The Value an Investor Portal Brings to a Firm and Its Investors
The Value of an Investor Portal The value of an investor portal can extend well past the common misconception that it is only a tool for streamlining investor report delivery. In reality, proper implementation of an investor portal software can bring a new channel for investor engagement, streamlined operations, and support of marketing efforts. How […]
10 E-Marketing Tips for SatuitCRM
Our Top 10 E-Marketing Tips Our industry-leading CRM email management software, SatuitCRM, can ensure that your business implements effective marketing campaigns. Learn about our top tips for e-marketing with our CRM solution. How SatuitCRM Improves Your Email Marketing Campaign Learn how to utilize useful features such as segmentation by contacts, entities, primary function, entity type, […]
An Effective Vendor Management Program | The Satuit Platform
Learn about how to build an effective vendor management program by utilizing useful features present in the Satuit Platform.
Measurable ROI for Client Report Automation | Satuit
Learn how to find a measurable ROI for your client report automation services, explained by the CRA providers at Satuit.
A CRM Checklist for Success: Critical Factors | Satuit
Our CRM Checklist for Success A CRM Checklist for success can ensure that you are deploying your CRM solutions effectively, receiving the full intended benefits. As providers of industry-leading CRM software solutions, we feel it is important to pair your CRM with steps that will give you the highest return on investment. 10 Rules of […]
