Blog

The Top 7 Benefits of CRM Software

Yes, it’s true; CRM software does indeed have the capability for any organization to move towards a more efficient way of defining the company-client relationship. Although the standard CRM definition includes better serving existing customers and developing services to recruit new customers, CRM is also a business practice that combines software solutions …

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 …

Darell Zhorsky says: MANAGE YOUR CUSTOMER RELATIONSHIPS OR PERISH

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 …

New Functionality in EquityTouch as of January 14, 2012

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 …

Get With The Times or Get Left Behind (Business CRM)

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, …

EquityTouch: CRM Client Case Study

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 …