Satuit Introduces Conference Attendees to CRM 10.6

By David Sims

TMCnet Contributing Editor

 

Satuit, a vendor of sales force automation (SFA) and client relationship management (CRM) products for the professional investment market, introduced attendees at its latest client conference to SatuitCRM version 10.6, as well as to new partnerships with Akamai Technologies (News - Alert) and Pyxis Mobile.

 

More than 60 asset managers as well as two pension consulting firms participated in this year's conference.

 

Karen Maguire, Satuit's CEO, said more than 50 percent of legacy on-premise customers have now been converted to on-demand customers, while more than 80 percent of new customers are opting for the on-demand version of SatuitCRM.

 

"We have had a tremendous year, and were excited to be able to share our progress with our growing base of clients," said Maguire. "Everything is getting bigger, from our training classes to the depth of our product offering to our office space. We appreciate the interaction we had with our customers and the feedback we received that will help us continue to meet their CRM needs with SatuitCRM."

 

Njal Larson, senior vice president of product strategy, highlighted the features of SatuitCRM version 10.6, as well as a six-month time-table for company and product optimization. "Our customers have much to look forward to with enhanced Microsoft (News - Alert) Outlook integration, Sync Center 1.0 and our new Satuit Mobile version 2.0," he said.

 

In May Satuit Technologies has announced that Fund Evaluation Group LLC, a provider of advisory services to institutional investment clients, has selected Satuit as its customer relationship management (CRM) provider of choice.

 

After a "thorough evaluation of various vendors and products from very simplistic project management tools to robust CRM products," Satuit officials say, "the final decision was between Microsoft CRM and SatuitCRM."

 

"We chose Satuit Technologies because of their focus on the financial services industry, and our ability to use their product 'out-of-the box,'" reports Anthony Festa, CFA, Managing Principal at Fund Evaluation Group.

 

FEG chose the On-Demand delivery of SatuitCRM over the On-Premise option.

 

In April CRM and SFA vendor Satuit, which focuses on the professional investment market, announced the hiring of Dale S. Gillette, a financial services veteran, to the position of Vice President of Strategic Relations.