SalesStation – Outsourced data management

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.

To intelligently distribute your products, you have to know the sources of your daily flows and assets. SalesStation does the heavy lifting that’s required to get your data right, allowing your teams to focus their time on the highest value activities. We provide outsourced data management, relieving your technology and operations teams from the headaches of stewarding your data and researching contact information for producers who are investing in your products. We deliver integrated data through reports and dashboards, so that your executives and sales and marketing teams can quickly evaluate relationships, sales trends, and results.

With SalesStation, your teams start each workday equipped with new insights they can use to take effective action.

SalesStation benefits

Here’s how SalesStation benefits your executives, sales and marketing teams, third-party distributors, and operations managers:

Eliminates investments in costly talent to understand, implement, and manage data feeds
Serves up timely, reliable insights into which advisors purchased or redeemed your funds as you start your workday
Reconciles and delivers your data in a digestible format that will help you manage your distribution effort easily and more intelligently
Enables you to compensate accurately and effectively
Summarizes your distribution by channel, territory, or product so that you can analyze and act quickly
Integrates data and insights with Salesforce CRM, through an industry-specific managed application, and with other systems critical to your distribution efforts
Maximizes the value of your investment in data
Helps you mine your data effectively so that you can better serve advisors, increasing your value to them.

How it works

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.

Outsource data management and act on the best intelligence with SalesStation

Capture

Retrieves asset and transaction feeds from transfer agencies, intermediaries, clearing firms, and trading platforms

Normalize

Consolidates various incompatible data sources into a usable format

Augment

Fills gaps in your data with advisor email addresses, phone numbers, team members, and other vital information

Integrate

Supports custom integration with your critical systems or updates your Salesforce CRM seamlessly

Visualize

Provides custom and interactive dashboards, allowing you to see your progress and drill down to details

Update

Monitors advisor movement and other changes with sophisticated data stewardship

Reconcile

Facilitates accurate reporting to perform critical oversight through quality assurance.

About SalesStation

SalesStation has partnered with dynamic asset management firms for nearly 20 years. In 2020, SalesStation became part of the SalesPage family of products for asset managers. SalesPage helps asset managers use data to connect investment products to the clients who will benefit from them most. The SalesPage family of products includes SalesPage Enterprise distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, and LumaSuite data service. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development.

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