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Satuit's CRM Solution Chosen by New Star Institutional Managers

December 17, 2007

Satuit Technologies has announced that U.K.-based New Star Institutional Managers Limited has selected SatuitCRM as its customer relationship management product.
SatuitCRM is the first enterprise CRM system for the firm, New Star officials said. The firm specializes in fund management for institutional investors.
Prior to implementing SatuitCRM, New Star's institutional team identified a need to consolidate data in a single central location. Key for New Star was a CRM product that provided client reporting assistance, centralized records management, the ability to see if anyone else has a relationship with a single contact, and the capability to store e-mails and any other correspondence and communication in a single shared space.

"We selected SatuitCRM for a variety of reasons; principally because the product is focused on the investment industry and has a solid reputation," said Naomi Lees, Client Service Associate, with New Star Institutional Managers. "We were concerned with the configuration requirements of other providers' relatively new products."
Earlier this week Satuit announced that Great Lakes Advisors, an independent employee-owned investment management firm in Chicago, has deployed SatuitCRM to help streamline the company's relationship management processes and databases.
Great Lakes is using SatuitCRM, a CRM system designed specifically for the financial services industry, to merge customer information from five legacy databases into a single, centrally located system. Great Lakes currently manages over $3 billion.
Prior to selecting SatuitCRM, Great Lakes was using a variety of databases, including Microsoft Access, Outlook, Excel and ACT!, to manage its clients and prospective customer lists. The firm wanted a product to help keep client lists up-to-date, streamline a prospect and request-for-proposal list, simplify mass mailings, and manage sales opportunities. Over a period of six months, Great Lakes evaluated six CRM products.
Heather Ludlum, marketing officer for Great Lakes Advisors, said with the firm's previous system, "we were limited by an inability to track e-mail and mailing histories and to work off-line or remotely, as well as by the data entry space and number of users."
A couple weeks ago Satuit announced the general availability of SatuitCRM version 10.6.
The latest version of the company's CRM product provides support for the latest Microsoft platforms, and includes more than 30 enhancements "in direct response to user requests," company officials say, adding that SatuitCRM now supports MS SQL 2005, Internet Explorer 7.0, Windows Vista operating system and Longhorn Server.
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David Sims is a contributing editor for ContactCenterSolutions, covering the customer relationship management (CRM) and call center industries. He also blogs for ContactCenterSolutions here.