Retail + Institutional = 360˚ view of your Distribution
Ignites article, Retail, Institutional Data Divide Hurts Sales, highlighted how sharing data and coordinating analytics can help both channels be more effective in their distribution efforts. For teams that have historically been siloed, how do you best go about this? This article guides you through the process starting with how retail and institutional teams function with unique data requirements to how they can work better, together, with actionable analytics in a shared CRM.Improve client experience with better data
Asset managers are rethinking their approach to distribution by putting the client first and creating an experience that allows them to reach their goals by focusing on their client's needs and expectations. This post shares how you can shorten the time between receiving data and using it to change the trajectory of your client's experience from poor or average to great.
#givingback: Randy James and GOTR – more than running
We’re recognizing Randy James, Senior System Administrator at SalesPage by day and, in his free time, a community college professor, musician, and volunteer and supporter of Girls on the Run (GOTR) of Greater Kalamazoo. Check out this post to learn more about this organization, Randy's volunteer work, and their collective impact on our community.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
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!