Author Archives: Greg Piaseckyj

Best practices for managing internal sales teams during COVID-19

Managing internal sales teams during the pandemic has presented unique challenges as well as opportunities to experiment with new sales and management strategies. SalesPage held a virtual roundtable with over 30 participants, primarily Internal desk managers representing over 20 different SalesPage and SalesStation clients, to share ideas, challenges, and strategies on managing in a COVID-19 world. Let’s review some of the key themes and highlights captured during the discussion.

Distribute intelligently: MDM and asset management CRM

Last month, I shared a story about how SalesPage is helping one of your peers solve data challenges by integrating SalesPage with Salesforce. Today I’m focusing on big data, the challenges asset managers have with bringing it together, and how SalesPage can help with a master data management (MDM) solution integrated with asset management specific CRM.

Getting the truth: accurate data delivered to Salesforce

A couple of the major challenges with using Salesforce for retail distribution are that Salesforce’s architecture doesn’t fit the intermediary firm, office, and rep (FOR) structure, and Salesforce does not come with an engine to manage and process data. Let me tell you a story about how we helped a firm integrate Salesforce with our SalesPage Enterprise solution to create a single source of truth for their data.

Socially Responsible Investing: Segment to Pursue Advisors Who Care

Socially Responsible Investing represents trillions of dollars invested globally, with most of that growth happening in just the past few years. For a long time, I think this market was brushed off as one dominated by fringe investors, or one in which investment performance was poor. It was refreshing to learn from evidence presented by the panel that these long-held beliefs are not the reality. Performance has largely been in line with the market over the long term. Most investors, especially those from younger generations, want their investments to reflect their own values. They want to make a positive impact with their investment decisions and think that they can do so without sacrificing returns. They just don’t know how…