Tech Topics

Integrating SalesPage and Salesforce for better data and engagement

For the third and final installment in a 3-part data strategy story, we present a client data platform (CDP) use case: SalesPage and Salesforce: Forging the missing link in the asset management data chain. This white paper explores data challenges from the vantage point of CRM.

Navigate the tide: Mastering the client data flow

In this second part of our 3-part story, we outline how you can choose and implement your client data strategy in the CDP and master the flow of your client data so that your entire organization can reap the benefits. Request a copy of Navigate the tide: Master the flow of your client data to learn how to: 

Data—are you riding the crest or drowning?

If you're like most asset managers, you take in many external data sources to augment your existing internal data. Each of those data sources has different data elements, quality, granularity, and format. If you have an antiquated data strategy and ecosystem, getting to the point where you can really use this data to help you get insights and sell more effectively becomes both expensive and unnecessarily complex. What's the solution?

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.