BOSTON--(BUSINESS WIRE)--CALCAP, a real estate investment and advisory firm, deployed Satuit to modernize and automate its investor management and communications processes through a centralized cloud-based customer relationship management (CRM) platform. The company realized an ROI of 374 percent with payback in just four months’ time.
The Satuit deployment positioned the firm for growth as the project enabled improvements in security, consistency and efficiency of communications.
Founded in 2008 and based in Pasadena, California, CALCAP Advisors partners with businesses, asset managers, real estate investors and developers to allocate capital across a multitude of real estate investments. As the company grew from a relatively small number of transactions and clients managed, the partners realized that they needed a better way to direct processes that had relied on a combination of spreadsheet data, shared cloud drive services and traditional mail and e-mail services, seeking to leverage a genuine CRM solution.
“Recognizing that part of their business is having a professional customer-facing image, technology became an important piece of that equation as CALCAP grew. The deployment of Satuit means that the firm can provide clients and a broad base of investors with a professional self-service portal for improved transparency and better reporting while looking better doing so,” said Rebecca Wettemann, VP of Research at Nucleus Research.
Operating a unique business in the real estate sector, the company’s early achievement of growth targets highlighted the need for a comprehensive CRM solution. Moving to a single platform to consolidate account and investor information has also enabled CALCAP to streamline and automate financial reporting processes while providing around-the-clock secure access to clients via a secure portal.
Nucleus quantified the initial and ongoing costs of software subscription fees, travel expenses for training, and the cost for one internal staff member to launch and maintain the deployment. The implementation was provided by Satuit so that no additional consulting or services investment was required.
See the full report at: https://nucleusresearch.com/research/single/satuit-roi-case-study-calcap-advisors/
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