Case Study: Hanna Langholz Wilson Ellis achieves CRM consolidation and higher adoption with AscendixRE

Hanna Commercial - Customer Case Study

Hanna Langholz Wilson Ellis, the commercial division of Howard Hanna, needed to replace several different CRM systems used across its offices in Pittsburgh, Cleveland, Buffalo, Rochester, Syracuse, Albany, and Lehigh Valley. The fragmented setup created inconsistent workflows, difficult data migration, and limited visibility across markets. The firm turned to AscendixRE and its AscendixRE CRM for Salesforce, along with the Ascendix Search app, to support the consolidation effort.

AscendixRE helped Hanna Langholz Wilson Ellis streamline the rollout by focusing on core functions like Contacts, Companies, Tasks, Groups, Deals, and Outlook synchronization, while limiting unnecessary features to improve adoption. The result was a shared database across multiple offices and markets, better information sharing, and higher user adoption than expected. Since go-live, AscendixRE has continued to support the team with new features and follow-up assistance, helping Hanna Commercial get more value from its unified CRM environment.

Hanna Langholz Wilson Ellis

David Noble

Vice President of Market Research