How Caderock beat the challenge of legacy data migration and integration.
It's easier than you think.
Integration of portfolio accounting and investor reporting is typically the Achilles' heel of CRM implementations. The Caderock team worked with the experts at Satuit to deliver a seamlessly integrated solution with SatuitCRM. "Carderock began discussions with their Satuit support team about the possibility of moving from their legacy CRM and report packaging products (from two different vendors), to an integrated approach using SatuitCRM® and SatuitCRA®...."