Asset management CRM
Integrating SalesPage’s distribution data platform with your CRM and leveraging our Accelerator for Salesforce, ensures your CRM fulfills the unique requirements of asset managers with a tailored experience for every channel.
Integrating SalesPage with your CRM (whether that’s Salesforce, Microsoft Dynamics, or another solution) provides a distribution data platform for maintaining and delivering accurate entity, sales, assets, and territory data to your CRM. We help you to capitalize on your investment in CRM and give you access to all of the data you need.
Request our white paper, SalesPage and CRM: Integrating platforms for better data and engagement, which dives into how to approach integration to ensure the best outcomes for your organization.
SalesPage Accelerator for Salesforce
Using our Accelerator builds a bridge between our distribution data platform and your Salesforce CRM. Our platform solves for those critical capabilities such as data and territory management, volume data processing, and channel data and workflow. Our Accelerator enhances the value of both your SalesPage and Salesforce systems by presenting powerful data and insights directly through Salesforce. Your Intermediary and Institutional distribution teams benefit from custom dashboards with top metrics (like prior day flows), intuitive data, and workflow.
Request our fact sheet to learn more about our accelerator and integration with Salesforce.
Activity and sales history provide valuable insights when targeting and connecting to your prospects, but keeping that data in the CRM cloud gets expensive. With this integration, the data stays in your warehouse and SalesPage makes the most important data available in your CRM. Further data analysis is just a click away.
Get the best data
SalesPage enhances CRM systems, like Salesforce, Microsoft Dynamics, and others, with the best possible data. Our data management tools provide a single version of truth for the client (firm, office, rep, partnership, team, consultant, custodian, account, investor, etc.), sales, and asset data, in addition to supporting territories and segmentation to the level of complexity that asset managers require. Our powerful integration tools make that data available to CRM.