Evercore Asset Management Staying Close to Customers with SatuitCRM

23 September 2008

When searching for a Client Relationship Management (CRM) solution that could support its current and future sales and relationship management needs, Evercore Asset Management (EAM), turned to Satuit Technologies, a leader in CRM solutions for the professional investment market. Satuit’s SatuitCRM is the only CRM system designed specifically for the financial services industry, providing EAM with a flexible and scalable solution to easily capture, manage and access a broad range of 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 emails, meetings, call notes, direct mail and marketing campaigns to improve the efficiency and effectiveness of the firm’s sales and marketing efforts. From SatuitCRM’s web-based interface, EAM’s staff is generating lists based upon open activities, open RFPs and current opportunities; developing home pages to organize and focus sales efforts; and generating reports for sales reviews and strategy meetings.

“Our contact management database is essential to our sales and relationship management efforts, and therefore, SatuitCRM is essential to our overall business,” said Gail Landis, a managing partner and head of EAM’s business development group. “SatuitCRM has a robust functionality that is specific to the asset management industry, and its Web-based platform has made it flexible enough to change with our growing business. With SatuitCRM, we are able to stay on top of our sales efforts and close to our clients.”

Since deploying SatuitCRM, EAM has taken advantage of the solution’s advanced search functionality, which enables users to take full advantage of all the information in the database. The tailored homepages are helping EAM’s sales team to improve productivity and organization and the integration with Microsoft Outlook provides EAM with the ability to send emails through Outlook to SatuitCRM for tracking and to schedule meetings through SatuitCRM that can be synced with Outlook’s calendars.

“SatuitCRM has become one of the first must-have components for many young, growing asset management firms,” said Karen Maguire, chief executive officer of Satuit Technologies. “Evercore Asset Management is a perfect example of just how important a comprehensive and convenient CRM solution is to asset management companies, and we are pleased that they have entrusted their sales and relationship management needs to SatuitCRM.”

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