Tag Archives: CRM Solutions

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 …

Successful CRM: Building Relationships with Early Stage Companies

by Emily Dyess Stickie notes covering desks and an abundance of unorganized spreadsheets are an outdated system of management for a multi-billion dollar industry. The question is, how exactly can you track early stage companies and build the relationship necessary to maintain potential business? “A recent Gartner Inc. research study …

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 …