Master your data with proven validation, quality assurance and transformation for Financial Services.
Choose the Financial Services CRM/data management tools chosen by leading U.S. Mutual Funds companies.
In the cloud as a hosted solution or on your network; choose the SalesPage option that's right for you.
Supplement your primary SalesPage solution or provide a standalone option for field personnel.
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.
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.
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.
SalesPage was simply the best choice...
Thomas O’Donnell, Vice President, Strategic Marketing/eBusiness, Virtus Investment Partners
From The Blog
We encourage firms to focus on data first, and to understand that bell-and-whistle functionality is just icing on the cake. If you don’t have the ability to properly manage, process, and apply business logic to your data in your CRM solution, your software is useless. Firms rely heavily on accurate data to make effective decisions. Important data, especially data you are paying for, needs to be leveraged fully through your CRM solution to maximize return.
The Spring Roundtable will be held at BlackRock’s offices in San Francisco, CA, on Thursday, March 13, 2014. Please consider joining us to discuss timely industry and SalesPage topics selected by the Client Steering Committee. SalesPage invites participants to join us for an informal and fun networking gathering the evening before the Roundtable.
While the whole day was energizing, the session I found most insightful was the Executive Roundtable … I was struck by the fact that SalesPage clients seemed to be unique among those at the conference, because they can and do integrate their disparate systems with SalesPage to seamlessly leverage and share intelligence, drive campaigns, and trigger sales activity.