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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 …

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 …

Getting to Know Touch Ahead: Keith Mitchell, Software Architect

Keith Mitchell is a Software Architect. He’s worked at Touch Ahead Software for five years and has been living in Boston for over 20, where he has successfully raised a 21-year-old daughter. But Keith is much more than just another techie at a software company. Originally from Biloxi, Mississippi (down …

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 …

Successful CRM: Building Relationships with Early Stage Companies

by Emily Dyess Stickie notes covering desks and an abundance of unorganized spreadsheets are an outdated system of management for a multi-billion dollar industry. The question is, how exactly can you track early stage companies and build the relationship necessary to maintain potential business? “A recent Gartner Inc. research study …

Equity Touch CRM SaaS – Leading Way to Manage Client Relationships

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,’ …

Ways to Improve Deal Sourcing

by Michael Lupacchino 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 …