Tag Archives: CRM Implementation

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 …

Three CRM Trends to Follow

Some of the major business world booms involve the cloud, social media, and on-the-go technologies. It is no surprise that the following trends are shaping the future of CRMs. Cloud: The origin of customer information that is the most important most likely exists outside company in conversation on social media …

Raising the Bar for Business CRM Solutions

If you own or run a business, you know how important it is to manage the relationships you have with your business’s internal and external stakeholder groups, and to ensure that no relationships turn sour because you failed to manage them well. So, how exactly does one manage their business …

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 …

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 …

Getting to Know Touch Aheads Software Support Engineer, Matthew MacDonough

Matthew MacDonough is Touch Ahead Software’s Software Support Engineer. He interacts with clients and assists them in any problem they may have – so if you’ve got a question about EquityTouch or simply just want a stellar report compiled from your CRM data, Matthews’s your guy. Originally from Wakefield, Massachusetts, …

The Deal Pipeline: Five Metrics for Maintaining Control of Your CRM

Customer Relationship Management software is a tool that can be used by many different professionals to track a variety of activity and productivity. Since we here at Touch Ahead cater mainly to venture capitalists and the private equity community, we’ve mentioned how these people lead busy lives and can sometimes …

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 …

Deal Sourcing – Stay One Touch Ahead with CRMs

A recent report by the Private Equity Growth Capital Council stated that private equity firms in Massachusetts invested more than $6 billion in Mass-based companies in 2010, ranking number six in terms of deal value1. That money was invested in 57 companies – an average of $105+ million to each company. Now, I don’t …

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 …