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Blog Category // Salesforce Case Study

Building a Unified Customer Profile with Salesforce and ServiceNow

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 ...

Automotive Warranty Dealer is Revving Up Their Strategy with Salesforce

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 ...

RV Dealer Hits the Road to Success with Ascend

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 ...

Insurance Carrier Thrives with Agent Portal

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 ...

Manufacturer Delivers on Customer Service Experience with Salesforce Service Cloud

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 ...

Transportation Company Enhances Customer Experience

At Ascend Technologies, we're thrilled to spotlight the success story of a transportation company specializing in final-mile delivery logistics solutions. Partnering together, we enabled a direct line of communication between our client and their customers.

Salesforce Client Success Story: Koltin Consulting Group, Inc.

About Koltin Consulting Group, Inc. Koltin Consulting Group, Inc. (KCG) is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers & ...

Transportation Tech Company Streamlines Sales Process

Salesforce Client Success Story: Hirsh Industries LLC

Ascend Supports Future Innovation with FSC Migration

In an era where innovation drives the financial industry forward, a Midwest credit union recognized the need to modernize its operations. To adapt to the changing landscape of the financial industry, they partnered with Ascend to choose Salesforce Financial Services Cloud ...

Revolutionizing Efficiency with Financial Services Cloud

In the dynamic world of insurance, one innovative insurance brokerage decided to rewrite the rulebook. Faced with challenges that jeopardized efficiency and growth, this forward-thinking organization embarked on a transformative journey. Their mission? To not only resolve ...

Unlocking Success with Salesforce Sales Cloud

Managing leads and opportunities in the pipeline is a crucial aspect of the financial services industry. However, banks often encounter challenges such as the lack of a comprehensive 360-degree view of their customers, inadequate processes for managing client relationships, ...

Transforming Insurance with Salesforce Marketing Cloud

In today's technology-centered environment, it's essential to have a robust and efficient marketing strategy to stay ahead of the curve. Insurance carriers are no exception to this rule. To reduce costs and consolidate services, Ascend was approached by Salesforce to assist ...

Salesforce Optimization: Improving Manufacturing Processes

In today's dynamic business landscape, countless companies are unknowingly leaving a goldmine of untapped potential within their Salesforce platforms. Is your organization one of them? Imagine the possibilities and growth opportunities awaiting you once you harness the full ...

Salesforce Consulting Case Study: The Stelter Company