Tag Archives: Private Equity CRM Solutions

Investing Yourself

If it were easy to be a venture capitalist, it would be a much more common resume listing. Being able to identify new and innovative technologies and then generate a high commercial return, at an early stage, is not something you are born with.   And then taking a role to …

LinkedIn to Outlook to EquityTouch

Want to save time during the work day? Who doesn’t?  Do you find yourself wasting time copying and pasting, or typing in people’s information to create contacts? Thanks to the LinkedIn grab tool, those days of manually typing in information are over. It instantly creates new Outlook contacts without copying, …

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 …

CRM Systems and Deal Sourcing

With the onset of the financial crisis, the private equity industry saw a significant drop in the value of new deals and exits being made. Although there has been improvement in the value and volume of deals being made recently, it is still a long way from the record-breaking deals …

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 …

New Functionality in EquityTouch as of January 14, 2012

Follow-Up Touches With the latest update that was delivered on January 14th, EquityTouch® users now have the ability to create a quick Follow-Up Touch.  Follow-up touches are another powerful function of the Touch System.  They allow you to schedule follow up tasks (phone calls, meetings, interviews, visits etc) related to each …

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 …

Raising the Bar for Business CRM Solutions: Superior Fast Searching

by:  Megan Linebarger In our mission to create the most intuitive and manageable CRM software for the alternative asset community, we at Touch Ahead pride ourselves on knowing how these businesses operate in order to design a CRM solution – EquityTouch –  that addresses all of their needs.  And they …

Raising the Bar for Business CRM Solutions: Ready-to-Run Reports

At Touch Ahead Software, we’ve raised the bar for business solutions by creating a powerful CRM software solution, EquityTouch, which helps businesses stay organized, leading to a better business process and measurable results. Keeping business contacts and relationships organized through Intelligent Relationship Management and having that information at your fingertips …

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 …