Prior to implementing SatuitCRM, New Starâs institutional team faced many challenges that growing companies have to deal with, including managing a contact database. The firm has a very diversified business base and had identified a need to consolidate data in a single central location. Key for New Star was a CRM solution that provided client reporting assistance, centralized records management, the ability to see if anyone else has a relationship with a single contact, and the capability to store emails and any other correspondence and communication in a single shared space.
âWe selected SatuitCRM for a variety of reasons; principally because the solution is focused on the investment industry and has a solid reputation,â said Naomi Lees, Client Service Associate, with New Star Institutional Managers Ltd. âAfter evaluating SatuitCRM against other solutions, SatuitCRM appeared to have a lot of our needs covered. We were concerned with the configuration requirements of other providersâ relatively new solutions, and we were more comfortable knowing that SatuitCRM is a proven product that has been helping organizations like ours for more than 13 years.â
New Star now has a central user and password controlled location for storing client and prospect information, from simple contact information to meeting notes and phone conversations. SatuitCRMâs advanced search capabilities allow users across the company to quickly find customer information. SatuitCRM also includes comprehensive reporting tools that allow New Star to audit its internal processes; a function previously performed using spreadsheets.
âWe continue to grow our business beyond the United States, and have found significant traction in the United Kingdom,â added Karen Maguire, CEO of Satuit Technologies. âWhen it comes to managing customer data, the challenges in the investment community are universal. Our success is a reflection of our willingness to focus on those challenges, listen to the needs of our customers, and implement solutions within SatuitCRM to help simplify CRM. We appreciate that New Star has entrusted our solution with managing their most vital information, and we will continue to work the growing firm to ensure that SatuitCRM meets their needs now and into the future.â