While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece
You did it! You launched your investor portal. After months of hard work and testing, you’ve finally sent out the invitations to log in to
Achieving CRM success involves focusing on customer satisfaction, data management, operational efficiency, sales performance, and business growth. Download our infographic to uncover six ways to
If your company is involved in a CRM roll-out or if you are frustrated by the return on investment in your CRM, download this infographic
To utilize your CRM to its fullest potential, there are different benchmarks, strategies, and data points that each department should review. Use our CRM checklist
Download our infographic to explore six reasons why it’s beneficial to opt for an industry-specific CRM to give your business a competitive edge in a
Download our infographic to see what CRM maturity entails and the steps we use to unravel opportunities for client engagement and business growth. Download Asset
In order to manage the complexity of each client portfolio, Heritage Investors Management Corporation opted to utilize Satuit’s Client Report Automation solution to produce over
Carderock Capital Management found the need to move their legacy CRM and report packaging products from separate vendors to a singular integrated approach. Learn about
Find out how TCG realized that as business continued to grow it would also require asset management CRM and how Satuit helped them do that.
