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 …
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 …
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 …
Web based CRM SaaS is inarguably the way of the future. Optimized speed, high quality performance, access from many computers and locations simultaneously, reduction in IT costs and a competitive market leave no justification for other operations. “’The CRM market, in particular CRM on-demand, is still a very dynamic marketplace,’ …
Mobile devices are a driving force in the development of CRM SaaS systems, providing essential business functions despite being away from the office. “ABI Research forecasts that 240 million enterprise business customers will use cloud computing services from their mobile devices by 2015 – the same year the enterprise mobile …
A recent InformationWeek survey found that the percentage of companies using software as a service (SaaS) increased significantly from last year. This year, 60% of those surveyed said they were using a SaaS application, up 13 points from 47% in 2010. According to the article, this was “one of the …
EquityTouch, the deal sourcing collaboration CRM, now includes support for Outlook® 2010, robust document management, and improved search results. Used by Private Equity and Venture Capital firms, EquityTouch’s latest release includes numerous system enhancements and plug-in improvements. The application is based on the “Touch” concept. A Touch is any interaction …
With more than 21 years of experience as an IT support person and software developer, Nancy Keddy, Co-Founder and CEO of Touch Ahead Software, has “seen and heard about many CRM implementations that have gone poorly, but [has] also had the pleasure of being involved with many successful implementations.” In …
Based on the “Touch” concept, EquityTouch is unlike traditional customer relationship management (CRM) software systems. With EquityTouch, Touches are any transaction or communication involved in daily business activities that include emails, events, phone calls, and meetings. These Touches are then organized in the application by company, contact, and Touch type …
If you worry about employees’ reluctance to learn how to use the new CRM software your organization has just invested in, this post may help ease your mind. Since investing in CRM software requires a substantial amount of thought and careful consideration, you have the right to want everyone in …
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