SalesPage

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SalesPage Technologies is a software development vendor which CREATES customized enterprise Customer Relationship Management (CRM) and Advisor Relationship Management (ARM) systems.

History

SalesPage Technologies, LLC is a privately held company, under the same ownership since 1983. SalesPage Technologies (formerly Unitrac Software Corporation) develops advanced sales and marketing solutions from its headquarters in Kalamazoo, Michigan.

The company has been successful in weathering multiple technological transitions over its lifetime—from the WANG mini-computer to DOS, to WINDOWS and client/server and now Web-based technologies. During the 1990s, the Company developed, marketed and supported a flexible client/server-based solution called UNITRAC.

In early 1997, the Company formed a new team of experienced developers and began the development of the entirely browsable SalesPage Product Suite. Over the next several years, the Product Suite and solutions were refined and improved through a series of pilot projects and enhancements prior to official release in April 2000.

In 2004, SalesPage partnered with DST Systems to develop an integrated transaction resolution system and provide SalesPage Financial as a hosted CRM solution to DST's client base (product branded SalesConnect). This partnership was the result of a rigorous functional and corporate due diligence review DST completed with multiple generic and niche CRM providers. SalesPage was ultimately selected on their ability to provide the combination of industry expertise, technology and stability necessary to ensure the long term success of this initiatve.

In 2005, SalesPage partnered with International Financial Data Services (IFDS) of Toronto, Canada. Through this partnership IFDS offers their Canadian financial services clients an on-demand version of SalesPage Financial.

In 2007 SalesPage introduced SalesPage Broker/Dealer. SalesPage Broker/Dealer delivers Advisor Relationship Management (ARM) tools that broker-dealer firms use to help recruit and retain top financial advisors.

In November 2008, SalesPage partnered with Coates Analytics, a PNC Global Investment Servicing company. This collaboration integrates SalesPage Financial solutions and Coates’ Managed Money Dashboard, providing SalesPage clients direct access to Coates’ office-level data intelligence in their SalesPage Financial client relationship management (CRM) application.

Awards

The SalesPage Product Suite has been rated by ISM, Inc. as one of the Top 15 CRM solutions in the world every year since 2002. First in 2006 and again in 2007, SalesPage was awarded one of ISM’s Real Time CRM Solutions Awards.

Products

Editions

SalesPage develops CRM software in four editions:

  • SalesPage CRM - Flexible, award-winning CRM solution powering businesses of every size and type.
  • SalesPage Financial - Comprehensive, targeted CRM solution driving the success of financial services firms. SalesPage Financial gives asset management firms real-time access to mission-critical information via standard web browsers and mobile devices. Features include: transfer agent interfaces, compliance tools, sales/asset reporting, contact management, activity management, literature fulfillment and territory/channel management. These features serve wholesale and retail distribution channels as well as institutional and insurance sales organizations.
  • SalesPage Broker/Dealer - Advisor Relationship Management (ARM) software that provides broker/dealer firms with a single, integrated platform to manage relationships with advisors from the initial prospecting and transition stages through the on-going relationship requirements. Features include: consolidated view of advisor information from multiple sources, recruiting and acceptance management, comprehensive advisor support management including cross-department work flow management, escalation management, integration of best practices, and client-specific service requirements.
  • DST SalesConnect - A software-as-a-service (SaaS) DST Systems offering powered by SalesPage that serves as a central repository of financial representative information that alleviates data scrubbing processes for fund operations and distribution teams. The SalesConnect solution features a central repository of firm, office and representative information that systematically matches trades coming into DST’s shareholder recordkeeping platform, TA2000®, to the correct representative. In addition to trades coming through TA2000, SalesConnect can accept client transactions that originate from other platforms, including feeds from omnibus or third-party providers. DST SalesConnect also provides a data interface with a hosted CRM component, which displays this reconciled firm, office and representative data in a context that supports the initiatives of the distribution team. The database has typically provided a systematic match rate of more than 98 percent.

DST Introduces SalesConnect Data Management and CRM Solution

Deployment types

SalesPage solutions may be deployed in four ways depending on the needs of the client:

  • Client purchased, on-premise, client hosted
  • Client purchased, hosted by client’s partner (3rd party hosting services provider)
  • Leased, hosted by SalesPage
  • On-demand (SaaS) through partnerships with DST Systems and International Financial Data Services (IFDS)

See also

  • ERP - Enterprise Resource Planning
  • SCM - Supply Chain Management
  • CRM - Customer Relationship Management
  • BI - Business Intelligence
  • EDI - Business Collaboration
  • ARM - Advisor Relationship Management