Strategies for Successful CRM Implementation | Satuit
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 of the puzzle; Asset Management firms need a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams.
CRM Adoption: Why Isn’t Your Software Being Used?
We speak with many investment professionals who share their frustrations with their current CRM solution. Often the incumbent is a big-name provider (hint: “the Force is with you”). They are frustrated because their CRM does not deliver the promised productivity.
eSecLending chooses SatuitCRM
Braintree, MA – April 13, 2021 – Satuit Technologies, Inc., a global leader in asset management software solutions, is pleased to announce eSecLending, a market leader in securities lending, has chosen SatuitCRM for their firm’s customer relationship management needs. eSecLending has offices in Boston, London, and in the current environment, many employees working from home. The […]
Why Do CRM Projects Fail?
Sadly, companies don’t learn from their mistakes. In 2014 Success Accelerators and C5 Insight found that over one-third of CRM projects were still failing and that some companies had experienced 2 or 3 successive failures. So, how do you avoid these failures?
10 E-Marketing Tips for SatuitCRM
Our Top 10 E-Marketing Tips Our industry-leading CRM email management software, SatuitCRM, can ensure that your business implements effective marketing campaigns. Learn about our top tips for e-marketing with our CRM solution. How SatuitCRM Improves Your Email Marketing Campaign Learn how to utilize useful features such as segmentation by contacts, entities, primary function, entity type, […]
An Effective Vendor Management Program | The Satuit Platform
Learn about how to build an effective vendor management program by utilizing useful features present in the Satuit Platform.
A CRM Checklist for Success: Critical Factors | Satuit
Our CRM Checklist for Success A CRM Checklist for success can ensure that you are deploying your CRM solutions effectively, receiving the full intended benefits. As providers of industry-leading CRM software solutions, we feel it is important to pair your CRM with steps that will give you the highest return on investment. 10 Rules of […]
CRM Efficiency in Asset Management
Learn which features lead to CRM efficiency for asset management firms, so you can select a software that is right for you.
