Braintree, MA – September 13, 2018 – Satuit Technologies, Inc., a global leader in software solutions for the professional investment market, is pleased to announce the roll out of the Summer ‘18 software release. To assure continuous innovation, Satuit releases new updates quarterly for all products.
The summer release brings additional metrics to the UI to provide users and managers measures of engagement with prospects and clients. SatuitCRM Summer ’18 provides very clear visual updates on the quality of the sales pipeline and the level of engagement with a contact and business. The new pipeline object shows the total number of days a deal is in the pipeline and how many days in the current phase.
Managers and users can also see last update, last meeting, next meeting, last activity, and next activity date for every opportunity, contact, account, and business. The aging data can be dropped into views and sales reports, allowing managers to sort a pipeline based on most recent changes. The object is color coded as well to flag opportunities that are going stale.
Managers and users can also see measures of their data quality and engagement with clients. Contact records are scored by data completeness, allowing a manager to quickly see if a rep is engaging the contact as well as the contacts business.
The summer release also includes new import tools and a bulk REST API for managing large volume data exchanges and new functions summarizing data in any list. Each one of these new tools support data analytics and further Satuit’s goals to be a “mission critical” application with each of its clients.
“Our goals for the most recent releases is to push beyond CRM as a ‘data repository’ and towards driving decisions and behavior. We are excited to be bringing tools to our clients that help them drive revenues, ” said Karen Maguire, CEO of Satuit Technologies.
ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is the premier provider of cloud-based and On-Premise CRM, reporting and portal software solutions for the asset management, hedge fund, wealth management, private equity, and real estate markets. Satuit has offices in the United States and the United Kingdom, and serves clients in more than thirty-five countries. Satuit Technologies is certified as a women’s business enterprise by the Women’s Business Enterprise National Council (WBENC). For additional information, contact us today to speak with one of our specialists.