Tag Archives: CRM Solutions

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 …

New Article about Touch Ahead in Amazing Clients @ Burns & Levinson

Staying a Touch Ahead – Client and Prospect Info at Your Fingertips by:  John O. Cunningham, freelance writer/editor  http://www.burnslev.com  Despite being a CEO, as well as the founder and developer of three successful technology services companies, Nancy S. Keddy does not talk a lot about herself. But ask her about …

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 …

The CRM Strategy

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 …

Raising the Bar for Business CRM Solutions: Intelligent Relationship Management

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 …

Raising the Bar for Business CRM Solutions: Simple Customization

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

Touch Ahead Software Releases EquityTouch 2.6

Touch Ahead Software is at it again with its latest release of EquityTouch 2.6. This new and improved deal sourcing collaboration CRM has been updated to deliver the best results for managing your complex business relationships. Every day, people are interacting with one another in order to make sound business …

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 …