Every sales team has untapped potential - but complexity, delays and manual steps get in the way. Whether it's leads sitting in queues, proposals buried in inboxes or contracts bouncing between stakeholders, these bottlenecks slow down deals and frustrate buyers.
Ascendx removes these obstacles with Salesforce-native automation. From intelligent lead distribution to real-time contract collaboration, our solutions empower reps to sell, not chase process. And because everything runs inside Salesforce, data stays aligned and compliance stays intact
Automatically route and reassign leads based on rules, SLAs, or workload to keep pipelines moving.
Generate and collaborate on quotes, proposals, and agreements - all from within Salesforce.
Eliminate handoffs and delays with automated follow-ups, approvals, and redline-ready contracts.
Purpose-built solutions that drive velocity and accuracy across every stage of the sales journey
Auto-generate branded quotes, proposals, and agreements directly from Salesforce - fast, consistent, and always compliant.
Collaborate on contracts in real time with redlining, clause libraries, and audit trails - all inside Salesforce.
Automatically assign, prioritize, and progress leads through to close with SLA-aware workflows and smart automation.
From intelligent lead routing to automated proposals and contract collaboration, these apps accelerate every stage of your Salesforce sales cycle - helping teams sell faster, close smarter, and stay compliant.
Create branded quotes, proposals, and sales documents directly from Salesforce opportunity data.
Automate approval routing and post-signature workflows for proposals, pricing, and contracts.
Collaborate on contracts inside Salesforce with real-time editing, redlining, and version control.
Automatically assign leads, opportunities, and tasks based on workload, skillset, and SLA rules.
Convert inbound sales emails into structured Salesforce records to drive fast, automated follow-up.
Replicate Salesforce sales data to analytics platforms for pipeline reporting and forecasting.
Back up all sales-related data and documents off-platform with point-in-time restore and audit trails.
Sales is just one part of the journey. See how Ascendx helps across service, data, and operations.
Automate case triage and workflows to improve speed and SLA performance
Streamline internal workflows and cross-team task management in Salesforce.
Protect Salesforce data with compliant backup, recovery, and audit trails.
Move Salesforce data in real time for analytics and AI readiness.
Deliver seamless in-person, field, and omnichannel checkout experiences.
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