In this webinar recap, we walk through the Buy-Side Client Lifecycle and Satuit Maturity Model, showing how firms can use CRM to generate leads, increase
This session is a continuation of our series, Building a Culture of CRM, which explores practical strategies that go beyond data entry. We’ll discuss how
Our Building a Culture of CRM webinar series explores concepts, strategies, and practical steps to foster stronger CRM adoption and better collaboration across your firm.https://www.youtube.com/watch?v=qiT9AW7DDbY
Our team is excited to showcase our new Satuit interface! The updated UX/UI introduces a modernized interface, improved integrations, and foundational updates that pave the
In this webinar we explore key challenges firms face as they grow and share strategies for building a more agile, scalable foundation. You’ll learn how
Watch Jamie Plassmann, General Manager at Satuit Technologies, and Ben Wieber, Consulting Team Lead at Versoft Consulting, team up to uncover the untapped potential of
Improve visibility, accountability, and efficiency by migrating non-traditional processes into your CRM. https://www.youtube.com/watch?v=jOEQJvtkjTw