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Find the right data path: A guide for boutique asset managers

As boutique asset managers compete with their peers and larger counterparts, data can offer a competitive advantage. There are a growing number of data sources and technologies available to help you gain and retain the right clients, but where do you start? Here are four steps that will put you on the right path to make your data actionable and valuable for your firm’s sales and marketing efforts.
#givingback: Melissa Klein connects caring for kids, community, and CRM with CCYF

#givingback: Melissa Klein connects caring for kids, community, and CRM with CCYF

03/09/2022 by
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 partnerships and enhancements take your team data to the next level in 2022

New partnerships and enhancements take your team data to the next level in 2022

New year, new growth opportunities

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

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

12/16/2021 by
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 celebration: 2021 Holiday Party

SalesPage celebration: 2021 Holiday Party

11/23/2021 by

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.
#givingback: Fall 2021 Habitat for Humanity Build

#givingback: Fall 2021 Habitat for Humanity Build

10/28/2021 by
As part of our fall #givingback feature, we are spotlighting Andrea Wilson, an Account Manager at SalesPage and currently President of the Board of Kalamazoo Valley Habitat for Humanity. This is SalesPage's third year supporting the efforts of our local Habitat for Humanity chapter. SalesPagers worked on a build site in 2019, then helped fundraise in 2020 when efforts slowed down due to COVID. This year, a group of SalesPagers volunteered our time to help with outdoor home projects.