Thursday, June 17, 2010

The Benefits of Mobile CRM


How Deployment of Mobile CRM Can Help Your Business

Because pads of paper aren't enough!


Chances are that your employees already use a smartphone such as a BlackBerry for work. With the ease of mobility and the convenient size of the smartphone and other web-enabled handheld devices, why not choose to make your CRM application accessible on there, as well? Employees who work remotely are able to access client data in a matter of seconds with mobile CRM.

Mobile CRM can be very helpful to your team. Many businesses have employees on-the-go, and yours could very well be one of them. What's surprising is that not as many businesses as you may think have taken advantage of mobile CRM - which is an opportunity for your business to get ahead.

The ability to access client data and manage complex business relationships while out of the office is invaluable. Why not take advantage of the opportunity to increase productivity while improving organization and communication?

Using a CRM application that has mobile capabilities helps you to stay on top of data entry. For example, if you just met with a client, and you agree to set a date for another meeting, you have your CRM at your fingertips. With some solutions that have Outlook and calendaring integrated, you could immediately check what dates and times work for you and enter the appointment right then and there. This decreases the chances that you will forget about your future meeting or forget to put it on your calendar. Many CRM applications allow you to enter your points of contact with a person, whether it is a meeting, phone call, or E-mail. Mobile CRM allows you to enter this information instantly before you get back to the office and while the information is still fresh in your mind.

Mobile CRM is an easy, secure way to get the information you need, when you need it. An interesting statistic is provided by the maker of BlackBerry, Research In Motion. It collaborated with Forrester to research the market for mobile CRM, and they found that more than half of the people who responded to their study lost business opportunities before they made their CRM available on the road, because they couldn't access the information without being in the office.

This is another reason why making CRM available on-the-go is so important. Try not to use lack of time and money as an excuse to not invest in mobile CRM, because the business opportunities that are lost as a result of inaccessible information will cost you time and money in the long-run.

CRM SaaS Exhibit at Boston ACG Conference


CRM SaaS Exhibit at Boston ACG Conference
EquityTouch® CRM to Be Exhibited at ACG Conference

Boston, MA, June 3, 2010 - Touch Ahead Software, developer of EquityTouch® CRM, will be exhibiting at the June 9 & 10 ACG Capital Growth Conference in Boston. Touch Ahead Software has attended past ACG
conferences, both locally and nationally. One of these includes the recent 39th Annual ACG InterGrowth Conference in Miami Beach, Florida, which took place from May 4-6.

The ACG Boston Growth Conference takes place annually and attracts the private equity and alternative investments industry. The conference consists of guest speakers and networking opportunities. When exhibiting EquityTouch® at past ACG conferences, Touch Ahead received a great deal of positive response from attendees.


John Binda, Director of Sales, left, and Nancy Keddy, Co-Founder & CEO, right

John Binda, Director of Sales at Touch Ahead, says he is looking forward to Touch Ahead being a silver sponsor for the upcoming ACG conference. He says, "This event gives us a huge opportunity to showcase EquityTouch®, since it is designed specifically for the alternative asset community, whose members will be attending the conference, as well."

Nancy Keddy, Co-Founder and CEO of Touch Ahead, is also thrilled about the event.
"I look forward to connecting with the many successful deal makers and finding out what is on the horizon."

Binda and Keddy are not the only ones excited about the upcoming Boston conference. According to Co-Founder and CTO Tim Lasonde, "ACG is a great place to connect with experts in the deal world and get an understanding of what is happening in our economy. I am interested to learn what companies are using to get deals done in this new landscape."

Touch Ahead just released an updated EquityTouch® 2.1 on Friday, May 21. This update included the ability to use keyboard navigation in search results, color coding, and advanced relevance sorting. Touch Ahead is constantly coming up with new ways to improve user experience, which is another reason to get excited about what is to come at next week's ACG conference.

About Touch Ahead Software LLC
Touch Ahead Software is a Customer Relationship Management (CRM) solutions company, focused on providing unparalleled benefits of advanced technology to the alternative asset community. The benefits include higher user satisfaction and increased deal sourcing productivity by utilizing user-friendly collaboration tools, as well as a dramatically reduced cost of ownership and time for implementation. Touch Ahead Software is the developer of EquityTouch®, the premiere deal CRM service for the financial industry and other specialized industries. For more information, please visit http://www.touchahead.com.



Press Contact
Cathie Briggette
Touch Ahead Software LLC
(p) +1 866 960 9301
(e) cmb@touchahead.com

Touch Ahead Software Releases Updated EquityTouch® 2.1

Touch Ahead Software Releases Updated EquityTouch® 2.1

Popular CRM deal sourcing application receives update; including Keyboard Navigation in Search Results, Color Coding, and other enhancements.


Boston, MA, May 26, 2010 – Touch Ahead Software, LLC released EquityTouch® version 2.1 this past Friday. EquityTouch, a customer relationship management (CRM) software application is unlike other CRMs on the market in that all transactions or communications are recorded as “Touches” that are then easily referenced to multiple companies or individuals. Ideal for Private Equity and Venture Capital firms, EquityTouch allows users to easily organize and chronicle the deal cycle.

Founder and Senior Partner, Nancy Keddy says that the updates provide additional functionality and ease of use. “EquityTouch makes you feel like you are using an application locally, yet it is on the web.” The newest version contains multiple program enhancements such as Keyboard Navigation, Color Coding, and Advanced Relevance Sorting. “These additions give users a more efficient method of working through their data, making them more productive,” says Keddy.


EquityTouch 2.1 Updates Include


  • Keyboard Navigation in Search Results
    • Users can now use the keyboard arrow keys to navigate search results.

    • The feature offers ease of use, eliminating the need for multiple mouse clicks. Users can move back and forth with simple keystrokes.

  • Color Coding in Search Results
    • Company search results can now be configured to be color coded based on Company Type.

    • The Color Coding option is available under the Administration section.

  • Advanced Relevance Sorting
    • Companies with the exact search string in their name or alternate company name will be placed at top of the search result list.

    • The results are then sorted by where the search string appears in the Company Name.

Current EquityTouch users automatically received the update. Any technical questions/concerns can be directed to Touch Ahead Support via email (help@touchahead.com) or phone (1-866-960-9301).


For additional information on EquityTouch or to request a demo, please visit http://www.touchahead.com/equitytouch.html.


About Touch Ahead Software LLC

Touch Ahead Software is a Customer Relationship Management (CRM) solutions company, focused on providing unparalleled benefits of advanced technology to the alternative asset community. The benefits include higher user satisfaction and increased deal sourcing productivity by utilizing user-friendly collaboration tools, as well as a dramatically reduced cost of ownership and time for implementation. Touch Ahead Software is the developer of EquityTouch, the premiere deal CRM service for the financial and other specialized industries. For more information, please visit http://www.touchahead.com.


Press Contact

For more information, please contact:

Cathie Briggette

Touch Ahead Software LLC

(p) +1 866 960 9301

(e) cmb@touchahead.com