SalesPage, Coates Analytics Join Forces on CRM

SalesPage Technologies and Coates Analytics have joined forces to offer mutual fund companies a customer relationship management tool with detailed information on distributors. The offering imports Coates data into a SalesPage portal.

One of the companies’ first customers, Brian Taranto, vice president and director of distribution administration at Eaton Vance Distributors, said it helps the firm to “better define target audiences and identify new opportunities. Our wholesalers can retrieve critical product performance information before making visits to financial advisers, thereby enhancing the quality of each interaction they are having.” The product also includes details on brokerage firm branches and bestselling products, by producer, in each.

As Frank Coates, president and CEO of Coates Analytics, put it: “This partnership will ensure that robust decision-making information gets to the right people, so that they can make the right choices. With this integration, SalesPage clients will be getting a wealth of data from us.”