Tag Archives: Venture Capital CRM

Raising the Bar for Business CRM Solutions

If you own or run a business, you know how important it is to manage the relationships you have with your business’s internal and external stakeholder groups, and to ensure that no relationships turn sour because you failed to manage them well. So, how exactly does one manage their business …

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 …

The Next 5 in 5 – A Prediction of CRM Capabilities

 Each year, IBM predicts the next five technologies that will likely change the way we work, play and live in the next five years, otherwise known as “The Next 5 in 5.” Following this concept, CRM analyst Lauren Carlson decided to conduct a similar study, wondering where CRM will be …

Ways to Improve Deal Sourcing

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 can find and …

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 …

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 …