Align distribution and marketing by integrating the SalesPage client data platform with your marketing system. Maximize the value of your investment in your marketing software and enhance your distribution efforts by integrating this data within SalesPage.

Align your efforts

SalesPage Pro and SalesPage Enterprise+ include marketing features like email tracking, segmentation, and campaign management. However, many asset managers also choose to take advantage of third-party software that enhances their marketing efforts. We can seamlessly integrate with these systems, increasing the value of both systems by facilitating data transfer between them.

  • Would your distribution team like to see email click-throughs and web page visits in your CRM?
  • Would marketing find contact profile information, sales, and asset data helpful for segmenting and targeting their communication efforts?
  • Would your firm like to see a holistic view of your clients’ demographic information, sales, website behavior, and email interactivity?

We can help you with that. We integrate with many systems, including HubSpot, Pardot, Marketo, and Salesforce Marketing Cloud.

Want to learn more about SalesPage marketing capabilities?