Delivering exceptional service is a top priority for financial institutions, especially in a member-owned model. For one national provider supporting community banks and credit unions across the U.S., outdated support channels were making it difficult to respond quickly and ...
A leading wealth management firm has spent decades helping private clients and institutions achieve their long-term financial goals. With a focus on lifetime asset management, they offer customized portfolio management services, including pension, corporate, and foundation ...
Spring is a time for growth, renewal, and fresh ideas—and the Salesforce Spring ’25 Release delivers all that and more! This season’s updates are designed to invigorate your Salesforce org, making it easier to work smarter and prepare for the months ahead. From Agentforce ...
In the pursuit of sustainability, efficiency matters as much as innovation. Our client, a leader in the renewable fuels industry, is committed to creating solutions that reduce carbon intensity in transportation and beyond. However, their growth ambitions were being ...
Managing complex projects across multiple departments can often feel like trying to juggle without a safety net. For one engineering and manufacturing organization specializing in designing and building custom equipment for the seed research industry, the challenges of ...
Providing exceptional customer service is vital for the retail grocery industry, where timely support and seamless interactions can make or break customer loyalty. A leading retail grocery chain partnered with Ascend Technologies to address critical challenges in its ...
AI isn’t just a buzzword—it’s a transformative tool that’s revolutionizing the way businesses close deals and engage with customers. For sales teams, translating raw data into real-time, actionable insights can be a challenge. Salesforce’s Einstein AI, integrated within ...
For FinTech companies managing high-stakes mortgage and lending data, access to accurate, comprehensive customer insights is essential. Our client, a leading provider of cloud-based lending and mortgage servicing solutions, manages over $2 trillion in mortgages on their ...
It may seem too soon to talk about winter, but with the Winter '25 Salesforce release arriving early, it's the perfect time to start planning for the season ahead. This release is packed with powerful new features that are set to transform your Salesforce experience long ...
Navigating the road to success requires more than just speed—it demands precision and agility. For an industry leader in developing and marketing vehicle service contracts, managing complex sales processes and tracking performance was becoming a challenging ride. Despite ...
For over four decades, a Maryland-based RV dealer has been a trusted name in the camping community, helping over 34,000 families find their perfect RV. However, as their business grew, so did the complexity of managing their inventory and sales processes. Partnering with ...
Maintaining consistent data and efficient processes is crucial for growth and success in the financial services space. Our client, a privately owned insurance carrier offering life insurance, annuity, retirement-planning, and portfolio-management solutions, faced ...
It’s time for the Summer '24 Salesforce Release to make its debut! Packed with game-changing updates, this release promises to take your Salesforce experience to new heights. Join us as we unveil our top 5 favorite features that are set to make waves this season. Let's dive ...
Trailblazers took over Chicago for Salesforce Connections 2024. Ascend Technologies had a blast making new connections, and networking with marketers and innovators, plus we hosted a happy hour reception after Day 1! Let’s dive into the TL;DR version of Connections 2024 ...
Delivering exceptional customer service is critical for manufacturers across the globe. At Ascend Technologies, we specialize in helping these organizations elevate their customer service functions using Salesforce Service Cloud. Today, we're excited to share the success ...
