Client Systems Integration: A Case Study on Carderock Capital Management
Carderock Capital Management, a registered investment management firm, recently found the need to move their legacy CRM and report packaging products from separate vendors to a singular integrated approach. This case study delves into an approach to client systems integration.
How to Integrate A Legacy CRM with Report Packaging
Through the use of SatuitCRM and SatuitCRA, Carderock Capital Management was able to manage contact details and communications through a single interface. Further benefits included the ability for client managers to have full access to client reports within their CRM interface. This case study delves into building personalized report packages, automating the creation and delivery of client statements and reports, and more.
Download this case study today to learn more about integrating client systems for your business.