SatuitCRM Certification Workshops Take Advantage of Satuit’s Unique Business Model

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The company created a two-day workshop for SatuitCRM system administrators that is unique in the CRM industry. Participants all work in the asset management industry, so the examples used and the group discussions focus on the real world needs of their business users.

Satuit Technologies, Inc., the leading provider of CRM software for investment professionals is pleased to announce the successful launch of SatuitCRM Certification program.

“Our user base has been growing rapidly and at the same time we have been adding new functionality to our configuration and SDK toolkits, so we took a fresh look at our training strategy,” says Karen Maguire, Satuit’s CEO.

The company created a two-day workshop for SatuitCRM system administrators that is unique in the CRM industry. Participants all work in the asset management industry, so the examples used and the group discussions focus on the real world needs of their business users. They also get to work with a variety of Satuit professionals, including members of the Satuit programming and infrastructure teams.

Satuit’s inaugural certification workshop held June 7-8, 2006, was a great success. Client companies represented include: Brandywine Global Investment Management, Pioneer Investment Management, RMK Timberland Group, Sands Capital Management, South Texas Money Management, and Strategic Investment Group.

Certification Workshop Attendees Report:

"The SatuitCRM certification workshop provided very valuable information and touches every aspect of the solutions functionally and capability,” reports Danny Aleman, Chief Information Officer for South Texas Money Management. “The best aspect of the seminar was the demonstration, hands-on, and special attention given to each participant. I brought back useful information to implement and pass along to my peers"

"The SatuitCRM certification workshop was incredibly informative and valuable," said Katie Knodt, Client Services Associate for Sands Capital Management. "The thing that I found (thought) most beneficial was the intimate class size and hands-on training all focused on the business of investment professionals. Discussions were primarily led by the participants. Everyone was engaged and asked a lot of questions, which sparked more questions. Resulting in a better understanding of the system's complete capabilities," Knodt continued.

The combination of real life case-studies and hands-on training arms the newly certified System Administrators with the tools and knowledge necessary to successfully support their company and maximize their effective use of SatuitCRM.

Satuit will host certification workshops every 8 weeks at its offices in Norwell, MA. The next workshop is scheduled for August 9-10, 2006.

About Satuit Technologies

Satuit Technologies, Inc. is a global leader in sales force automation (SFA) and client relationship management (CRM) solutions the professional investment market. The company’s SatuitCRM system was designed to enable asset management and hedge fund companies to increase sales, better serve their clients, master information-intensive business relationships, and reduce costs. With offices in the United States and the United Kingdom, Satuit serves clients in more than a dozen countries as well as every major financial center. For additional information on Satuit Technologies, visit: http://www.satuit.com/ or call 781.871.7788.

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