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October 17, 2007

Satuit Launches CRM Best Practices, Training Program

By David Sims, TMCnet Contributing Editor


Satuit Technologies has launched a new training program designed to expand SatuitCRM end-user expertise and product adoption. Company officials describe the company's new “Train the Trainer” program as focusing on “investment management CRM best practices” training. 
 
Its purpose is to create in-house SatuitCRM experts among customers who train their internal users. The two-day course was offered in September, with plans to repeat the training each quarter.
 
SatuitCRM is pitched to the professional investment market. The “Train the Trainer” program gives power users an opportunity to “discuss software usage issues unique to their industry, such as how to track client requirements for account reporting, how to manage compliance issue, how to manage the sales pipeline or how to run a marketing campaign,” company officials say.
 
Attendees have described the course as user-oriented, and say course content supplemented information presented in Satuit’s System Administrator course, which provides system administrators with advanced training on SatuitCRM’s database architecture, configuration tools, security functions, integration with Web services and data import wizards.
 
Last month Satuit Technologies, a sales force automation client relationship management (CRM) vendor for the professional investment market, was named to the inaugural Inc. 5,000 list, which ranks the fastest-growing private companies in the country. 
 
The Inc. 5,000, an extension of Inc. magazine's annual Inc. 500 list, catches many businesses that are too big to grow at the pace required to make the Inc. 500, as well as a host of smaller firms. “Taken as a whole,” Satuit officials say, “these companies represent the backbone of the U.S. economy.”
 
Out of the 5,000 companies on the list, there are only 276 software companies. Satuit, based in Massachusetts, was named one of the Top 15 fastest growing software companies in all of New England.
 
Karen Maguire, CEO of Satuit Technologies, called the recognition by Inc. “a validation of our efforts, as well as a compliment to the hard working team at Satuit.”
 
Satuit’s flagship product, SatuitCRM, offers professional investment firms and practitioners CRM functionality, application configuration, pre-build integration APIs, and application extension functionality. 
 
David Sims is a contributing editor for TMCnet. To see more of his articles, please visit his columnist page.



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