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.

Read More

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.

Read More

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.

Read More

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

Preparedness and Overcoming Challenges

At last week’s NICSA Strategic Leadership Forum, one stand-out motivational speaker, Rob O’Neill, shared how he developed preparedness and how that has helped him overcome significant challenges and achieve success. That led me to thinking about how SalesPage and the asset management industry have also worked to be prepared and overcome challenges.

Leadership Succession and Transition Plan

Last October, Bob Gordon, President of SalesPage, announced the first steps in a process of focused growth that we’re undertaking here at SalesPage. This process is centered around SalesPage’s vision to be the most respected and in-demand distribution management partner for the world’s most forward-looking financial companies. Today, we’re announcing our leadership succession and transition plan as the next step in this carefully considered and planned process.

New Partner: CRS, Managing Opportunities

SalesPage partnered with Customer Retention Solutions (CRS), Inc., another Southwest Michigan firm, to build Mortgage Trac™, an innovative opportunity management system. CRS specializes in mortgage retention marketing campaigns for financial institutions; their new product—Mortgage Trac™—is an opportunity management system that provides loan analytics, automated lead generation and campaign management tools, all designed to increase the effectiveness of loan officers.

Read More