“Our hosted SalesPage Financial solution provides us with the integrated CRM, data management, and sales reporting tools we need to build a successful Asset Management firm without the technology hassles. SalesPage's industry expertise led to a rapid roll-out and an improvement in the way we run our business.”
Chris McCool
Director of Sales
Marketing Automation
SalesPage Financial maximizes the value of every marketing initiative, whether a simple mailing or a complex multiple-event campaign. Flexible, easy-to-use tools enable you to accurately target the best audience for your message and to deliver the message in the most effective manner. Manage the day-to-day details surrounding your marketing endeavors; use our outstanding scheduling and tracking tools to reduce the effort required to execute your marketing strategies and increase their effectiveness. Summary views, reports and analytics allow managers to assess the effectiveness of various marketing strategies based on subsequent sales.
Manage Leads
Capture, incubate, prioritize and assign leads based on product, channel, territories or defined business rules. Automatically import leads from external sources. Automatically notify affected sales personnel as leads advance to stages where direct sales involvement is required. Archive cold leads for reporting and targeting in future campaigns.
Manage Campaigns
Design and implement targeted, single- or multiple-action campaigns incorporating physical or electronic mail, fax communication, telemarketing, advertising and events. Assign campaign tasks and resulting opportunities to suitable personnel for follow-up.
Manage Target Lists
Create and maintain lists of prospects and clients based on virtually any combination of available criteria to precisely target those most likely to be receptive to the defined marketing message.
Use Campaign Metrics and Analysis
Accurately gauge the effectiveness of campaigns in real-time by monitoring key performance indicators and metrics that are automatically updated as individual campaign activities are completed. Further analyze and dissect campaigns with expansive reporting and analytics to improve future efforts.
Administer Literature and Premium Fulfillment
Administer the delivery of marketing material including prospectus, product and portfolio information, annual reports and promotional items that are shipped to prospects, clients or partners. Easily add new literature orders individually or for large groups. Physically fulfill orders internally with integrated shipping and tracking tools or automatically export orders to a vendor for execution.
Financial: Relationship Management
Financial: Sales Management
