Operations support

Leverage our experience to help your firm manage feed services, system integration, and sales operations support required to maximize the efficiency and effectiveness of your sales team.

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  • Feed & integration management

    We proactively monitor all automated feeds coming into your system, as well as any critical system integration points. If an incident occurs, our trained team of technicians go to work to resolve it quickly and efficiently. We employ IT service continuity management for proactive risk planning and reactive incident protocols.

    As you subscribe to new data feeds or formats change (which they frequently do!), we can standardize these feeds and ensure the information is attributed to the proper entities in our Client Data Platform.

  • Resolution services

    Attributing trades and assets in SalesPage is an automated process, but there are always some records that can't be handled automatically. Some clients have operations teams that repair and resolves these using tools in SalesPage. For other clients, we repair and resolve these records as a full-service.

  • Administrative operations support (Super user)

    While it is possible to configure many options in the front end, if you'd prefer to focus your efforts elsewhere, SalesPage can provide you with super user support.

  • Application fixes

    If our team caused an issue or software bug, we fix it at no cost to you. Fixes are prioritized and completed based on the severity and classification of the issue at hand.

  • Vendor management

    Some incidents involve a third-party provider or vendor. Given your permission, we will contact providers on your behalf if incidents occur, to work toward resolution. Our team will set up and maintain any agreed-upon licenses so that you don’t have to worry about it. This includes things like Google Maps, Experian, DST SalesConnect and SSL certificates.

  • Release management

    Our qualified team handles all changes to the application. This includes new features, updates, or critical bug fixes. We diligently follow an established change management process for all changes, to support minimal disruption of service. We have a permission-based system; only appropriate staff members have access to your environment.

  • Scheduled maintenance

    We oversee updates and patches for OS, hardware, and firewall. We establish maintenance windows and communicate those in advance, to minimize downtime. Application sizing, resource management, and capacity planning are also services we provide to optimize performance.

  • Disaster recovery

    We'll work with you to develop a plan to meet your specific requirements. Our team collaborates with you to perform annual disaster recovery drills to ensure everything is working as expected.

Have a question about support options?