AscendixRE CRM is built on top of Salesforce CRM, so to access AscendixRE after you’ve started a trial or become a customer you can use https://login.salesforce.com/ and sign-in with the credentials either we’ve provided at signup or your admin has provided.
This will vary from person to person, but to get the most out of it, make sure you have a meeting scheduled with one of the members of the Client Success Team. They’ll take 30-45 minutes to hear some of your goals and business processes and then walk you through how to apply them in Ascendix.
After that, adding your own data is the next best thing. Although we have supplied the trial with some sample, staged data, it always makes sense when you see your own info in there. It’s what makes things ‘click.’
At a minimum, Accounts/Companies and Contacts. You can either manually add them, or we can add a sample for you, as long as they are provided in an Excel spreadsheet. It doesn’t matter where the data came from as long as it’s in a spreadsheet format.
Additional data, such as Properties, Listings, Leases, you can add manually to get a sense of how the information gets connected.
The main goal is to see if the daily use cases of working with data through the system supports your needs.
Once you are a client and on-boarded, we can assist you in importing the rest of your data into Ascendix.
Yes, a total of 5 users can have access to the trial, so you can bring on 4 other users. Click here to view instructions on how to add additional users.
The entire database is all open, from a data perspective. Everyone can see everything, except for Deals. Deals are private to the individual who created that record. If you would like Deals to be open as well, please let us know.
Your trial is 30 days, and although that might seem like a long time, it quickly elapses. We suggest logging in at least 3 times a week, to get a sense of how all the information flows, and to give yourself a chance to form questions.
How to Add Multiple Users to Your Salesforce Account
If you are the first user of AscendixRE, you are also the Admin for the account. If you would like to bring additional colleagues on board to use AscendixRE as well, you will need to add them to your account.
*As a trial customer, you can add 4 other users (total 5, including yourself) during your trial period. Follow the instructions below to add new trial users.
*If you are an existing customer, you will need to submit your request to us in an email, indicating how many users you would like to add. Once the licenses have been ordered through Salesforce, you’ll be able to follow the instructions below to add the new users.
1. Click on the gears icon to expand the “Set Up” menu from the top right of your screen. Select “Set Up Home”.
2. From the left navigation bar, under ADMINISTRATION, expand “Users”, then click on Users below.
3. Click on “New User” button.
4. Enter user’s First Name, Last Name, Email and Username (The Username can be the same as the Email address UNLESS that username is used in another Salesforce instance. Each Username must be unique to each Salesforce instance).
5. User License: Select “Salesforce Platform”. Profile: Select “AscendixRE Standard User.”
6. Save the user record. This should send an automated email to your user. They are now ready to log into Salesforce and set their own password.
The ability to Search/Report data within CRM is often a complicated and time-consuming process. For a busy professional, this is simply unacceptable. Time is valuable after all.
We have developed a tool that ﬂattens out the database making a complex, multifaceted search easy. Allowing users to quickly create a “What If Analysis” (The process of changing the values in cells to see how those changes will aﬀect the outcome), generate reports and interactive insights panel.
Combined with the ability to add/remove columns in searches to give the user a greater ability not only see what’s relevant to them, but also update/edit records through the handy Preview Panel feature. Eliminating the back and forth currently required to update records from reports in CRM.
Yes. Since we are on the Salesforce platform, we leverage the existing Salesforce app. From any smartphone or tablet, you can go to the Google Play or Apple App store, and search for Salesforce. If there are multiple apps that match that name, it’s the app with the blue cloud.
Install it, and use your Ascendix username and password to access.
The deal is your pipeline to track a transaction that will likely occur. It tracks a revenue-generating event. If you’re diligent in adding deals, it gives you a good perspective of what’s due to close, when and for how much. WHEN you create a deal is highly subjective.
As a Tenant Rep, you could create a deal when you have an LOI. You can then track the multiple properties your client (The company you are representing to lease a space), is touring. Eventually when one Property is selected and the lease terms are all entered on the deal, closing the deal will auto-create a Lease comp for that Account (tenant) in that Property.
As a Landlord Rep, you would create a deal once you have a Suite that is getting serious intent for being leased. Once you capture the Tenant info, and lease terms, closing the deal will auto-create a Lease comp for that Account (tenant) in that Property.
It’s expected to have multiple deals connected to your lease listing if it’s a multi-tenant building.
As a Buyer Rep, you could create a deal when you have an LOI. You can then track the multiple properties your client (The account or contact you are representing to purchase a building), is touring. Eventually when one Property is selected and the sale terms are all entered on the deal, closing the deal will auto-create a Sale comp for that Property.
As a Seller Rep, you would create a deal once you have a short list of buyers. You can track the prospective buyers, their level of interest, and qualification. Ultimately, when one buyer stands out and the sale and closing terms are captured, closing the deal will auto-create a Sale comp for that Property.
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