Infographics & Ebooks
10 Critical Factors for CRM Success
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
August 2, 2024
Category: Resources
Categories
Infographics & Ebooks
CRM Checklist
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
August 2, 2024
Infographics & Ebooks
5 Reasons to Opt in For an Industry Specific CRM
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
August 2, 2024
Infographics & Ebooks
CRM Maturity Model
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
August 2, 2024
Case Studies
Case Study: Heritage Investors Management Corporation
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
August 2, 2024
Case Studies
Case Study: Carderock Capital Management
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
August 2, 2024
Case Studies
Case Study: The Corundum Group
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.
August 2, 2024
Blog & News
How to Increase Investor CRM Efficiency
The success of any investment firm relies heavily on its relationships with investors, and an efficient CRM is the backbone of managing those relationships. Aside
July 17, 2024
Blog & News
Highlights from SatuitCRM’s Q2 Releases
The second quarter of the year has ushered in some exciting updates for Satuit users. With the release of versions 17.4, 17.3, and 17.2, Satuit
July 8, 2024
Webinars
Webinar | Is Your CRM a Wealth of Untapped Potential?
Watch Our Exclusive Content by Filling Out Our Form Name(Required)Primary Team(Required)Primary TeamClient / Investor relationsComplianceInvestmentsOperationsAdminMarketingSales / Consultant relationsIT / DevEmail(Required) Direct Line Consent(Required) I agree
July 1, 2024
