Relationship Management
SalesPage Financial empowers your employees to succeed in their client relationships by providing immediate access to vital information. The entire life cycle of your interactions with a client or prospect—from a sales and marketing, service or compliance perspective—is documented in a single, consolidated, easy-to-use solution.
Manage Contacts
Access information you need to manage each relationship based on your role within the organization. Retain a complete history of interaction with a given contact. Facilitate and track communication via mail, e-mail and fax right from the contact record.
Manage Company Information
Maintain a 360-degree view of current client or prospect organizations. Quickly and easily access aggregated details related to sales and transactions, opportunities, activities and more from the company detail view. Track relationships with other entities including parent/subsidiary hierarchies. Assign teams to long-term management of an account to maximize the value of the relationship.
Search and Query
Easily access a wide variety of data using one of several search options designed to accommodate users with various levels of experience. Use links in search result sets to readily display more detailed information. Easily print or export data from any search results set, or use the results set to send e-mails to large groups of people, generate customized letters, send literature and schedule calendar activities.
Track Activities
Manage and monitor activities with the SalesPage calendar. Change views to suit the need of the moment. Schedule and review activities for yourself and others. Maintain company-wide calendar sharing rules, holidays, activity types and time zones. Access activities from a detail record or by viewing a user's or a contact's calendar. Automatically schedule follow-up activities. Integrate the SalesPage calendar with your organization's standard calendar. Easily monitor the system for overdue activities to drive resolution.
SalesPage Financial
Financial: Marketing Automation
