Trademark: 87256823
Word
SALESPAGE
Status
Registered
Status Code
702
Status Date
Friday, January 5, 2024
Serial Number
87256823
Registration Number
5240894
Registration Date
Tuesday, July 11, 2017
Mark Type
4000
Filing Date
Monday, December 5, 2016
Published for Opposition
Tuesday, April 25, 2017

Trademark Owner History
SalesPage Technologies, LLC - Original Registrant

Classifications
9 Software for the financial-services industry, providing features and functions to facilitate sales, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investors
35 Management services for the financial-services industry, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investors
42 Software-as-a-service ("SaaS") services for the financial-services industry, provided by way of non-downloadable software accessible on web-based and mobile platforms by way of a global computer network, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investors
SALES PAGE

Trademark Events
Jan 5, 2024
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jan 5, 2024
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jan 5, 2024
Case Assigned To Post Registration Paralegal
Jul 11, 2023
Teas Section 8 & 15 Received
Jul 11, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Sep 2, 2021
Teas Change Of Correspondence Received
Sep 2, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 2, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 11, 2017
Registered-Principal Register
Apr 25, 2017
Official Gazette Publication Confirmation E-Mailed
Apr 25, 2017
Published For Opposition
Apr 5, 2017
Notification Of Notice Of Publication E-Mailed
Mar 15, 2017
Approved For Pub - Principal Register
Mar 8, 2017
Assigned To Examiner
Dec 9, 2016
Notice Of Pseudo Mark E-Mailed
Dec 8, 2016
New Application Office Supplied Data Entered
Dec 8, 2016
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24