Category: Blog & News

If your sales cycle feels longer than it should, the problem is rarely the quality of your product or your team. Most of the time,

A CRM is only as useful as the information people actually pull from it. Most leadership teams at investment management firms have access to a

Every investment management firm eventually faces the same problem: the CRM has been in use for a few years, and the data inside it is

If you manage a real estate fund and you are evaluating CRM platforms, SatuitCRM and Juniper Square will likely appear near the top of your

If you manage capital for institutional investors, family offices, high-net worth individuals, or LPs, your investors expect more than a quarterly PDF emailed from a

The phrase “360-degree view” gets used a lot in CRM marketing. But for asset management firms, it has a specific and consequential meaning: the ability

Most asset management firms implement a CRM and then let it run. What they rarely do is step back and evaluate whether the system is

A CRM is only as good as the data in it. And the data is only as good as the people who put it there.

Multi-strategy investment firms face a CRM problem that single-strategy managers don’t: every investor may have a different relationship with a different part of the business,

If you’re an institutional asset manager, fund of funds, or alternative investor evaluating CRM platforms, Backstop and SatuitCRM are two of the most purpose-built options