For nearly 30 years, Satuit Technologies has been the premier provider of CRM, client reporting, and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit Technologies software supports sales, lead management, client service and retention, compliance, and client reporting.

The company’s software solutions include SatuitCRM®, Satuit2GO®, SatuitCRATM, and SatuitSIPTM Investor Portal. These enable asset and wealth managers to increase sales, improve client service, and reduce costs.

ProFundCom integrates with Satuit to help clients build out their marketing automation.

Overall, the marketing automation between the two systems is important because it helps marketers work more efficiently, generate more qualified leads, increase investment, improve investor experience, and make data-driven decisions.

The advantages that client have found using the integration include:

Improved data accuracy
Better lead tracking
Streamlined communication
Enhanced reporting

The combination of Satuit CRM and ProFundCom has not only improved our usage of CRM but has also helped us deliver a better outcome for our investors. The integration also improves our sales team’s outcomes by helping them make better connections.

Grace Applegate
Marketing
Montanaro Asset Management

Marketing Automation For Satuit CRM

FEATURES

Improved data accuracy

Connecting your Satuit CRM to your marketing automation platform lets you keep your customer and lead data consistent and up-to-date across both systems. This helps ensure that your marketing efforts are targeted at the right audience, which can improve campaign effectiveness and customer engagement.

Better lead tracking

Integrating your Satuit CRM and marketing automation allows you to track the full investor journey, from lead capture to conversion – marketing attribution. This can provide valuable insights into your sales funnel, allowing you to optimize your marketing campaigns for maximum impact.

Streamlined communication

Integrating your Satuit CRM and marketing automation enables you to automate personalized communication with leads and investors. This saves time and resources while improving investor and prospect engagement and satisfaction.

Enhanced reporting

Combining data from your Satuit CRM and marketing automation can give you deeper insights into your customer behaviour and preferences. This enables you to make more informed decisions about your marketing campaigns and overall business strategy.