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Saratoga Systems Signs Far Hills Group to Extend CRM Presence in Financial Services MarketSales Agent MarketBuilders Adds to Portfolio of Investment Management Companies Standardizing on Saratoga CRM CAMPBELL, Calif. (March 19, 200 7 6 ) – Saratoga CRM ( www.saratogasystems.com ), 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 ( www.marketbuild.com ) 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 CRM. “MarketBuilders has helped Saratoga CRM 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 don't have the customization tools they needed, and relying on a VAR to do it for them not only added cost but they didn't 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.” About Saratoga Systems Saratoga CRM provides advanced solutions that enable our customers to maximize employee productivity, increase operational efficiency, create new revenue opportunities, build and maintain satisfied customers, and build a strong, sustainable competitive advantage. Saratoga CRM currently has 120,000 users worldwide and more than 800 corporate customers including BASF, Hanson PLC, ING Investment Management, Kodak, MetLife, T. Rowe Price, UBS, and Virgin Atlantic Airways. Saratoga CRM has its headquarters in Campbell , California , the heart of Silicon Valley , and regional offices in the United Kingdom , Sweden , Germany , and France , as well as distributors throughout the world. For more information, see Saratoga CRM at www.saratogasystems.com . Contact: Tom Woolf |
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