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SalesPage DataCenter for Managing Data

SalesPage DataCenter for Managing Data

A targeted sales data management solution for investment management companies that simplifies consolidating sales and entity data, managing territories, reporting sales and displaying this data in other systems.

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SalesPage Financial for Managing Relationships

SalesPage Financial for Managing Relationships

A turnkey data management, sales reporting and CRM solution that delivers the information that helps you connect with clients, whether you sell to intermediaries, institutions, or directly to investors.

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In the Cloud or Not: SalesPage Your Way

In the Cloud or Not: SalesPage Your Way

Choose an on‑demand, hosted solution to be up and running rapidly, with minimal cost. Or implement SalesPage as part of your managed network. Either way, you get a proven solution designed for the investment management industry.

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left-quote SalesPage was simply the best choice... right-quote

Thomas O’Donnell, Vice President, Strategic Marketing/eBusiness, Virtus Investment Partners

Industry Associations

NICSA Logo

SalesPage is a long-standing national corporate member of NICSA.

Mutual Fund Education Alliance

SalesPage is a corporate partner of MFEA.

On Course Advisors

SalesPage is a partner of CRM Forum, a biannual forum facilitated by On Course Advisors, a CRM advisory firm.

From The Blog

2014 Fall and Winter Events

I hope you enjoyed your summer; now it’s time to get back to work! Here at SalesPage, we’ve been preparing for a wealth of upcoming events. Here’s what’s on tap for the rest of this year.

Institutional Survey Says, “The Need for Data Integration Grows As Business Does”

In June, we developed and distributed a survey in order to gather information about how institutional firms use technology to manage opportunities and service clients. We’ve compiled the results and reviewed the responses; here are the highlights of what we learned.

Video Training: A Bridge to Knowledge

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.

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