SALESSTATION

SalesStation is a turnkey solution for outsourced data management and sales reporting built specifically for boutique-to-medium sized asset managers. We deliver the intelligence you need to make effective business decisions-through custom dashboards, an industry-specific managed Salesforce CRM application, or other business systems critical to your operation... SalesStation captures, processes, and normalizes your advisor data from disparate sources. Once your data is in our warehouse, we augment it with additional sources like Discovery Data. Our stewardship team reconciles your Omnibus transactions and updates your client data with advisor changes. The result is clean, high-quality advisor data that can be leveraged through our library of reports, integrated with a Salesforce CRM managed application designed for asset managers, or delivered to other systems in your organization... SalesStation has partnered with dynamic asset management firms for nearly 20 years. In 2020,..

Also known as: SalesPage Technologies, SalesPage Technologies, LLC

Primary location: Kalamazoo United States