Tag Archives: CRM Adoption

Convincing Everyone in Your Organization to Embrace CRM

When properly implemented, Customer Relationship Management (CRM) software has the potential to drastically improve a company’s performance and efficiency. However, this can only occur if an organization’s employees fully embrace the CRM tools. This may seem a simple concept, but it is often considered to be the biggest obstacle in …

Dodd Frank: On the Books

We are all familiar with the Dodd-Frank Act, but regardless of our opinions on it one thing is clear: it’s going to happen. It represents the most comprehensive financial reform measures taken since the Great Depression, and with such a massive reform comes massive changes. Specifically, in the way your …

Debunking the Myths of CRM

There’s a lot of talk going around on whether or not CRMs really work for businesses and how to get the kind of results the “experts” say are possible.1 If you ask me, it’s really about how you look at CRMs: if you take the backseat approach and give in …

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 …

Deal Forecasting: Predicting Deal Sourcing Trends Using CRM

A few days ago, I was introduced to the idea of sales forecasting. It got me thinking about deals, and whether or not the same or similar concepts of sales forecasting would apply to deal sourcing and predicting future trends of deals – deal forecasting, so to speak. The article …

Top things to look for when choosing a CRM

Private Equity and Venture Capital firms have a broad spectrum of needs and solutions when it comes to CRM’s. As mentioned in a previous post, a willing and prepared management team is a requirement. Additionally, it is important to examine cost, maintenance and functionality of the CRM before investing in …

Ways to Improve Deal Sourcing

by Michael Lupacchino 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 …