Tag Archives: CRM

EquityTouch 2.5 Now Available

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 …

Touch Ahead Software Releases EquityTouch 2.0

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 …

Employee CRM Adoption

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 …

Making CRM Work for You

There are many reasons why you may be dissatisfied with your business’ on-premise CRM software. One of the common complaints is that the software requires companies’ in-house IT teams’ frequent and costly attention. The time and effort that your in-house IT team puts towards maintaining on-premise CRM solutions could be …

CRM Usage and Experience Within Private Equity/Venture Capital Industry

At both the ACG InterGrowth Conference in Las Vegas and the Growth Conference in Boston in 2009, we conducted a survey to gain insight regarding the alternative asset community’s CRM usage and experience. The survey was administered to those who represented a private equity, venture capital, or any alternative asset …