Automatically assign, prioritize, and progress leads through the funnel with SLA-driven workflows that accelerate pipeline velocity and reduce manual overhead.
Your CRM has the data - but getting from first touch to closed won’t happen without intelligent automation. Manual routing, inconsistent follow-ups, and pipeline bottlenecks lead to slow deals and lost revenue. Ascendx removes the drag with Salesforce-native workflows that drive speed, consistency, and conversion across the full sales cycle.
Distribute leads based on skills, territories, workload, or SLAs - automatically and in real time Reassign when thresholds are breached, or reps are at capacity. With intelligent logic behind every assignment, you’ll keep the pipeline balanced and high-value leads moving forward without delay.
Trigger tasks, alerts, and escalations based on record changes - like lead inactivity, stage progression, or field updates. Keep teams aligned across SDRs, AEs, and post-sale by automating handoffs the moment they’re needed, without relying on manual work or Slack nudges.
Apply structured automation to key opportunity stages. Ensure the right actions, updates, and documentation happen at every point in the funnel. Sellers stay focused on moving deals forward - not managing tasks, checklists, or admin overhead.
Convert inbound emails into structured Salesforce leads with relevant data extracted automatically. Eliminate manual triage and ensure every inquiry gets assigned and followed up in real time - improving speed to contact and conversion rates.
Ensure fast, consistent follow-up on every qualified lead with automation that scales with your team.
Eliminate manual record updates and task assignments so sellers can focus on closing, not admin.
Keep your CRM data clean, current, and structured - so pipeline insights are always trustworthy.
Ascendx apps bring structure, intelligence, and automation to every phase of the lead-to-close process - fully inside Salesforce.
Assign leads and opportunities to the right reps based on custom rules, workload, and SLA thresholds.
Convert inbound sales emails into structured Salesforce leads and tasks - ready for assignment, qualification, and follow-up at speed.
Create quotes and sales documents at key funnel stages using dynamic, branded templates.
Sync Salesforce pipeline data to external analytics platforms for performance tracking and forecasting.
From first proposal to final signature, Ascendx helps remove friction across every step of the revenue lifecycle.
Collaborate in real time on contracts with version control, clause libraries, and in-Salesforce redlining.
Generate quotes, proposals, and agreements instantly using dynamic templates directly inside Salesforce.
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