STAR's SalesStrike – the complete sales campaign builder for direct investments

SalesStrike takes the comprehensive sales data from STAR-XMS and super-charges it for the high-powered competitive sales and marketing reporting critical to growing your business. Using SalesStrike you can get an enterprise-wide view of your entire book of business and then immediately drill down by product type or other variable such as channel, territory, division, department, firm, office, product, region, rep, and wholesaler. The unique fusion of SalesStrike with STAR sales data enables business analytics and reporting capabilities that drive business growth and profitability.

Integrating CRM and sales reporting, SalesStrike delivers a depth and breadth of reporting functions unmatched in the industry. You will gain insights into every aspect of your business, enabling you to better maintain and support your most critical relationships, increase your sales and improve your profitability. SalesStrike offers you over 500 reporting options, analyzing your information based on your criteria. This invaluable tool makes Phoenix American the clear choice for transfer agent services.

SalesStrike provides real-time business analytic capabilities, integrating vast amounts of transactions, and investor and financial data from multiple record keepers and intermediaries. The result is accessible, meaningful and actionable marketing intelligence. SalesStrike empowers you to:

• Design targeted marketing campaigns
• Capture adviser activity from your website
• Identify your most profitable broker relationships
• View your entire book of business with the Executive Information Summary then dynamically drill down by product, channel, territory, division, department, firm, office, region, rep, wholesaler, trend comparison, etc.
• Manage your entire book of business across all distribution channels, territories and product lines
• Achieve full omnibus transparency, viewing and reporting on trade activity in omnibus accounts

All these features come to you in a seamless suite of functions that will equip your business with the operational intelligence your sales team needs whenever it needs it. And with quick and direct access to Phoenix American's incomparable customer service team, you will be secure in the knowledge that any issues will be addressed immediately and with the expertise that comes from the decades of industry experience that went into designing this remarkable system.

With SalesStrike's mobile solution, all the advantages of updated sales information, client data and contact mapping are available to your salespeople on the go via any hand-held devise as a full application. In the field, SalesStrike users can generate or access any report on the fly. If a wholesaler forgets his notes for a client meeting, he can access them instantly via iPAD, Blackberry, Palm, iPhone or any hand-held PDA.

SalesStrike also performs all the functions you expect from a full-service industry specific CRM in an intuitive relational database:

• Trading Activity and Sales/Asset Information
• Executive Information and Trending
• Call, Meeting and Activity Management
• Mobile Wireless
• Profiling and Business Analytics
• Profitability Reporting
• Data Management
• Channel and Territory Management
• Compensation Reporting

Among sales reporting applications SalesStrike stands alone delivering real-time accurate sales and asset intelligence, predictive analytics and executive campaign management. Designed specifically for financial firms and asset management companies and seamlessly integrated with STAR-XMS, SalesStrike is an ideal solution for direct participation programs and suffers none of the glitches and data integrity issues that plague other CRMs.

SalesStrike is not a third party solution. It was designed and engineered entirely by Phoenix American. We own all the source code. So, SalesStrike comes to you:

• With no third party costs
• Customized to your exact specifications
• With a single point of contact at Phoenix American

For more information on SalesStrike, contact Thomas Oprendek at (415) 485-4776.