Ascendix Search is an advanced search solution designed to provide a quicker, smoother, and more dynamic search experience within Salesforce. It allows users to search on the map, use graphs, filter results by custom criteria, and perform mass email actions without leaving Salesforce. Ascendix Search is built to address the challenges of navigating extensive datasets in Salesforce, making data management more effective and productive.

Features

• Powerful Data Search: Filter and search Salesforce data using various criteria not available out-of-the-box. Customize search results with data from related objects.
• Map Search: Perform searches using a map to locate Salesforce records. Visualize data geographically and plan meetings and campaigns.
• Bulk Actions: Update and edit any Salesforce objects in bulk. Add multiple notes, schedule calls and events, and send mass emails.
• Easy Export to Excel: Export records from Salesforce to Excel with a few clicks. Manage export limits and permissions.
• Search by Charts: Visualize search results with charts and graphs. Filter results by interacting with these visual elements.
• Reports: Generate reports by pulling Salesforce data and images. Create activity reports and track future tasks.
• Saved Searches: Save and share lists with your team. Lists are automatically updated based on set criteria.
• Prospecting Tools: Automatically generate lists of prospects to follow up. Identify and prioritize prospects that require attention.
• Create Salesforce Related Lists: Organize data into related lists using Ascendix Search. Customize and share these lists easily.
• Draw Geometric Shapes to Search: Search for records by drawing geometric shapes on a map. Perform radius searches and measure distances between objects.

Benefits

• Enhanced Efficiency: Save time by quickly locating information and performing bulk actions.
• Improved Data Management: Keep Salesforce data clean and organized with advanced search and filtering options.
• Better Decision-Making: Gain insights from visualized data and customized reports.
• Increased Productivity: Automate repetitive tasks and streamline workflows.
• User-Friendly Interface: Easy to use with minimal training required.