SatuitCRM Signs up SAM as Client

By David Sims
TMCnet Contributing Editor

Satuit Technologies officials have announced that Sanderson Asset Management has deployed SatuitCRM to facilitate client relationship management for the company’s global institutional and private customers.

SatuitCRM officials said the product provides Sanderson’s client services team in the United States and the United Kingdom with a centrally-located system that supports the company’s international growth goals, making it easier to track and service clients more consistently and efficiently between offices.

Sanderson officials said they wanted a CRM product to tie together the company’s disparate data silos in the United Kingdom with new repositories being created in Sanderson’s U.S. office – without draining limited IT resources. Prior to implementing SatuitCRM, Sanderson’s client service representatives worked in multiple application environments, including ACT! and Outlook, making it difficult to find and share information.  

Paul Carter, operations manager for Sanderson Asset Management, said SatuitCRM is focused on our industry, and its hosted delivery model made it easy to implement across our U.S. and U.K. offices.

Carter described the database as intuitive. “In addition, our impression of Satuit’s team is positive,” he added. SatuitCRM is built specifically for asset management professionals.

“We are delighted to have Sanderson as a client and look forward to continuing to provide an information platform to support their expansion,” Karen Maguire, CEO of Satuit Technologies, said.

Sanderson Asset Management Limited was formed in October 2000 as an independent investment firm offering international equity services, principally to US institutional investors. SAM is controlled by its current employees, the company is independently owned. Satuit has offices in the United Sates and the United Kingdom and serves clients in more than a dozen countries.

Late last year, Evercore Asset Management adopted the vendor's products for the professional investment market.

At the time, Satuit officials said 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 said, adding that they also have the capability to develop home pages to organize and focus sales efforts.