SatuitSDX allows our user community to expand our platform to their data warehouse, marketing automation, billing, document, and report management software to help your firm maximize the value of your CRM investment. The toolkit includes a mix of end-user, business analyst, and application developer tools, all designed to meet the integration requirements of the asset management community without adding the expense of consultants, implementation partners and programmers. Many of the integration's use cases can be executed by a business analyst.
Supports Microsoft SSIS
When more complex ETL (Extract, Transform, Load) functionality is required, Satuit can build and manage integrations with Microsoft SSIS (SQL Server Information Services). This provides 2-way file exchanges with other data stores, transferring files via SecureFTP sites. Our clients choose this option for data intensive updates that may require some level of data transformation between the source database and the CRM or Portal.
SatuitCRM® integration drives transparency and supports seamless communication among internal stakeholders. Using CRM as a central repository of your corporate customer knowledge supports new revenue initiatives, improves investor satisfaction, and reduces the cost of delivering top-notch service. The Satuit Platform - Investor Portal, CRM, and Report Packaging provides native integration with Excel, Outlook and Gmail as well as plug-ins for many industry leading e-marketing, data providers and portfolio accounting applications.