Salesplace is used to manage the sales & customer service operations for various capital markets firms worldwide. With the Salesplace Enterprise Edition, financial services firms are able to simply and easily track the complex capital market transactions that occur in the world of high finance.

Salesplace will help your team:

- Improve the management of client relationships so institutional knowledge is retained and customer activity history can be shared.

- Systemize the sales process, easily identify capital sources, and accurately report sales pipeline information. Whether managing commercial banking deals, merger & acquisition activity, or real estate investment transactions all associated contacts, communication history, and bids can be contained with the sales opportunity.

- Simplify the delivery of customer service by quickly classifying client requests, routing them to the appropriate team for resolution, and tracking metrics.

With Salesplace, critical customer, financial, and investment data - scattered in different systems – can be pulled together into one system for complete visibility. Combine that with the tight Lotus Mail & Calendar integration and the sales staff have seamless integration of all the information they need to proactively manage complex sales, make critical capital investment decisions, assess risks, and successfully close transactions.

Financial Services teams can extend the entire wealth of information contained in Salesplace directly to their reps’ BlackBerry mobile devices. All information contained in Salesplace can be wirelessly synchronized to the BlackBerry, allowing instant access to critical sales information while on the road, with a client, or in an airplane.