Segmentation isn’t complicated for everyone in the asset management industry. Our segmentation module is easy to use, and we’ve just added a video course to further support those who add and update segments.
When laying out a course for sharing SalesPage knowledge with all team members, we recommend starting with our video training. Clients have given us positive feedback on our growing set of course offerings; video training is a consistent and effective way to share key information with new team members, and to do refresher training for those who’ve been using SalesPage for a while.
With the optional SalesPage Trip Planning module, external wholesalers spend more time meeting with reps and less time in the car. Planners can line up a series of appointments in the most efficient way possible.