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

Journey to 2020: Asset Managers Using Moneyball Lessons to Grow

In Moneyball, the Oakland Athletics changed the way they scouted and valued players. Through the use of data, they were able to redefine the game and compete with the Yankees and Red Sox, who had budgets that were many times larger. Just as major league baseball executives and scouts had to change the way they think about the game, so too will wholesalers and sales management about asset management distribution. Those who adapt quickly will put themselves in a position to compete and win within an increasingly complex and competitive market.

Events – Wrapping Up 2016

While the last day of summer isn’t until September 21st, I’ve already enjoyed my first pumpkin spice latte and am excited to share some details on the events SalesPage has coming up this fall! Here is a quick rundown of the hot topics being featured at events starting next week through the end of the year.

Big Data, Best Sources, Getting Data Right

My morning news feed always has a headline or two regarding big data. Many asset managers rely on multiple third-party FOR (firm/office/rep) data sources—SalesConnect, Discovery, Meridian IQ, RIA Database, and others—as supplements to the data in their CRM and marketing systems. The more sources that are employed, the bigger the big data gets. This additional level of complexity brings with it new questions and hurdles to overcome.

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