Single source of truth: accurate data delivered to Salesforce

goal solution concept

This post is part of a series:

As an industry veteran, with over 20 years in asset management and 8 of those as an internal desk manager for retail distribution, I’m keenly aware of the data challenges asset managers face. I’ve had the benefit of hearing many of your stories at conferences I’ve attended and calls I’ve been on. I thought it would be refreshing to share three stories, over the next few weeks, about how SalesPage is helping your peers solve those challenges!

Get the data you need into Salesforce

A couple of the major challenges with using Salesforce for retail distribution that we hear again and again, especially at On-Course Advisors CRM Forum events, are:

  • Salesforce’s architecture doesn’t fit the intermediary firm, office, and rep (FOR) structure
  • Salesforce does not come with an engine to manage and process data

Let me tell you a story about how we helped a firm integrate Salesforce with our SalesPage Enterprise solution to get accurate entity, sales, asset, and territory data delivered to Salesforce, and to create a single source of truth for their data.

We have a client partner that used SalesPage for master data management and CRM in their retail channel for over a decade. Being a global organization, they made the decision to standardize on Salesforce as their CRM platform across all of their varied lines of business. With the unique data management requirements for the intermediary channel, this client needed a solution that would provide what Salesforce lacked: centralized data & territory management, sales & intelligence, and more.

Recognizing our unique expertise in this channel they made the decision to work with us to integrate SalesPage Enterprise with Salesforce. We kicked this project off with the following goals:

  • Sustain a golden source of FOR and sales data
  • Manage territories, segmentation, and notifications
  • Enhance enterprise reporting
  • Provide the sales desk access to all relevant data from SalesPage directly in Salesforce

These goals were achieved with a Salesforce integration that matched SalesPage data to the existing data structures in Salesforce. A bi-directional data synchronization was set up to move high quality FOR and sales data to Salesforce. Users now can view sales data in Salesforce and, when they’re seeking greater transparency into the sales data, through a SalesPage portal available from within Salesforce.

Integrate your enterprise

Integration with SalesPage Enterprise enhances your existing global enterprise CRM; while providing your team with the added benefit of being able to view and utilize sales data from SalesPage. Furthermore, it acts as a distribution data mart and tool for processing and reconciling all transactional and third-party data. Operations, marketing, sales, and downstream systems experience better performance and efficiencies with consistent and accurate data from SalesPage.

SalesPage can enhance your solution and help solve your data management challenges, regardless if you utilize Salesforce or another CRM; enabling your team to more intelligently manage distribution. Stay tuned for two additional stories and, in the interim, reach out to us you’d like to talk about your goals and challenges, and how we can help achieve and solve them.