News

New Project: Eaton Vance Management selected SalesPage Financial for its single system of record for transaction data and for a comprehensive view of its business relationships. Eaton Vance expects that this "best-of-breed" solution will grow and change with its business.
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New Project: Heritage Asset Management chose SalesPage Technologies as its Customer Relationship Management (CRM) partner. Heritage and its affiliate, Eagle Asset Management, Inc., will capitalize on the power of SalesPage Financial.
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Announcement: SalesPage Relocates to Larger Space, Still in Kalamazoo.
SalesPage Technologies keeps its headquarters in Kalamazoo, but moves to the Airview Center near the Kalamazoo/Battle Creek International Airport .
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Announcement: SalesPage CRM is ISM Real-Time CRM Winner Again in 2007.
In this second year of these awards, SalesPage is again recognized as a leader in providing real-time functionality for mobile devices and web-based applications.
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Announcement: SalesPage CRM won ISM's Top 15 CRM Small & Medium Business Software Award for 2007.
This is the fifth time in 5 years that SalesPage has been honored with the ISM Top 15 award.
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New Project: Sigma Financial Corporation elected to adopt SalesPage CRM for recruiting new clients, gaining a comprehensive view of client interactions and providing Sigma's clients with an online self-service environment.
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New Project: Northwest Mutual Funds selected SalesPage Technologies as its new CRM partner, so that the company can use SalesPage Financial to better understand and respond to the needs of financial advisors.
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Announcement: SalesPage names Aric Faber Executive Director, Business Development. Faber's experience in sales and management and as an entrepreneur will help SalesPage extend its CRM software to select new vertical markets.
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New Project: Hermes Pension Management (UK) initiated an upgrade and expansion of their SalesPage solution, including extensive integration with MS Exchange/Outlook.

New Project: Mutual Funds Against Cancer (MFAC) selected SalesPage CRM and began implementation to streamline their ongoing fund-raising and awareness efforts, and to leverage the charity's growing list of data and industry contacts. In support of MFAC's charitable work, SalesPage chose to donate all software, services and support for the solution.
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New Project: BlackRock, upon announcement of their merger with Merrill Lynch's investment management business, Merrill Lynch Investment Managers, kicked off an initiative to centralize the combined organization's transaction processing and sales reporting within SalesPage Financial.

Article: "When Shopping for CRM, Think Simple" mentioning SalesPage tips for finding the right customer relationship management product appears at IGNITES.
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Article: "Simplifying the CRM Shopping Expedition" by Michael Pessetti, Vice President Sales and Marketing for SalesPage Technologies, appears in CRM Buyer: The Essential Guide for CRM Purchasers.

New Project: Allianz Global Investors initiated a conversion to SalesPage Financial, including the addition of SalesPage Trade Analyzer, SalesPage Analytics and integration with MS Exchange.

New Project: Legg Mason, upon completing the strategic acquisition of Citigroup's worldwide asset management business, began the consolidation of multiple sales and reporting systems into one enterprise-wide SalesPage Financial solution.

Announcement: SalesPage CRM Wins ISM Real-Time CRM Award
SalesPage v. 4.7 CRM software solution was awarded ISM Inc.'s inaugural Real Time CRM Solutions Award for 2006.
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Announcement: SalesPage 4.7 was selected by ISM Inc. for a Top 15 CRM Award for 2006.
This is the fourth time in as many years that ISM has named SalesPage Technologies to their prestigious Top 15 list.
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New Project: U.S. Global Investors has selected fund.space and has begun their implementation. The initial release will include Mobile Wireless for BlackBerry, the Trade Analyzer module, and integration with MS MapPoint.
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Announcement: SalesPage Technologies has been named to two leadership committees for the National Investment Company Service Association (NICSA). Michael Pessetti, VP Sales and Marketing, will represent the company as a member of the Technology committee, and Mark Lepley, Senior Director of Business Development, will occupy a seat on the Distribution Channels committee.
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Project Enhancement: JPMorgan is implementing a range of system enhancements, including the addition of the SalesPage Business Analytics module to their fund.space solution.

Project Enhancement: WM Funds began extending their fund.space solution to add support for their Institutional sales group.

Project Enhancement: Touchstone Funds has initiated an upgrade of their existing fund.space solution to the latest available version. In addition, they will be converting users from the recently acquired Integrity Funds, currently using Saratoga, and extending the fund.space solution to provide advanced functionality to their Annuities distribution team.

Project Enhancement: Entergy has undertaken an extensive application integration effort to share data from a variety of platforms and systems, including Business Objects, with their SalesPage solution.

Project Enhancement: Federated Investors is implementing a range of system enhancements including the addition of the SalesPage Business Analytics module to their fund.space solution.

Project Enhancement: WM Funds has begun a project to add the Dashboard and Business Analytics capabilities to their fund.space solution.

Project Enhancement: ING Funds initiated an integration effort to facilitate bi-directional communication between their fund.space solution and Concur, their expense management system.

New Project: Deutsche Investment Management has selected fund.space and has begun their implementation.

Data Conversion: Phoenix Investment Partners has selected fund.space and has begun their conversion from UNITRAC. Phase One of the project will include both the Wholesale and Institutional sales organizations.
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Project Enhancement: ING Funds has extended their solution to provide their wholesalers with handheld access through fund.space Mobile for BlackBerry. ING wholesalers will have access to live data via wireless connection and local data with SalesPage's new data cache and synchronization capability.

Project Upgrade: North Track has initiated an upgrade to the latest version of fund.space to take advantage of functional and technical advancements.

Announcement: SalesPage names Michael Pessetti Vice President of Sales and Marketing. Pessetti's experience promoting the SalesPage brand is expected to advance SalesPage Technologies' leadership position in the financial services market and allow expansion into other select verticals.
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Announcement: SalesPage 4.6 was selected by ISM Inc. for a Top 15 CRM Enterprise Software Award for 2005.
This is the third time in as many years that ISM has named SalesPage Technologies to their Top 15 list.
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Announcement: SalesPage released Mobile for BlackBerry.
The solution provides clients with remote access to comprehensive CRM data on the company's main server via wireless connection and offering access to a locally stored data set when a wireless connection is unavailable or impractical.
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New Project: Old Mutual Capital has selected fund.space and has begun their implementation.
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New Project: BlackRock/State Street Research went into production with SalesPage fund.space to support the sales efforts of their recently combined distribution groups.