CRM Vendor Satuit Chosen by EAM

By David Sims

TMCnet Contributing Editor

 

Satuit Technologies, vendor of Client Relationship Management (CRM) products, has said that Evercore Asset Management has adopted the vendor's products for the professional investment market.

 

Satuit's SatuitCRM is designed specifically for the financial services industry, company officials say, adding that the product provides EAM with a product to capture, manage and access information about clients and prospects.

 

EAM is using SatuitCRM as a repository for all client and prospect contact information, as well as a way to track e-mails, meetings, call notes, direct mail and marketing campaigns.

 

From SatuitCRM's Web-based interface, EAM's staff generates lists based upon open activities, open RFPs and current opportunities, EAM officials say, adding that they also have the capability to develop home pages to "organize and focus" sales efforts.

 

"Our contact management database is essential to our sales and relationship management efforts, and therefore, SatuitCRM is essential to our overall business," said Gail Landis, a managing partner and head of EAM's business development group.

 

The integration with Microsoft (News - Alert) Outlook lets EAM send e-mails through Outlook to SatuitCRM for tracking and to schedule meetings through SatuitCRM that can be synced with Outlook's calendars.

 

Early this month, SFA and CRM vendor Satuit Technologies, selling to the professional investment markets, announced that Eric Overgard has joined the company as senior consultant of the development services group.

 

Karen Maguire, CEO of Satuit, said Overgard had "completed several custom integration and development projects with SatuitCRM and has worked to integrate Satuit's products while at his former posts with U.S. Trust and Newgate Asset Management."