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Satuit Announces CRM v.10.5 Release
TMCnet Contributing Editor
Satuit Technologies, Inc., a vendor of customer relationship management (CRM) products for investment professionals, has announced the commercial availability of SatuitCRM v.10.5.
SatuitCRM v. 10.5 offers what company officials describe as "over 50 new features" designed to make it easier to retrieve data. Managers can "turn their home page into a command and control center," according to officials, "to see what is going on in every part of their organization."
Each user can define and configure his multiple home pages to display all the key summary or detail data he needs to do his job -- a sales page to see what the sales team is doing; a client page to see what is going on with client accounts; or a compliance page to look at documents that need approval.
V.10.5 also offers a new reporting tool integrated with Microsoft (News - Alert) SQL Reporting Services, since SatuitCRM now offers SatuitSRS, a comprehensive, web native solution that enables the creation, management, and delivery of both traditional, paper-oriented reports and interactive, Web-based reports.
To deliver this functionality Satuit has created a Web-based interface to the Microsoft SQL Reporting Services API supporting a WYSIWYG report designer to create reports and configure standard reports. Company officials say it's probably the first Web native interface to the Microsoft SQL Reporting Services engine, and could be offered as a stand alone Business Intelligence tool kit for software vendors operating in the On-Demand or SaaS (News - Alert) space.
Last month Satuit announced the hiring of Brian Durkin, a financial services veteran, to the newly created position of Vice President of Strategic Relations. He will consult with clients to help the various parts of the client organization "define their business processes and then implement these processes through SatuitCRM," according to company officials.
"Vice President of Strategic Relations is an important new role for Satuit," said Karen Maguire, CEO for Satuit Technologies.
Also in November Satuit announced that Harris Investment Management, Inc. selected Satuit as its customer relationship management provider.
HIM offers a range of investment management products and services. To support its business model, HIM wanted CRM built for the asset management industry rather than a general-purpose package.
While there were a few generic CRM products available that were enhanced to better serve the asset management industry, even these were not built from the ground up to serve the investment professional, HIM officials say.
Last month they announced that Leeward Hedge Funds Inc. selected Satuit as its CRM vendor.
David Sims is contributing editor for TMCnet. For more articles please visit David Sims’ columnist page.
Application Programming Interface (API) | X | | A Remote Procedure Call (APC) also known as an Applications Programming Interface is a software programming function that allow one software program to activate (call function) another software progra...more |
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