February 2012 Archives

Time for a CRM Evaluation Tune-Up?

As we all know, every business has its own set of individual characteristics: department structures including account management plans sales methodologies established customer processes deal sourcing strategies In addition, every business has its own special requirements needed to keep them on the road to success. One of the elements needed …

CRM Systems and Deal Sourcing

With the onset of the financial crisis, the private equity industry saw a significant drop in the value of new deals and exits being made. Although there has been improvement in the value and volume of deals being made recently, it is still a long way from the record-breaking deals …

The Next 5 in 5 – A Prediction of CRM Capabilities

 Each year, IBM predicts the next five technologies that will likely change the way we work, play and live in the next five years, otherwise known as “The Next 5 in 5.” Following this concept, CRM analyst Lauren Carlson decided to conduct a similar study, wondering where CRM will be …

Ways to Improve Deal Sourcing

David Teten, CEO of Navon Partners, released a study of how private equity and venture capital funds originate new investments. The study was published in the Winter 2010 issue of the Journal of Private Equity. Teten’s findings offer suggestions of how private equity and venture capital firms can find and …