
Author Archives: Greg Piaseckyj
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Complexity simplified: get a complete solution, quickly
I’ve written a couple posts about how SalesPage can help you solve data challenges and distribute your products more intelligently by integrating with Salesforce and bringing data together with our MDM and CRM solutions in SalesPage Enterprise and Enterprise+. For my third and final post in this series, I’m going to share an example of how we’re helping small-to-medium size asset managers grow with our complete solution: SalesPage Pro.Are you sweating without an MDM?
Earlier this month, I participated on a webinar panel hosted by NICSA that discussed the difficulties of data. Specifically, how can firms develop an effective data strategy and some of the pitfalls others have experienced. NICSA assembled a great post that provides highlights from this hour long presentation I thought SalesPage’s followers could benefit from.
Distribute intelligently: integrated 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.
Single source of 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.