UPCOMING EVENT:

Annual ICI GMM

SalesPage will be exhibiting at the
ICI General Membership Meeting,
May 5-7, 2010, Booth 404.

To learn more about this event,
click here.

Featured Clients
Entergy DST Systems BlackRock ING Funds

News

2nd Quarter 2009

Announcement: ISM Top 15 CRM Small & Medium Business Software Award Goes to SalesPage CRM for the 7th Consecutive Year.
As a long-standing Top 15 award winner, SalesPage continues to raise the bar for the CRM community with significant advancements in functionality and integration.
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4th Quarter 2008

New Client: Nomura Asset Management selected SalesPage Financial in December, to support its new fund distribution operation in the United States. Nomura wholesalers will benefit from having up-to-date transaction history, automated activity scheduling, and robust relationship management capabilities. Nomura management will benefit from real-time analytics, reporting, and business management capabilities.

New Client: AARP direct retail group partnered with SalesPage in October to implement SalesPage Financial for their financial advisors. AARP advisors will soon be able to better manage and track the households and individuals to which they provide valuable investment advice.

Announcement: SalesPage partners with PNC's Coates Analytics for deeper sales intelligence. SalesPage Financial solutions will integrate Coates' Managed Money Dashboard, providing SalesPage clients direct access to Coates' data intelligence in their SalesPage Financial client relationship management (CRM) application.
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3rd Quarter 2008

Announcement: SalesPage appoints Brian Vislusky Executive Director, Strategic Account Management. Vislusky's wealth of knowledge and experience from his tenure as Enterprise Fund Distributors' Vice President of Information Technology will translate into strategic relationship building for SalesPage and its clients.
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New Client: Cambridge Investment Research chose SalesPage Broker/Dealer for Advisor Relationship Management. Roll-out will initially take place within the Cambridge Partner Support Center.
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2nd Quarter 2008

Announcement: ISM Top 15 CRM Small & Medium Business Software Award Goes to SalesPage CRM for the 6th Consecutive Year. SalesPage CRM was selected for the award by a team of Customer Relationship Management (CRM) and Contact Center strategic advisors after intensive testing at the ISM Software Lab.
Press Release

New Client: Eaton Vance Management selected SalesPage Financial for its single system of record for transaction data and for a comprehensive view of its business relationships. Eaton Vance expects that this "best-of-breed" solution will grow and change with its business.
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4th Quarter 2007

New Client: Heritage Asset Management chose SalesPage Technologies as its Customer Relationship Management (CRM) partner. Heritage and its affiliate, Eagle Asset Management, Inc., will capitalize on the power of SalesPage Financial.
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3rd Quarter 2007

Announcement: SalesPage Relocates to Larger Space, Still in Kalamazoo. SalesPage Technologies keeps its headquarters in Kalamazoo, but moves to the Airview Center near the Kalamazoo/Battle Creek International Airport .
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2nd Quarter 2007

Announcement: SalesPage CRM is ISM Real-Time CRM Winner Again in 2007. In this second year of these awards, SalesPage is again recognized as a leader in providing real-time functionality for mobile devices and web-based applications.
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Announcement: SalesPage CRM won ISM's Top 15 CRM Small & Medium Business Software Award for 2007. This is the fifth time in 5 years that SalesPage has been honored with the ISM Top 15 award.
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1st Quarter 2007

New Client: Sigma Financial Corporation elected to adopt SalesPage CRM for recruiting new clients, gaining a comprehensive view of client interactions and providing Sigma's clients with an online self-service environment.
Press Release

New Client: Northwest Mutual Funds selected SalesPage Technologies as its new CRM partner, so that the company can use SalesPage Financial to better understand and respond to the needs of financial advisors.
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4th Quarter 2006

Announcement: SalesPage names Aric Faber Executive Director, Business Development. Faber's experience in sales and management and as an entrepreneur will help SalesPage extend its CRM software to select new vertical markets.
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New Client: Hermes Pension Management (UK) initiated an upgrade and expansion of their SalesPage solution, including extensive integration with MS Exchange/Outlook.

3rd Quarter 2006

New Project: BlackRock, upon announcement of their merger with Merrill Lynch's investment management business, Merrill Lynch Investment Managers, kicked off an initiative to centralize the combined organization's transaction processing and sales reporting within SalesPage Financial.

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2nd Quarter 2006

Article: "When Shopping for CRM, Think Simple" mentioning SalesPage tips for finding the right customer relationship management product appears at IGNITES.
Article

Article: "Simplifying the CRM Shopping Expedition" by Michael Pessetti, Vice President Sales and Marketing for SalesPage Technologies, appears in CRM Buyer: The Essential Guide for CRM Purchasers.

New Project: Allianz Global Investors initiated a conversion to SalesPage Financial, including the addition of SalesPage Trade Analyzer, SalesPage Analytics and integration with MS Exchange.

New Project: Legg Mason, upon completing the strategic acquisition of Citigroup's worldwide asset management business, began the consolidation of multiple sales and reporting systems into one enterprise-wide SalesPage Financial solution.

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1st Quarter 2006

Announcement: SalesPage CRM Wins ISM Real-Time CRM Award
SalesPage v. 4.7 CRM software solution was awarded ISM Inc.'s inaugural Real Time CRM Solutions Award for 2006.
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Announcement: SalesPage 4.7 was selected by ISM Inc. for a Top 15 CRM Award for 2006.
This is the fourth time in as many years that ISM has named SalesPage Technologies to their prestigious Top 15 list.
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New Client: U.S. Global Investors has selected fund.space and has begun their implementation. The initial release will include Mobile Wireless for BlackBerry, the Trade Analyzer module, and integration with MS MapPoint.
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