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
Prestigious CEO Forum Now Using EquityTouch Deal Sourcing Software
All women business forum of The Commonwealth Institute implements CRM system from Touch Ahead Software
Boston, MA, March 19, 2010 - The Commonwealth Institute Evening CEO Forum has recently started to use EquityTouch for information management. The Commonwealth Institute (TCI) is a non-profit organization dedicated to helping women CEO's and entrepreneurs grow their businesses. TCI's Evening Forum members meet once a month to discuss complex business decisions and exchange ideas. Nancy Keddy, a member of The Commonwealth Institute and co-founder of Touch Ahead Software, noticed that TCI's Evening Forum would benefit from a system to track the communications of the monthly meetings.
During the forum, members exchange contacts and recommendations among one another. TCI Members also provide monthly "check-in" documents with updates and other news about their own businesses. TCI's Evening Forum was looking for a fast and efficient way to digitally archive the documents so that they could be easily accessed in the future. Keddy saw this as an opportunity and recommended EquityTouch. The program now provides a centralized database for all TCI Evening Forum members to upload and reference information at the click of a button.
The "Touch" concept of EquityTouch is helping to organize the information flow of the Evening Forum. According to Keddy, the Forum meets for three and a half hours, and a lot of information is exchanged. With EquityTouch, all communications including recommendations (reading materials, businesses, and individuals), key events, and research can all be catalogued as "Touches" and placed in the database for fast and efficient referencing. Keddy says "TCI's Evening Forum is using EquityTouch in many different ways to have information ready at our fingertips."
About The Commonwealth Institute
The Commonwealth Institute (TCI) is a non-profit organization that helps women entrepreneurs, CEOs and senior corporate executives grow their businesses through peer mentoring. For more information, visit www.commonwealthinstitute.org.
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 dramatically reduced cost of ownership and time for implementation, as well as higher user satisfaction and organizational profitability through deal sourcing and powerful collaboration tools. Touch Ahead Software is the developer of EquityTouch, the premiere CRM service for the financial and other specialized industries. For more information, please visit
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
Touch Ahead Software Releases EquityTouch®
2.0
EquityTouch, the popular private equity/venture capital deal sourcing software receives Outlook integration, advanced search options, and other enhancements in new release
Boston, MA, March 15, 2010 - Based on the "Touch" concept, EquityTouch is unlike traditional customer relationship management (CRM) software systems. With EquityTouch, Touches are any transaction or communication involved in daily business activities that include emails, events, phone calls, and meetings. These Touches are then organized in the application by company, contact, and Touch type for easy reference. The newest version contains multiple application enhancements and customizable options that allow users to import data easily with fewer keystrokes and mouse clicks.
Outlook®
Integration: EquityTouch 2.0 features a downloadable plug-in for Microsoft® Outlook. Users who are running Outlook 2003 or 2007 can install the plug-in to push emails, calendar events, and contacts directly into EquityTouch from Outlook. The EquityTouch Outlook integration allows users to push emails/events to EquityTouch as a Touch, and all recipients become participants of the Touch. EquityTouch then matches all email/event recipients to contacts already existing in the application. If a match is not found, a pop-up window appears that allows them to either create a new contact or manually match them with an existing contact to resolve the difference.
"Or" Searching: Version 2.0 of EquityTouch allows users to perform "or" searches under the Advanced Search tab. Previous versions would allow for single variable searching in all fields. "Or" searching now allows users to select multiple variables in a single field. The new feature is accessible under the Advanced Search tab.
Created/Modified By: EquityTouch 2.0 also includes "Modified By" and "Created By" searching that allows users to look up information based on what other users have been working on in the application. A created and modified date and time stamp will appear on company and person summary pages as well. These options are available under the "Company" and the "Person" search fields in Advanced Search.
Enhanced Filtering: The new release also contains improved filter settings that allow a user to save their filter settings under the "Touches" tab. Users can select the Touch types they would like to see, and then select "Apply Filter." Once the search is run, the user can save the filter under tools settings.
Current EquityTouch users will automatically receive the update. The only action required on the user side is the option of downloading and installing the Outlook plug-in. 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 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 dramatically reduced cost of ownership and time for implementation, as well as higher user satisfaction and organizational profitability through deal sourcing and powerful collaboration tools. 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 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
75 Kneeland St., 2nd Floor
Boston, MA 02111
FOR IMMEDIATE RELEASE
FOR MORE INFORMATION:
Cathie Briggette
Marketing Director
(866-960-9301) x207
cmb@touchahead.com
Touch Ahead Software, LLC hires new employee
BOSTON - Touch Ahead Software LLC announced today that John Binda has joined the company as Director of Sales. He will lead the effort to increase overall revenue growth for the company. John Binda's first day at Touch Ahead Software was December 1, 2009.
John is joining Touch Ahead Software, from Neocase Software, where he was the Regional Director and responsible for national product sales. "There are tremendous opportunities ahead for Touch Ahead Software, and the EquityTouch product. Touch Ahead Software has created a world-class CRM solution for VC and Private Equity organizations" Binda said. "I am excited about helping customers manage all of their communications with team members, intermediaries, and potential deal companies"
John will report to Touch Ahead Software CEO, Nancy Keddy. "I am delighted to welcome John to Touch Ahead Software"," Keddy said. "This is an exciting time with our latest release of EquityTouch, a relationship management, and collaboration solution for venture capital and private equity firms. John's unique and diverse background, coupled with his deep software sales experience and understanding of the CRM industry, will be an invaluable asset in our plans to grow the business.
Before joining Neocase Software in 2008, Binda spent 15 years working for various CRM vendors and resellers. His role has been to increase revenues, and improve customer satisfaction.
Touch Ahead Software develops cutting edge SaaS solutions. Touch Ahead has developed EquityTouchTM, a remarkable CRM solution enabling organizations to intelligently manage new business opportunities. EquityTouchTM prides itself on being the fastest web application, while delivering the most vital features of CRM and a completely customizable interface.
Touch Ahead Software is a Boston based software development firm that provides web-based relationship management and collaboration solutions. For more information please contact Cathie Briggette at (866) 960-9301 x706 . Or visit http://www.touchahead.com/
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