5 Essential Strategies to Evaluate Your Pipeline in a CRM
Effectively managing your pipeline helps you stay on top of your business development goals. A well-evaluated pipeline can help you make informed decisions, forecast revenue more accurately, and ultimately close more deals. Leveraging your CRM (Customer Relationship Management) system to evaluate and optimize your pipeline is transformative to CRM success and overall business success. Below, […]
Mastering Task Management with an Buy-SideCRM
Efficient task management is the cornerstone of success in the realm of investment and asset management. Giving you the ability to simplify workflows, ensure the timely completion of tasks, and automate routine operations can significantly boost productivity and drive better outcomes. With a tailored CRM, task management has become more streamlined and effective, offering powerful […]
A Recap of SatuitCRM’s Latest Version Release: 17.5
As investors’ and asset managers’ needs constantly evolve, SatuitCRM strives to keep pace and continue to deliver optimal CRM solutions. In line with this goal, SatuitCRM recently released its latest version, 17.5, which includes several new features and enhancements. SatuitCRM has long been a trusted name in the industry, and its latest version, 17.5, continues […]
Why Reporting Matters in CRMs
Navigating the complexities of hedge funds, private equity, and real estate investments requires access to the most up-to-date information, which can significantly influence your business decisions and overall organizational success. Accurate and timely CRM reporting is vital for obtaining this information, allowing for sound decision-making and precise projections for your business. Conversely, inaccurate reporting can […]
Satuit: Tailored CRM Software for Wealth Managers
The asset management and investing industry is steadily witnessing a rise in the use of wealth management software, with recent reports revealing that the global market for wealth management software is experiencing continuous growth. As of 2022, the wealth management software industry was valued at $4.27 billion, with projections indicating the market will reach a […]
5 Ways SatuitCRM Serves Family and Multi-Family Offices
Currently, family offices in the wealth management sector manage an astounding $5.9 trillion in assets world-wide. With a significant portion of the world’s wealth concentrated in this realm, such businesses need to have efficient and effective tools to manage their assets. SatuitCRM offers comprehensive solutions tailored specifically for family offices to streamline operations and maximize […]
Driving CRM Adoption in Your Asset Management Firm
Adopting new systems for your asset management firm can be a gamble, especially for those who are set in their ways when it comes to workflows and task completion. However, as business needs evolve, the systems your investment or asset management firms use should follow suit. Implementing a new system can come with inevitable stumbling […]
