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 …

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 …

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 …

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 …