Asset management CRM

Integrating SalesPage with CRM or leveraging your Managed App, ensures you have a CRM designed for the unique requirements of asset managers with a tailored experience for every channel. 

You have CRM options

Enterprise Integration

CRM Integration

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, asset, 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.

SalesPage Enterprise

Managed App for Salesforce

An industry-specific Salesforce CRM application, managed by SalesPage. We capture, process, and normalize your advisor data from disparate sources. Once your data is in SalesPage, it's augmented with additional sources like Discovery Data. The result is clean, high-quality advisor data that can be leveraged through our library of reports and integrated with our managed app designed for asset managers.

Reduce cost

Reduce cost

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. 

CRM integration with SalesPage

Get the best data

SalesPage enhances Salesforce with the best possible data. Our data management tools provide a single version of truth for client (firm, office, rep, partnership, team, consultant, custodian, account, investor, etc.), sales, and asset data, in addition to supporting territories, zones, and segmentation to the level of complexity that asset managers require. Our powerful integration tools make that data available to CRM.

Which SalesPage solution is right for you?