In an article written by Darrell Zahorsky, on about.com, he speaks about how it is getting harder and harder for firms to distinguish themselves from each other. With more competition in the marketplace comes an infinite selection of choices and selections in products and services. When many firms of the …
Follow-Up Touches With the latest update that was delivered on January 14th, EquityTouch® users now have the ability to create a quick Follow-Up Touch. Follow-up touches are another powerful function of the Touch System. They allow you to schedule follow up tasks (phone calls, meetings, interviews, visits etc) related to each …
Brian Solis, principal of Altimeter Group and an expert on new media and its effects on business and culture, recently dubbed the new era of customer relations as the “Egosystem.” “In a coauthored post on the CRM Software Advice site titled “Managing the Egosystem: 6 Rules of Engagement,” he says, …
Disclaimer: Due to the highly competitive nature of our client’s industry, they have requested that all names and titles be kept confidential. All information, quotes and testimonies are one-hundred percent true. One of EquityTouch’s clients is a leading investment company that provides capital for both recapitalizations in order to achieve …
by: Megan Linebarger In our mission to create the most intuitive and manageable CRM software for the alternative asset community, we at Touch Ahead pride ourselves on knowing how these businesses operate in order to design a CRM solution – EquityTouch – that addresses all of their needs. And they …
The Dodd-Frank Wall Street Reform and Consumer Protection Act, mandates that Private Equity advisers need to register with the SEC by July 21, 2011. Swap Data Repositories are required to register with the CFTC or SEC and make available on a confidential basis all data obtained by the swap data …
At Touch Ahead Software, we’ve raised the bar for business solutions by creating a powerful CRM software solution, EquityTouch, which helps businesses stay organized, leading to a better business process and measurable results. Keeping business contacts and relationships organized through Intelligent Relationship Management and having that information at your fingertips …
CRM (Customer Relationship Management) has been a buzzword for almost two decades now, ever since it popped up on the scene when Tom Siebel coined the phrase in 1993.1 Since then, it’s become a somewhat infamous business tool – and by that, I mean that many feel the software didn’t …
If you’ve been keeping up with the Touch Ahead employee bios, it may not come as a surprise to you that our Marketing Director Cathie Briggette has the ability to look at a computer and instantly get how it works (it’s a common theme amongst our employees). What’s different about …
In this series of posts, we’re discussing how EquityTouch’s unique features place it ahead of the competition, making our CRM software the ultimate business solution for the alternative asset community. In our first post, we focused on the Simple Customization feature; this week, we’ll take a look at EquityTouch’s Parent/Child …
©2005-2011 Touch Ahead Software LLC
EquityTouch and the EquityTouch logo are registered trademarks of Touch Ahead Software LLC
