliminating the need for multiple tools or systems. By implementing this software as their new CRM, users have experienced significant improvements in efficiency, leading to increased productivity. The ability to track deal flow and analyze performance has been particularly valuable, as it allows users to identify successful strategies and areas for improvement. As a result of using this software, users have reported more meetings, increased activity, and a larger sales pipeline. The tangible benefits of these outcomes cannot be understated.

Furthermore, users appreciate the convenience and organization provided by this software. They can centralize their contacts, lease comps, and market deals within the platform, creating a central repository for critical business information. This eliminates the hassle of searching through multiple sources or platforms to find important data. The intuitive interface and user-friendly design make it easy for users to navigate and access the information they need quickly. Overall, this software has proven to be an indispensable tool for businesses looking to optimize their marketing efforts, enhance their sales strategies, and improve overall operational efficiency.

Free Forever

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AscendixRE

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Ascendix Technologies

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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AscendixRE

Overview

What is AscendixRE?