Name: Salespage
Author: SalesPage Technologies LLC

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SalesPage is a distribution data platform and suite of products designed to assist medium to large asset managers in optimizing their distribution strategies through data management, sales operations, and analytics capabilities. According to the vendor, SalesPage brings together data from various sources, integrates with existing software, and provides insights to support intelligent distribution. SalesPage is utilized by asset managers, financial advisors, sales management, marketing professionals, and IT professionals in the finance industry.

## Key Features

**Master data management**: According to the vendor, SalesPage enables users to gain clarity with accurate and reliable data for entities, trades, flows, and assets. It allows users to deliver data to their teams for focused distribution strategy and decision-making support.

**Distribution data platform**: The vendor claims that SalesPage ensures accurate and enriched data for users' data warehouses and ecosystems. It enables easy data leverage by teams and downstream systems, while also handling diverse data formats and content from industry-specific providers.

**Territory management**: SalesPage offers users the ability to manage complex and overlapping territory structures across multiple sales channels. Users can reconcile sales data to the appropriate territory and channel based on entity type, trade type, accounts, and other relevant characteristics.

**Data stewardship & trade processing**: SalesPage facilitates and automates the import, validation, resolution, and allocation of production data from all sources and distribution channels. According to the vendor, SalesPage can transform data into valuable business intelligence for a competitive advantage.

**Advisor team**: The vendor states that SalesPage enhances advisor team intelligence by providing verified advisor and team information. It employs a patent-pending process to compile and verify data daily, ensuring high-quality data.

**Enterprise integration**: SalesPage allows users to integrate mission-critical data and systems into a unified version of the truth. It helps maximize the value of third-party applications and data investments.

**Asset management CRM**: SalesPage offers a CRM solution tailored specifically for asset managers. It provides customized data, workflow, and intelligence for different sales channels within a single system.

**Managed hosting & services**: SalesPage can be accessed through a secured shared platform or a dedicated environment in the AWS cloud. It streamlines operations, alleviating operational burdens and ensuring efficient system launches and updates.

**Feed & vendor management**: SalesPage proactively monitors automated feed ingestion and critical system integration points. It assists users in managing relationships with third-party vendors and data providers for streamlined operations.

**22c-2 compliance management**: According to the vendor, SalesPage accepts data from transfer agencies, subaccounting systems, or intermediaries through industry-standard files. It analyzes data based on assigned rules to identify trading patterns that violate regulations, enabling automated or manual disposition.



SalesPage is a customer relationship management (CRM) software built around data management. It is available in either cloud or on-premise deployment.

Oracle Sales guides sellers with intelligent recommendations to help them focus on the most valuable prospects at the right time. These machine learning-based CRM selling tools center around clean, complete customer data from internal and external sources.

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Salespage

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

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SalesPage Technologies LLC

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Salespage

Overview

What is Salespage?