News

Customer Service: How It’s Failing Your Business

During tough economic times customer loyalty can get rocky. Companies need to retain these customers by providing superb customer service and taking care of frustrated customers. Strong customer service is an important part in providing positive customer feedback as well as higher customer retention. Accurate knowledge and prompt service is imperative in customer service. Employees need to know all aspects …

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 …

Touch Ahead Software Releases EquityTouch 2.15

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 …

Getting to Know Touch Ahead: Nancy Keddy, CEO and Co-Founder

Eighteen years ago, if you had asked Nancy Keddy if she had plans to start her ownbusiness, chances are you couldn’t; you wouldn’t know where to find her, because she and her husband were on the road in their Subaru driving across the country. Though she was born and raised …

Getting to Know Touch Ahead: Soumya Chorappan, Senior Software Engineer

Soumya Chorappan began her interest in computer technology innocently enough, as a young girl in South India playing computer games while her older brothers were busy working. But what started out as just a hobby turned into a career. Today, Soumya is a Senior Software Engineer at Touch Ahead Software. …

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 …

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 …

EquityTouch 2.1 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 …