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Forge the missing link: SalesPage and Salesforce (webinar recording)
Request a recording of our third and final webinar in a series about developing and building out your data strategy where we shared a CDP use case: SalesPage and Salesforce.
SalesPage Summer 2019: Continuing our year of data…
SalesPage is all about the data (your data, that is), all the time. The Summer 2019 release adds new features to support consolidating your data and keeping it safe.
That’s an axe! Denver Client Summit 2019 recap
Last month, our client community got together for our annual Summit 2019 in beautiful Denver, CO.
Advisor Atlas expands with SalesPage as new owner
As your partner for more intelligent distribution, SalesPage is continually evaluating how we can innovate and offer the best solutions to our clients. Through this acquisition, Advisor Atlas will be able to leverage SalesPage’s technology and personnel to enhance their data collection, quality, and delivery.
Get valuable perspective with the SalesPage Winter 2018 release
Perspectives are stronger than ever in the Winter 2018 Release. Read about that and more in the notes here.
Mastering the matrix: Trends in data stewardship and strategy (webinar recording)
Last month, we presented the 2nd webinar in a three-part series about developing and building out your data strategy – Navigate the tide: Master the flow of your client data. In the first webinar, we described establishing a client data platform (CDP) as the foundation for a strong data strategy. After data is consolidated into a single CDP, a strategy for handling data stewardship and for finding a balance between competing internal and industry views can be established. The second webinar dove into the details on mastering the data strategy matrix and trends in the marketplace. Check out this blog post to view clips from the webinar and request a link to the full recording.
Merry & Bright
It's that time of year again! It always feels as if the month of December is filled with craziness, like attending five holiday parties in three days and vigilantly watching the tracking information on the gifts you ordered to ensure they arrive on time. The team at SalesPage likes to take the time to reflect and appreciate all the year offered, and give some of it back to our community. One of the ways we spend the holidays is by adopting a local family.