Today, we announce a partnership with Advisor Atlas that marries SalesPage's team management tools with the best team data. With this relationship, we expand our SalesPage offerings and provide a competitive advantage to our client base. Please read this press release for more detail.
After gaining insight on the challenges and successes of marketing professionals in the asset management industry, I want to share some experiences we had helping clients with marketing integration between CRM and mainstream marketing systems out there today: HubSpot, Marketo, and Pardot.
At last week’s CRM Forum, On Course Advisors showcased a panel of professionals from firms that serve the asset management industry. They shared perspectives on how to solve the data-centric challenges that arise with globalization.
I’ve written a couple posts about how SalesPage can help you solve data challenges and distribute your products more intelligently by integrating with Salesforce and bringing data together with our MDM and CRM solutions in SalesPage Enterprise and Enterprise+. For my third and final post in this series, I’m going to share an example of how we’re helping small-to-medium size asset managers grow with our complete solution: SalesPage Pro.