Satuit Technologies Releases SatuitCRM 10.7

8 April 2008

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.

"SatuitCRM has achieved best practices status with asset management sales and service personnel around the world due to its powerful, yet easy-to-use feature set. Version 10.7 takes these attributes one step further and responds to a need of our growing list of clients who operate across teams, countries and continents," said Njal Larson, Satuit's SVP Product Manager. "Managing complex cross-team business relationships is the hallmark of SatuitCRM."

Privacy is a key feature for the M&A and High-Net Worth financial verticals as well as for institutional teams dealing with cross border regulations on information sharing. The new SatuitCRM feature set will allow these teams to participate in the enterprise data pool without sacrificing regulatory or privacy concerns.

Other new features in SatuitCRM 10.7 include an Activity Plan Manager to help users better manage marketing or client service campaign activities; a Territory Management tool allows System Administrators to effectively manage the territory assignments and realignment challenges of assigning prospect to members of the sales team; when a territory is split, combined or reallocated.

"SatuitCRM's end-to-end feature set satisfies the critical needs of sales and customer service professionals in industries where long sales cycles, high information needs, and close contact are the norm," said Rebecca Wettemann, Vice President of Research for Nucleus Research. "Its power and usability has made it a popular choice with this demanding user base."

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