Pittsburgh-based Access Data is to integrate its SalesVision product with Onyx Enteprise CRM to provide invest management firms with sales reporting information within a customer relationship management framework.
The combined solution will offer timely tracking and reporting of sales across multiple distribution channels, compensation and revenue management tools, and Web-based delivery of data to front line sales personnel.
James Dolan, CEO of Access Data describes the combination of CRM activity with compensation and revenue management analysis tools as a "breakthrough" for financial services firms.
"We're addressing the universal Achilles' heel of investment management firms," he says. "Sales managers haven't been able to get a current, accurate, detailed view of sales data, making it difficult to plan and execute, and almost impossible to react quickly to changing market conditions and opportunities."