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.