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Satuit banks on compliance rules
by Christopher Calnan
MHT
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While the sluggish economy has affected the rapid growth of Norwell-based Satuit Technologies Inc., the software company can thank the federal government for the regulatory requirements that will keep it expanding this year.
Click here for the full article |
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CareerPath
by Julia Chang
Sales & Marketing Management
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Most scholars would never envision cold calls or sales pitches in their professional future. But Karen Maguire, a college professor turned software entrepreneur, sees a common thread between two fields that seem worlds apart: communication skills.
Click here to read the full article |
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The Cobbler's Children Wear Prada - CRM developers are often their own best success stories.
by Jason Compton
1-to-1 Magazine
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| "Managers in CRM-driven organizations make no bones about the fact that they expect the system to provide them with unparalleled visibility -- and control. "I can see all of the activities related to each stage of a sale, and if I see one of the sales guys stuck in a certain phase with someone for three months, I can dig through, see what's going on, and figure out how I can help or if I can see hidden objections he might not be aware of," says Karen Maguire, CEO of Satuit. |
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Oppenheimer Investment Management Selects Satuit Technologies as its Customer Relationship Managemen
by Dan Dyer
PR Web
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| SatuitCRM helps Oppenheimer Investment Management or OIM focus its institutional investment marketing and sales efforts for best results. OIM selected SatuitCRM following a thorough evaluation of a half dozen competing CRM solutions over several months. A key driver of the decision for OIM was the fact that, unlike other CRM solutions that proved to have limited reporting capabilities, hard to use configuration tools and were more costly, SatuitCRM was designed for the asset management industry with out-of-the-box functionality that closely mirrors the way the industry works. This enables OIM to quickly utilize the application resulting in a rapid Return-on-Investment (ROI). |
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Satuit Technologies Completes Successful 2007 Client Conference
by Dan Dyer
Norwell, Mass
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| Professional investment companies and asset managers from around the world recently gathered to share knowledge and insights about advancements in CRM technology at the Satuit Technologies annual client conference in Boston, Mass. in June 2007. More than 60 asset managers, as well as two pension consulting firms, participated in this year’s conference. |
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Choosing a CRM Product
by Alan S. Horowitz
Sales & Marketing Management
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The first thing to consider when purchasing a CRM product is the overall goal. "What are you trying to achieve with a CRM implementation?" Click here or full article |
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Managers go outside the box to measure their sales success
by Gregory Crawford
Pensions&Investments
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"There's a need for metrics to measure value added" in investment management sales, said Karen Maguire, chief executive officer of Satuit Technologies..."The sales cycle can go on for two to three years...How do you get your hands around the influences? These are the questions the industry was asking but didn't have answers for." For a reprint of this article, please send an email to info@satuit.com |
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Rolling with the changes
by Christina Torode
Mass HighTech
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| Friend and colleague Paul Berg refers to Karen Maguire as a true Renaissance woman, with the ability to easily reinvent herself and her career. Part of this ability has roots in her fearlessness and willingness to take risks. Click here for the full article |
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Making the Move
by Alan S. Horowitz
Sales & Marketing Management
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For many small and midsize businesses sitting on the sidelines of the CRM game, market forces dictate that now's the time to jump in. Here's how to best select and implement the technology so that it works for you. Click here for the full article |
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South Shore Entrepreneur: Taking Off; Norwell-based business looks overseas
by Rachel Slajda
Patriot Ledger
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NORWELL - After more than a decade in business, Satuit Technologies of Norwell is finding the success it needs to expand into Europe and possibly Asia and Australia. Click here for the full article |
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Use Business Process Management Thinking To Evaluate CRM Solutions
by William Band
Forrester Research
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Customer demand, market dynamics, and technology are driving the convergence of CRM functionality to be more easily integrated with the capabilities associated with enterprise resource management (ERP) and supply chain management (SCM) to better support end-to-end business processes. Today, CRM-oriented solutions are offered primarily in four categories of functional capabilities: marketing, sales, service, and customer data and analytics. These categories form the traditional basis for software vendor feature/function comparisons. However, CRM solution buyers should move away from this framework and evaluate CRM capabilities using a customer process management perspective. There are nine customer-facing processes to consider when evaluating solutions to create a differentiated, "branded" experience for your customers. Companies shopping for CRM software should determine which vendor best supports the business processes being addressed by current initiatives as well as how well the vendor solution can support business process improvements anticipated for the future. Click here for the full article |
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Firms Streamline Complex Sales Processes By Adding Business Process Management To SFA
by Liz Herbert
Forrester Research
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Services firms with complex order-to-cash processes lose revenue on signed contracts for every day spent gathering information (common in asset management) or provisioning the service (telco services). By making the order approval kick off BPM workflow, firms are able to more quickly and efficiently perform the tasks necessary for starting to provide the service — and for generating revenue. CRM specialist Satuit Technologies has partnered with BPM provider Bluespring to provide a vertical solution for the asset management industry that streamlines activities like transferring assets, managing compliance, working with brokers, and notifying team members of key activities. Click here for full article |
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Think You Know On-Demand? Think Again
by Jason Compton
1 to 1 Magazine
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"We wanted an ASP because there was no value in supporting [sales automation] internally. Our IT resources are limited, as they are in most organizations," says Sean Foley, vice president of network operations at Acadian Asset Management. After several years of experimenting with various on-premise solutions, Foley was so frustrated that he ran customer operations on Act! for an interim period, simply because he knew the data in the ubiquitous information manager would be portable to any solution the company selected. Ultimately, the company implemented Satuit's on-demand solution for customer management over both on-premise and generalist on-demand solutions because of the focus on the financial management vertical. The company has been able to quintuple the number of users who have daily access to customer management data, without devoting IT resources to support basic customer contact and service activities. Click here for the full article |
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New Tools to Maximize Customer Value
by Jason Compton
1 to 1 Magazine
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Integrating BPM with CRM: Business process management, which, in its early incarnations, has focused on back-office and sales support tasks, will move closer to the demand chain and bring order to how the loop on sales and service is closed. "CRM [applications] have workflow to an extent, but complex processes like quote-to-cash cross beyond your CRM and even your ERP users, touching multiple systems," says Liz Herbert, an analyst with Forrester Research. "It doesn't make sense to buy everyone [in the organization] the CRM suite just so they can process an order, but BPM ties together multiple systems and different divisions within the company to support processes that stand outside CRM." BPM vendors like Bluespring Software are already successfully linking their BPM systems with vertically focused CRM suites, such as the financial services suite from Satuit. Click here for full article |
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Satuit Announces Yearly Increases For CRM Product
by David Sims
TMCnet
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Satuit Technologies, Inc. wants you to know it’s doing just fine, thank you. Company officials have announced that the CRM vendor, which styles itself “the fastest growing provider of customer relationship management (CRM) products for investment professionals,” grew its recurring revenue base by 124% in 2005, and “is on target to double its recurring revenues in 2006.” Click here for full article |
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Satuit sees growth from serving CRM
by Christopher Calnan
Mass High Tech: The Journal of New England Technology
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Norwell's Satuit Technologies Inc. is riding the burgeoning software-as-a-service market wave to a growth spurt. The 13-year-old company that produces customer relationship management programs reports this week it's on track to double its recurring revenue this year, following a 124 percent increase during 2005. Click for the full article |
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Satuit Stepping to It
by CRMchump
CRMchump
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Investment CRM solutions provider Satuit Technologies has released some statistics for 2005 and 2006, showing excellent results in key areas. Billing itself as "the fastest-growing provider of customer relationship solutions for investment professional," Satuit now has the numbers to back up this lofty claim. Most importantly, of course, are the stats showing that the firm's recurring revenue base grew by an impressive one hundred twenty four percent; company analysts claim that 2006 could show a doubling in such revenues. Meanwhile, the Satuit account base grew by eighty-two percent in 2005, and company officials expect another jump of fifty percent in 2006. The number of Satuit users grew by sixty eight percent over the course of the year.
Click here for the full article |