Ascendix Search app powers Salesforce search and makes it simple. Search for records using multiple search criteria, related objects, new search operators, NOT IN, AND, OR conditions, maps, and charts. Mass update, follow, export to Excel, and more! The app will let you perform multi-criteria, multi-object searches by simply entering required values and selecting search operators.
Video Overview
Features
- Add multiple notes, schedule calls, events and send mass emails.
- Export records from Salesforce to Excel.
- Search and analyze data using charts and maps.
- Generate reports and send them via email.
- Personalize list views for each user.
- Locate your Salesforce list to map.
- Automatically generate your call list.
- Identify prospects that require your attention.
- Quickly create your activity reports, see your future tasks.
Target Market
- Brokers
- Sales Reps
- Recruitment Agencies
- Marketers
- Admins
Pricing
The cost of Ascendix Search is dependant on the number of named users per month
- Starts at $15/month/user
- Free trial available
Product Overview
Related Products
User Reviews of Ascendix Search
Write a Review
Ascendix Search allows us to keep our data from being static and now utilized the way I always envisioned. The mapping system, tracking, and simplicity of how to use it makes our jobs much easier.
We have been using the Ascendix Seach tool for about 3 or 4 months. It has been a process trying to input all of the data into the system since we had so many duplicates and some outdated information. Now that we have uploaded all of the information, however, the search tool has been an absolute breeze. We showed it to our brokers and analysts and they picked it up instantly with no further explanation. The most useful tool has definitely been the filtering function for capital sources and then exporting those lists to Excel. It is great to get a long list of sources in just a few clicks. This has increased the speed of generating a sourcing sheet and has added some sources that we would not have thought of immediately. We absolutely love this search tool and highly recommend it to any commercial real estate firm.
This app fills a much-needed gap in Salesforce Search & List Views - the ability to apply more granular filters, cross-object relationships - and game-changing features such as maps and charts. Not only has Ascendix helped us along the way with getting the app and up and running- they actively listen to our feedback and have made the product better based on the needs of our organization. If you are looking to bridge the gap between List Views & Reports - this is the app for you.
Can’t imagine what I would have had to pay an independent consultant to do everything you guys did. Very complex data import of thousands of records and relationships was handled quickly and professionally. All this for a solo shop like me is amazing. No waiting around a day or two for a reply email, etc. Entire team was on it from start to finish. Very happy!
