Tag Archives: Private Equity CRM

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 …

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 …

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 …