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Capital Dynamics Selects Satuit Technologies
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July 16 2008 /
NORWELL, Mass & LONDON
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Satuit Technologies, a leader in customer relationship management (CRM) solutions for the professional investment market, today announced that Capital Dynamics has selected SatuitCRM software to facilitate the progress and organization of its sales, marketing and client services teams.
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2008 SatuitCRM Users Conference
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July 01 2008 /
Norwell, MA and London, UK
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| More than one hundred representatives from global investment companies and asset management firms joined Satuit Technologies on June 11 and 12, 2008 at the Seaport Hotel in Boston for the company’s annual SatuitCRM Users Conference. Attendees gathered to learn about SatuitCRM’s latest features and benefits and how to get the most from the only CRM software designed specifically for asset management and hedge fund companies.
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Liontrust Int. Chooses SatuitCRM
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June 11 2008 /
Norwell, MA and London, UK
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| Satuit Technologies, Inc., a leader in Client Relationship Management (CRM) solutions for the professional investment market, today announced that Liontrust International North America, a subsidiary of London-based Liontrust Asset Management, has selected SatuitCRM as the firm’s customer, sales and business management solution. Liontrust Asset Management is a 14-year-old money manager with more than $11 billion under management.
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CRM & Product Management Link
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May 16 2008 /
Montreal, QUEBEC and Norwell, MA
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| Ryma Technology Solutions, the world’s largest implementer of product management technology and best practices, Satuit Technologies, Inc., in the premier provider of Client Relationship Management (CRM) solutions for the professional investment market, announced today the release of a software interface joining client relationship management with product management. During the product marketing and planning activities of product management, this interface enables the coordinated, synchronized use of insight gained from client relationships. The interface further helps companies to increase the value of strategic and tactical product direction decisions sustain competitive advantage with larger cost margins.
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Satuit Opens Regional Sales Office
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May 06 2008 /
Norwell, MA
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| Satuit Technologies, Inc., a leader in Client Relationship Management (CRM) solutions for the professional investment market, today announced the expansion of its operation to Salt Lake City, Utah. Satuit’s new sales office in Salt Lake will manage customer development and service functions for its corporate clients west of the Mississippi. Leading the office as Vice President of Sales is new hire Michael Melis, a sales executive with over ten years of software consulting, development and technical support expertise.
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Satuit Technologies Releases SatuitCRM 10.7
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April 08 2008 /
Norwell, MA and London, UK
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| Satuit Technologies, Inc., a leader in Client Relationship Management (CRM) solutions for the professional investment market, announced today the release of SatuitCRM 10.7, the latest version of its best practices CRM platform. Leading the list of upgrades in Version 10.7, are several new features designed specifically to address requirements of the growing number of large global firms adopting SatuitCRM. Single Sign-On (SSO) capability to simplify deployment to large teams and increase compliance with internal IT Security policies is being offered through a partnership with Ping Identity using a Federated Security Model. A new team-centric data privacy module lets teams and their managers to dynamically control access to customer records and sensitive data. Additionally, SatuitCRM v.10.7 includes a significant upgrade to it SQL Reporting Services capabilities and an upgrade to the SatuitAPI.
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Satuit Finishes Strong in 2007
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February 06 2008 /
Norwell, MA
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Six New Accounts in Final Month of 2007 Caps Record Year;
Company Sees Increased Demand for Flagship SatuitCRM Software Continuing in 2008
Satuit Technologies, Inc. today announced it finished the 2007 calendar year with a flourish, signing six new corporate licensees in December for its flagship Customer Relationship Management (CRM) product, SatuitCRM. The successful month brought the total number of new SatuitCRM accounts for 2007 to twenty six.
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New Star Institutional Managers Ltd Deploys SatuitCRM
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December 17 2007 /
London, UK and Norwell, MA
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| Satuit Technologies today announced that U.K.-based New Star Institutional Managers Limited has selected SatuitCRM as its customer relationship management solution. SatuitCRM is the first enterprise CRM system for the firm, which specializes in fund management for institutional investors. SatuitCRM is the only CRM solution that is designed specifically to meet the needs of investment and financial services companies.
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Great Lakes Advisors chooses SatuitCRM
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December 12 2007 /
NORWELL, Mass.
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| Satuit Technologies, Inc. today announced that Great Lakes Advisors, an independent employee-owned investment management firm in Chicago, has deployed SatuitCRM to help streamline the company’s relationship management processes and databases. Great Lakes is using SatuitCRM, the only CRM system designed specifically for the financial services industry, to merge customer information from five legacy databases into a single, centrally located system. Founded in 1990, Great Lakes currently manages over $3 billion in equity, fixed income, and balanced fund separate accounts for a diverse group of clients.
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Satuit Releases SatuitCRM 10.6
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November 28 2007 /
Norwell, MA
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| Satuit Technologies, a leader in sales force automation (SFA) and client relationship management (CRM) solutions for the professional investment market, today announced the general availability of SatuitCRM version 10.6. The latest version of the company’s CRM solution provides support for the latest Microsoft platforms, and includes more than 30 enhancements that are in direct response to user requests. SatuitCRM now supports MS SQL 2005, Internet Explorer 7.0, Windows Vista operating system and Longhorn Server. ssssss
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