SalesPage DataCenter for Managing Data

SalesPage DataCenter for Managing Data

A targeted sales data management solution for investment management companies that simplifies consolidating sales and entity data, managing territories, reporting sales and displaying this data in other systems.

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SalesPage Financial for Managing Relationships

SalesPage Financial for Managing Relationships

A turnkey data management, sales reporting and CRM solution that delivers the information that helps you connect with clients, whether you sell to intermediaries, institutions, or directly to investors.

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In the Cloud or Not: SalesPage Your Way

In the Cloud or Not: SalesPage Your Way

Choose an on‑demand, hosted solution to be up and running rapidly, with minimal cost. Or implement SalesPage as part of your managed network. Either way, you get a proven solution designed for the investment management industry.

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left-quote SalesPage was simply the best choice... right-quote

Thomas O’Donnell, Vice President, Strategic Marketing/eBusiness, Virtus Investment Partners

Industry Associations

NICSA Logo

SalesPage is a long-standing national corporate member of NICSA.

Mutual Fund Education Alliance

SalesPage is a corporate partner of MFEA.

On Course Advisors

SalesPage is a partner of CRM Forum, a biannual forum facilitated by On Course Advisors, a CRM advisory firm.

From The Blog

Java: Freshening Up Your Coffee Makes It Better

It’s always a good idea to have the current version of Java installed. If you haven’t already done so, consider upgrading now, to be sure that your SalesPage application (and other software you run) can take full advantage of the improvements included in the newest Java release.

Marketing and Segmentation and Sales! Oh My!

What’s trending in the asset management industry this quarter? Marketing system integration, segmentation, and, of course, sales! Based on the conferences and meetings we’re involved in over the next few months, those are definitely the topics on everyone’s mind.

Don’t Get FREAKed

The first week of March saw a new issue: “Factoring attack on RSA-EXPORT Keys” or FREAK. And yes, for you conspiracy fans, it was essentially created by the National Security Agency (NSA).

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