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

Shellshock Vulnerability Information

Security is an ongoing concern, particularly in regard to the financial world. As new security vulnerabilities like Shellshock surface, each with the potential to affect thousands of systems, SalesPage responds.

Focused on Growth

Today we are rolling out strategic changes that will reinforce our commitment to the asset management industry and support our plans for growth. SalesPage will continue to focus on expansion within the asset management industry. To support this strategy, we have added a Chief Operations Officer, and two long-time SalesPage staff members are assuming new roles as Chief Security Officer and Director of Technical Development.

2014 Fall and Winter Events

I hope you enjoyed your summer; now it’s time to get back to work! Here at SalesPage, we’ve been preparing for a wealth of upcoming events. Here’s what’s on tap for the rest of this year.

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