“We are committed to maintaining our distinction as a service leader, and we rely heavily on SalesPage Broker/Dealer to deliver the white-glove, concierge service our Advisors deserve. SalesPage allows our team to track responsiveness, cut down on repeat calls, measure first-call resolution, and ensure that every service request is handled by the right associate.”
Michael Hamm
Vice President, Partner Support & Technology Consulting
Relationship Management
SalesPage CRM empowers you to succeed in customer relationships by providing immediate access to vital information. The entire life cycle of your interactions with a customer or prospect—from a sales and marketing, customer service or project implementation perspective—is documented in a single, consolidated, easy-to-use solution.
Manage Contacts
Manage each relationship based on your role within the organization. Chart hierarchical relationships between contacts; retain a history of interactions. Facilitate and track communication via mail, e-mail and fax right from the contact record.
Manage Company / Account Information
Maintain a 360-degree view of current client or prospect organizations. Quickly access details related to opportunities, activities, orders, issues, projects and more from the company detail view; easily track company-to-company relationships. Engage teams in long-term account management, maximizing the value of the relationship.
Search and Query
Effortlessly access a wide variety of data using one of several search options targeted to 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
Create and manage activities with the SalesPage CRM calendar. View, schedule and review activities for yourself and others. Use automated scheduling, associate activities directly with contacts, companies, issues, orders, projects and more. Automatically schedule initial and follow-up activities; drive resolution by monitoring overdue activities.
SalesPage CRM
CRM: Marketing Automation
