Home   | News   | Events   | Careers   | Library   | Topics   | Members   | Vendor Directory   
<Back
Saratoga Systems Signs Far Hills Group to Extend CRM Presence in Financial Services Market

Saratoga Systems Signs Far Hills Group to Extend CRM Presence in Financial Services Market

Saratoga Systems, a global leader in CRM solutions for 20 years, today announced the addition of Far Hills Group LLC, specialists in alternative strategies for institutional investors based in New York City, to its growing list of customers in financial services. Over one third of the top 50 investment management firms in the U.S. use Saratoga CRM. Far Hills Group licensed MarketBuilders CRM for Investment Management, an out-of-the-box CRM solution for investment companies developed by MarketBuilders of Waltham, Mass., independent sales agents for Saratoga CRM.

Having MarketBuilders as a strategic partner offering value-added services for our CRM platform has given us incredible traction in the financial services sector, said Mark Elconin, CEO of Saratoga Systems.

A Buyer's Guide to CRM Functionality

whitepaper
Answer a few questions to download a FREE whitepaper now.
What features are you looking for in a CRM Solution?
Lead tracking/management     Marking campaign tracking and reporting
Contract tracking/management Call center tracking and reporting
Sales pipeline forecasting/analysis
How many employees will work with this system? 
When do you need to have a CRM solution in place?
MarketBuilders has helped Saratoga Systems build a sizeable customer base in the segment by customizing CRM solutions for companies such as AIG, Black Rock, Legg Mason, MetLife, T. Rowe Price, and ING Investment Management. The combination of our enterprise CRM engine with MarketBuilders specialized template for investment management is clearly a winner with customers who are looking for more functionality and flexibility in their CRM applications.

MarketBuilders specializes in customizing and implementing Saratoga CRM for investment managers, including asset management, alternative investments or hedge funds, funds of funds, mutual funds and other financial services. Their CRM for Investment Management template works with Saratoga CRM to deliver a turnkey solution that can be customized to meet specific requirements. CRM for Investment Management powered by Saratoga CRM gives customers consolidated customer information, providing easy and secure access to data for activity management, opportunity management, client service, consultant relations, marketing support, compliance, and reporting and analysis.

Far Hills Group, for example, was interested in a more robust CRM system than the one they had in place. Since Far Hills is marketing alternative investment strategies, their CRM activity is focused on managing both their relationships with prospective institutional investors as well as the hedge funds that may be interested in their distribution capabilities. MarketBuilders CRM template will allow them to customize the Saratoga CRM platform to track important details for both of these important constituencies that form the backbone of Far Hills business.

What is compelling about our approach is the flexibility of the CRM system, said Ray Dugas, one of the principals at MarketBuilders. Most financial services dont have the customization tools they needed, and relying on a VAR to do it for them not only added cost but they didnt get the intelligence they wanted fast enough. Since we work as an implementation partner, we can get them set up and give them all the tools they need to do it themselves, fast and without added cost.

Other Latest News of this Category:
Soffront CRM Supports Recurring Activities and Opportunities
Traditional Payment Players Wary as "NonBank Wallet" Offerings Expand Online Payment Options
As Facebook Intros New Safeguards, Firms Are Still Open To Security Threats
Inside Sales Delivers Efficiency and Customer Intimacy Needed in Challenging Markets
UK Companies Confused by IT Puzzle