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

Have Your Cake and Eat it, Too—Logic and Workflow Automation

Automating business logic and workflow is impactful to a firm’s growth potential, but also to an individual’s productivity. To get this right, we recommend starting with data.

When onboarding new clients or enhancing projects with existing client partners, SalesPage’s focus is on getting the data right. In the asset management industry, there is A LOT of data. Most of it exists in silos, which makes the data difficult to leverage through multiple departments. CRM related activity, such as notes, calls, emails, etc., is just one layer of data (or layer of cake, depending on your view) – however, there is much more…

The Power of Camaraderie

The ability for everyone to come together at events like the ones I recently attended not only provides us an opportunity to learn from others, but it also builds camaraderie that can be leveraged throughout the year and our careers. Being able to reach out to your peers at any point for advice and counsel is invaluable. Being able to fiercely compete with each other, but at the same time, help each other when possible, makes work so much more enjoyable. Most importantly, when we learn from each other, the biggest winners are the clients whom we serve.

Where’s SalesPage? Q2 Industry Events

We are having quite a second quarter thus far, with many of our team members traveling to the east and west coasts (and points in between) to participate in a number of great industry events. Please take a quick tour of where we’ve been, where we’re headed, and what we are and will be learning along the way!

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