AscendixRE Concierge Service Introduction...Concierge service is included to AscendixRE Enterprise...
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AscendixRE Concierge Service Introduction
Transcript of AscendixRE Concierge Service Introduction...Concierge service is included to AscendixRE Enterprise...
AscendixRE ConciergeService Introduction
Focus on high-value activities, remove mundane tasks from your to-do list, and prioritize your time without losing any essential data with AscendixRE Enterprise Concierge Service.
We know you always have much to do, and we are ready to help!
Why Our Concierge Service?
• Free-up your team and yourself to reach even higher results
• Stay productive, focused, and happy by delegating routine activities to Concierge
• Sell more without extending your team
• Spend less time in the apps and more time making money
• Keep your database and calendar clean and accurate
• Never lose important business information
AscendixRE Concierge Service Introduction
Concierge service is included to AscendixRE Enterprise plan!
CRM Data Entry
• If you have a meeting and want us to capture new contacts you made, call or email us when you’re busy and we’ll enter that information for you in Salesforce
• If you’ve taken some property photos, vacant space images, or blueprints, we can upload those
Data Load Help
If you have some bulk data in a spreadsheet, we can import it on your behalf (this might require further collaboration).
Schedule Assistance
We can schedule follow up tasks or appointments
Reports Creation
We can create reports within Ascendix Search or Composer that you can run on an as-needed basis.
Examples of How Our Concierge Team Can Help
White Glove Concierge Service
Once you are enrolled to the AscendixRE Enterprise plan, you can send us an email or leave a voicemail to make your tasks done:
Learn More
How To Delegate Tasks to Ascendix Concierge Team
To Reach us via Email:
• Email us at: [email protected]• Provide your Org ID (Where do I find my Org ID?)• Provide your full name and email (or include it in your email signature)• Grant Ascendix Access to your Salesforce (How do I do this?)• Indicate if you are the system admin for Salesforce on behalf of your organization• Clearly request what you would like the concierge team to accomplish, providing a
deadline if necessary
To Reach us via Voicemail:
• Call us at: 1-888-FIND-CRM Press prompt # 5• Provide your Company name and your full name and email and/or phone number• Confirm you have already granted access to your Salesforce• Clearly request what you would like the concierge team to accomplish, providing a
deadline if necessary
Please note that the Concierge team is NOT a support desk.
For any issues pertaining to errors or support related questions, please direct to [email protected]
