Segmentation isn’t complicated for everyone in the asset management industry. Our segmentation module is easy to use, and we’ve just added a video course to further support those who add and update segments.
When laying out a course for sharing SalesPage knowledge with all team members, we recommend starting with our video training. Clients have given us positive feedback on our growing set of course offerings; video training is a consistent and effective way to share key information with new team members, and to do refresher training for those who’ve been using SalesPage for a while.
With the optional SalesPage Trip Planning module, external wholesalers spend more time meeting with reps and less time in the car. Planners can line up a series of appointments in the most efficient way possible.
Want to save time answering questions about how to use SalesPage Financial? Wondering how to set up territories, write and save queries, or add some fields to a page in your SalesPage application? Then SalesPage video training may be just what your organization needs.