An Elegant CRM Solution for Asset Managers
Seamlessly integrated with Salesforce.com…
…fully customized to suit the unique needs of mutual fund distribution organizations
SalesStation CRM for Asset Managers
- “Out of the box” user-friendly overlay templates designed to capture and display advisor profile information unique to mutual fund distribution organizations
- Fully integrates sales and asset data from SalesStation’s powerful best in class data management platform to provide full transparency
- Equips mutual fund sales managers and wholesalers with the critical daily sales and asset advisor-level business intelligence they need to effectively compete
- Channel, dealer, firm, advisor and territory-level reports and dashboards
- 360o view of firm and advisor activity and sales
The SalesStation CRM Solution quickly becomes an indispensable tool in supporting your organization’s overall sales, marketing and communication strategies.
Cost effective; a modest monthly license arrangement
Best in Class CRM Solution for Asset Managers
Celera’s CRM solution for asset managers elegantly integrates with Salesforce.com, the dominant customer relationship manager platform worldwide. Now small and fast growing asset management organizations can join over 100,000 companies and 2 million users who represent hundreds of distinct industries to take advantage of best in class CRM technology.
How Can Your Organization Benefit?
Manage Your Wholesalers with Less While Increasing Effectiveness
- Equip yourself with the vital business intelligence you need to manage your wholesaler effort & drive sales
- Get daily snapshots of channel, firm and territory-level sales and assets first thing every morning
- Have real time summary reports of wholesaler activity and sales results at your fingertip
- Automate your sales processes at critical stages of the sales cycle
Celera possesses unique and unparalleled expertise in delivering best of class CRM solutions, customized specifically to suit the needs of asset management distribution organizations.
We have specialized experience and know how to help you envision and achieve successful outcomes, whether your firm is just getting started with Customer Relationship Management or seeking to build an entire sales, marketing, communications and service strategy on our robust and fully customized salesforce.com CRM platform.
Our CRM Solutions Group is led by John Salvatierra. During John’s decade-long tenure with Oracle Corp. and Siebel Systems, he led CRM consulting initiatives with key Financial Services and Asset Management clients. Engaged by one of the largest mutual fund organizations in the United States, John managed the design and operation of a CRM platform which supported over 1,000 users in 15 distinct business units.
Another key team member, Melissa Klein, is a Certified Salesforce Administrator with over seven years of experience helping Financial Services and nonprofit organizations leverage CRM functionality. As our CRM Solutions Manager, Melissa oversees project delivery, including requirements definition, planning, Salesforce.com configuration, data migration, training, and support.
At Celera, CRM is far more than just another elegant software solution to support our clients’ distribution efforts. When it comes to CRM, we literally “eat our own cooking”; our entire SalesStation organization has relied upon Salesforce.com for several years to ensure that our high touch, client-centric approach to business is realized day in and day out.