U.S. Global Investors Selects SalesPage Technologies fund.space CRM Solution
SalesPage Technologies (www.salespage.com), a leading customer relationship management (CRM) software provider, today announced that U.S. Global Investors, Inc. has selected SalesPage Technologies' fund.space™ CRM solution. Tailored specifically for the financial services industry, the Web-based fund.space solution and fund.space Mobile for Blackberry provide U.S. Global Investors with a comprehensive customer-focused solution.
"Having added a wholesale distribution group to our existing business, we were looking for a CRM solution that met our requirements not only for features and functionality, but also for a partner that could get us up and running quickly while helping us address a number of business process issues," said Susan B. McGee, president of U.S. Global Investors. "SalesPage Technologies clearly demonstrated their depth of knowledge in the financial services industry, and fund.space provides the industry best-practices and functionality we need to make this venture a success."
"SalesPage fund.space provides U.S. Global with an effective and affordable solution that meets their immediate CRM needs while establishing a solid foundation for the wholesale distribution group," said Michael Pessetti, vice president of sales and marketing for SalesPage Technologies. "As an end to end system, fund.space provides a solid platform of information on which our clients can process and track their transactional data, as well as develop and implement sales and compliance strategies. It also offers staying power well beyond the initial implementation."
SalesPage will also provide several services to U.S. Global as part of the implementation, including integration of transactional data from DST Systems and multiple Omnibus platforms. To aid in their preparations for compliance with the pending 22c-2 regulations U.S. Global will implement the SalesPage Trade Analyzer module. This utility will enable them to quickly and easily establish business rules for monitoring trading activity as transactions are processed into the fund.space system from multiple sources.
SalesPage's fund.space is the most comprehensive CRM package created specifically for firms in the investment management industry. Fund.space is designed specifically for asset management companies, annuities firms, and investment providers, with additional applications that can be tailored for a broader spectrum of financial organizations.
About SalesPage Technologies, LLC
Founded in 1983, SalesPage is committed to providing companies with effective CRM applications and related technical services. SalesPage collaborates with each client to plan, build and implement a tailored, browser-based CRM solution. Each client's solution starts with the award-winning SalesPage foundation, then integrates the client's own best strategies, leveraging their existing technology investments and readily adapting as the client's needs change and grow. The company's growing list of global business partners for SalesPage solutions includes Federated Investors, ING Funds, JPMorgan, Deutsche Bank, Entergy, Friday Ad, Twinings, Scottish and Southern Energy and the University of Central England.