#givingback: Melissa Klein connects caring for kids, community, and CRM with CCYF
We’re excited to feature Melissa Klein, CRM Solutions Manager at SalesPage and active volunteer with the Coalition for Children, Youth, and Families. Her volunteer work combines her knowledge of Salesforce and CRM Solutions with her passion to provide for the greater good, which has been a springboard for her personal and professional growth.
New year, new growth opportunities
Whether you’re a fan of new year’s resolutions or not, the beginning of the year brings a certain energy and pursuit for personal and professional growth. Many of us are thinking about how we want to grow. From continuing education, gaining a certification, fulfilling a license requirement, finding balance and happiness with work/life integration, or enhancing skill sets and teams to tackle specific goals and challenges. To help you map out your personal and professional growth plan for 2022, we wanted to share some recommendations that we sourced from SalesPagers!
SalesPage Enterprise 2021.2: Getting better all the time
Resolve to get even more out of SalesPage Enterprise by upgrading to the latest release, 2021.2. Here’s a taste of what's included.Intermediary vs. Institutional Distribution Data
Data management requirements for institutional and intermediary distribution channels differ dramatically. Chances are that you built out separate systems and the data division is hurting sales. That doesn’t have to be the case! Read Tom Larson’s article on how you can support both, together in the same CRM.Growth and Retention Takeaways from The SME Forum
Past purchases, current assets, advisor team profiles, wholesaler activity, market intelligence, and digital engagement are all data points that contribute to a holistic view of an advisor and can indicate purchase and redemption intent. While asset managers are incorporating some of these signals into their distribution strategy, many aren’t effectively leveraging a full continuum of data. How can asset managers utilize past, present, and future data to enhance their growth and retention strategies?
SalesPage and AdvisorTarget partner to deliver advisor intent data to SalesPage clients
AdvisorTarget continuously captures, profiles, and signals financial advisors’ active buying behaviors based on their daily editorial reading habits on select financial websites like Nasdaq. By bundling their intent data within our Advisor Atlas team data structure you can see searching activity tied accurately to purchase and redemption activity. Provided as a single source that you can input directly to your CRM or data lake, no internal resources are required to bring these multiple, complex sources together. We are excited to partner with AdvisorTarget and to share this news with you! For more details, check out this post.