Microsoft Dynamics CRM Software for Private Equity

Build long-lasting, profitable client relationships

To remain ahead of the field, Private Equity firms must develop and nurture excellent client relationships. Touchstone have harnessed the proven power of Microsoft Dynamics CRM to deliver the perfect customer relationship management solution specific to the Private Equity sector.

Microsoft Dynamics CRM Software for Private Equity enables your business to:

• Manage the life-cycle of a deal from introduction through to exit, using workflow to streamline tasks
• Easily understand the value of relationships with advisors/intermediaries
• Build-up profiles on potential investors and manage the fundraising pipeline
• Record all pertinent communications and meetings with contacts and organisations
• Automate the production of management information across deal flow, fundraising and marketing
• Allow ad hoc queries to be carried out by end users
• Drive high levels of user adoption through a familiar and easy-to-use environment
• Enable access to critical data on mobile devices

Application highlights include:

• Communication Management: Easily track all pertinent communications and meetings against a Microsoft Dynamics CRM record, allowing an appropriate level of visibility across the team and business. In addition, it provides the visibility to track all known relationships between an individual and the organisations they are working with.
• Simplicity: The application is embedded within Microsoft Office Outlook, providing a familiar and easy-to-use interface to the system. Navigation is straightforward and the screens are designed to be intuitive-to-use. The integration with Microsoft Office Excel, Word and SharePoint also enhances the user experience.
• Deal Flow: Touchstone’s CRM solution for Private Equity enables you to manage the deal pipeline easily and effectively by allowing a single list of all active and inactive deals to be kept across the entire business regardless of location/office. This wealth of information can be used to drive management decisions through automated reporting. Furthermore you can track all relevant information against the deal, such as the internal and external teams involved, the introducer, fees paid and any outstanding actions relating to the deal.
• Investor Relations (IR): Starting with building a complete investor profile, the Touchstone solution allows all potential investors of a fund to be tracked while current investors can be segmented into groups to ease the distribution of reports. In addition, the information in Microsoft Dynamics CRM can be used to assist with the planning of multiple meetings with potential investors whilst abroad.

• Track Talent: Easily search the Microsoft Dynamics CRM database for candidates for a specific management role, including the ability to store CVs.

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