Ascendant Capital
An Austin fund distribution company needed Salesforce built for their channel sales motion — territory management, selling agreements, variable commissions, Service Cloud, DocuSign, Conga, and CTI. Cloud Nerd delivered in twelve weeks.
Engagement at a glance
Salesforce Sales CloudSalesforce Service Cloud
DocuSign
Box.comResearch through production deployment
Channel Sales and RIA processes with territory management
DocuSign, Conga, Allworx CTI, Box.com, and email sync
Sales, account, service, and pipeline dashboards deployed
Ascendant Capital's fund distribution model was complex: two sales channels, enterprise territory management, selling agreements with variable commission plans tied to fund relationships, and a customer service layer needing escalation and tracking — all without a properly configured Salesforce platform.
Cloud Nerd built a full enterprise Salesforce implementation: Channel and RIA sales processes with territory assignment and approval workflows; Quote-to-Cash for selling agreements with fund relationships and variable commissions; Service Cloud with escalation rules; DocuSign for agreement signatures; Conga for PPM generation with unique tracking IDs; Allworx CTI for call logging; and Box.com for document storage.
Ascendant Capital launched with a single platform powering their entire distribution operation — territory management enforced, agreements tracked digitally, commissions calculated, cases routed properly, and leadership dashboards across both channels.
Channel and RIA sales ran as separate pipelines with different record types, territories, and account team structures — requiring careful configuration to coexist without cross-contamination in one org.
Commission rates were tied to specific fund relationships under each selling agreement — requiring custom Quote-to-Cash configuration beyond standard Opportunity tracking.
Agreements were executed on paper and PPMs were manually generated. DocuSign and Conga needed to be connected with unique compliance tracking IDs assigned to each PPM.
Cloud Nerd designed the full data architecture for both sales channels, the selling agreement model, and all integrations.
Cloud Nerd built both sales channels, the selling agreement layer, and Service Cloud case management.
Cloud Nerd connected all five integrations, built PPM generation with unique tracking IDs, and deployed to production.
Channel and RIA pipelines with territory management in one org
Selling agreements signed in DocuSign and tracked in Salesforce
Conga generating documents with unique compliance tracking IDs
Full visibility across pipeline, accounts, and service cases
What's next
Ascendant Capital is evaluating Salesforce Financial Services Cloud to add a formal wealth advisor relationship layer on top of the existing platform.
Technologies in this engagement
Salesforce Sales CloudSalesforce Service Cloud
DocuSign
Box.comReady to do this?
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