Satuit – Versoft Integration Webinar
Make great strides towards the elusive client 360-degree view with an integrated data ecosystem at your fingertips within your CRM. The new Satuit + Versoft partnership brings together data from a variety of sources with just one simple integration.
Join Jamie Plassmann, SVP Client Success at Satuit Technologies, and Ben Wieber, Technical Consultant at Versoft Consulting Group, as they give a demonstration of the Satuit – Versoft Integration. This integration streamlines and reduces the cost of automating account data updates between SatuitCRM and your data, including portfolio account, billing, and client reporting systems. It eliminates unnecessary steps of gathering data and lets you access all of your important client data directly within your CRM. In this webinar, learn about the specific benefits to your business, saving time and money, while optimizing your data integrity.