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CRM Seller Satuit Announces Six New Licensees

February 06, 2008

Satuit Technologies has announced it finished the 2007 calendar year "with a flourish," company officials said, signing six new corporate licensees in December for its flagship Customer Relationship Management (CRM) product, SatuitCRM. That brought the total number of new SatuitCRM accounts for 2007 to twenty-six.

SatuitCRM sells CRM products designed for targeted marketing. The application has been adopted by over 150 investment firms including hedge fund managers, institutional and private wealth managers, as well as investment consultant firms.
"We have offices in New York, London, and Cologne and needed an application that would be easy to deploy in all three offices. We attempted to use another application that required us to synchronize databases. This was frustrating and time consuming," said Thom Bentley, Director of Institutional Marketing for Muzinich & Co., a new SatuitCRM licensee.
Satuit's six new accounts include a New York City-based global asset management firm, an independent financial planning and investment advisory company based in Ventura, California, a global institutional asset management company with offices in New York, London and Cologne, an institutional investment manager located in White Plains, New York, a Massachusetts marketing specialist company and an investments firm in Richmond, Virginia.
In mid-December Satuit 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, the New Starians say. 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."
Also last December 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.
David Sims is a contributing editor for ContactCenterSolutions. To see more of his articles, please visit his columnist page.
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