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.
Looking for insights to help focus your distribution efforts? SalesStation helps
small-to-medium sized asset managers gain a competitive advantage.
Here’s how SalesStation benefits your executives, sales and marketing teams, third-party distributors, and operations managers:
Outsource data management and act on the best intelligence with SalesStation
Retrieves asset and transaction feeds from transfer agencies, intermediaries, clearing firms, and trading platforms
Consolidates various incompatible data sources into a usable format
Fills gaps in your data with advisor email addresses, phone numbers, team members, and other vital information
Supports custom integration with your critical systems or updates your Salesforce CRM seamlessly
Provides custom and interactive dashboards, allowing you to see your progress and drill down to details
Monitors advisor movement and other changes with sophisticated data stewardship
Facilitates accurate reporting to perform critical oversight through quality assurance.
“We depend on SalesStation every day to support our clients and our sales team. Our internal team has a critical, first thing in the morning assignment to review transactions and share details with the field team. In addition, senior management relies on Quality Sales Reporting for both short-term and long-term trends in our sales data – as we analyze the effectiveness of our sales effort and the impact on assets, flows, and client investment activity. These results then drive our Marketing messages and Sales Team planning.”
Vice President of Sales and Product Development, Saturna Capital
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 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.