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Xpedition Xpedition strengthens impact in Private Equity with Preqin partnership

From the press release:
"Xpedition (previously known as TouchstoneCRM)  has today announced its new partnership with data provider Preqin. The partnership will allow Private Equity and Venture Capital firms to take full advantage of Preqin's investor insight within Xpedition's proven Private Equity CRM Accelerator."

For more details click here



Posted: 02 August, 2018
Xpedition TouchstoneCRM becomes Xpedition

About the change:
"TouchstoneCRM, a wholly owned subsidiary of the Touchstone Group, is pleased to announce that it has changed its name from TouchstoneCRM to Xpedition. A Microsoft Gold Partner for over 15 years, TouchstoneCRM has engaged with clients on hundreds of projects, historically delivering Microsoft Dynamics CRM. The renaming to Xpedition signifies another step in a period of growth and evolution, as the business moves beyond CRM."

Read the press release here



Posted: 27 March, 2018
Xpedition Touchstone CRM blog 'Five business hacks for a Dynamics CRM deployment'

From the post:
"Let’s cut to the chase. What’s working well for companies deploying or upgrading Dynamics CRM today? Our man on the inside Mike Creffield shares his five most important actions, fresh from his latest hands-on deployment projects."

Read the full post here



Posted: 26 January, 2018
Xpedition Touchstone CRM seminar 'Transforming Fundraising, Deal Flow, Investor Relations and Analytics in Private Equity'

6th March in London

About the event:
"Join us for a an exclusive look into the latest strategies and technologies that are enabling Private Equity firms to combat modern investor pressures, deal flow demands and regulatory requirements. During only a few hours, discover how new technologies are helping firms."

For more details click here



Posted: 26 January, 2018
Xpedition Touchstone CRM briefing 'Get more from Microsoft Dynamics CRM/365'

27 February 2018 in London

About the event:
"If your Microsoft Dynamics platform is failing to keep up with the changing needs of your business, join Touchstone on the 27th February where Project leaders will share experiences that have helped companies get CRM back on track."

For more details click here



Posted: 26 January, 2018
Xpedition Touchstone CRM sponsors 2018 Wealth Briefing GDPR Summit 'The Countdown to GDPR: Navigating the New Data Protection Regulations'

21 February 2018 in London

About the event:
"GDPR is one of the most prominent pieces of European regulation that all entities holding personal data must comply. Aimed at reforming the out-dated EU Data Protection Directive to better protect the public’s personal information, GDPR enters into force on 25 May 2018 and, unlike a directive, does not require enabling legislation to be passed by governments."

For more details click here



Posted: 26 January, 2018
Xpedition Touchstone CRM announces sponsorship of the Wealth Briefing GDPR London Summit

21 February 2018

From Touchstone CRM:
"The GDPR London Summit will host three panel discussions and a keynote speech by Garreth Cameron of the Information Commissioner’s Office. Panellists are set to discuss areas in wealth management that will be impacted by wide-reaching reforms to data protection regulations under GDPR and how to effectively mitigate potential risks in order to stay ahead of the regulatory curve."

For more details click here



Posted: 20 December, 2017
Xpedition Touchstone CRM seminar ‘The Technologies Transforming Fundraising, Deal Flow, IR and Reporting’

30th November 2017 at the Shard, London

About the event:
"With over 20 Private Equity Clients worldwide choosing to work with Touchstone, join the proven Private Equity technology specialists and uncover how modern technologies are helping firms to: bid more strategically, retain key members of staff, exploit investor behaviours and relationships, avoid regulatory fines."

For more details click here



Posted: 24 October, 2017
Xpedition Touchstone CRM 'PE Technology Insight Briefing - Transforming Fundraising, Deal Flow, Investor Relations and Reporting'

7 September 2017 in London

From Touchstone:
"With over 20 Private Equity clients worldwide, come along to learn from the industry leaders about the latest digital technology solutions for Private Equity.
Join Touchstone and discover how new technologies are helping firms:

- Bid more strategically with advanced analytics
- Retain key staff members with new simpler, digital ways of working
- Exploit investor behaviors and relationship with effective targeting
- Avoid regulatory fines with..."


For more details click here



Posted: 19 July, 2017
Xpedition Touchstone CRM deploys client relationship management solution to Bridges Ventures

From Touchstone CRM:
"The CRM solution would enable more efficient, effective and cohesive activity across the firm to improve goals and objectives. Bridges Ventures could store and deploy its existing data intelligence in a single repository making business information and analytics easier to access and view. This provided employees with the insight to create accurate and targeted communication and defined action plans based on up to date and relevant business & market information."

Read the case study here



Posted: 25 April, 2017
Xpedition Touchstone CRM webinar 'How intelligent business applications are helping Private Equity firms to focus on the right investments'

11 May 2017

About the webinar:
"During this 40 minute webinar uncover how with tailored business applications for Private Equity, firms can; quickly qualifying the value of investor relationships, build up profiles of potential investors to support client acquisition, enhance visibility and management of critical investor and deal processes, unlock ‘Who-Knows-Who’ relationships, identify and capitalise on intermediary, placement and advisor relationships and make faster decisions with timely analytics and intelligent reporting."

For more details click here



Posted: 25 April, 2017
Xpedition Touchstone CRM paper 'Intelligent Business Applications for Private Equity - Securing your firms future'

From the paper:
"In this paper, we share our thoughts and insights about why and how effective intelligent business applications for Private Equity and Venture Capitalist firms are being adopted. We discuss the business risks and opportunities of action and ‘do nothing’ approaches to securing your Private Equity firm’s digital future."

Read the full paper here



Posted: 25 January, 2017
Xpedition Touchstone CRM event 'Discover Dynamics CRM & Dynamics 365'

15 December 2016 in London

From Touchstone CRM:
"Based on real-world scenarios, our CRM event content is always firmly focused on business challenges that CRM can help you handle. We help you foster innovation with brilliant ways to engage with your clients and key stakeholders. If you are serious about CRM, Touchstone events provide an unmissable source of information and inspiration to kick start your CRM project."

For more details click here



Posted: 12 December, 2016
Xpedition Touchstone CRM seminar 'Discover Dynamics CRM 2016'

22 September 2016 in London

About the event:
"Whether you’re new to Microsoft Dynamics or have an existing Dynamics platform, discover how you can provide your workforce with a single, unified process to easily deliver fast, amazing customer service. Discover how Touchstone and Microsoft Dynamics CRM 2016 can elevate your business with innovative solutions, services and unparalleled value."

For more details click here



Posted: 02 August, 2016
Xpedition Touchstone CRM seminar 'Discover Dynamics CRM 2016'

 1 September 2016 in London

About the event:
"Whether you’re new to Microsoft Dynamics or have an existing Dynamics platform, discover how you can provide your workforce with a single, unified process to easily deliver fast, amazing customer service. Discover how Touchstone and Microsoft Dynamics CRM 2016 can elevate your business with innovative solutions, services and unparalleled value."

For more details click here



Posted: 02 August, 2016
Xpedition TouchstoneCRM are appointed by Lombard Risk to deliver Microsoft Dynamics CRM

From TouchstoneCRM:
"Lombard Risk Management plc has selected TouchstoneCRM to design, customise and implement a CRM solution to help facilitate effective management of their products and services from multiple international offices."

For more details click here



Posted: 20 June, 2016
Xpedition Touchstone CRM event 'Retune your Microsoft Dynamics CRM Platform'

19 May 2016 in London

For more details click here



Posted: 18 May, 2016
Xpedition Touchstone CRM demo 'Discover Dynamics CRM 2016'

14th June 2016 in London

About the event:
"A no-nonsense demo of Microsoft Dynamics CRM 2016. Whether you’re new to Microsoft Dynamics or have an existing Dynamics platform, discover how you can provide your workforce with a single, unified process to easily deliver fast, amazing customer service."

For more details click here



Posted: 13 May, 2016
Xpedition Touchstone CRM announces new client, First Names Group

From Touchstone CRM:
"First Names Group, a leading independent provider of trust, corporate and fund administration services, has chosen Touchstone CRM to implement their global CRM programme. It begins with the successful launch of a sales tool to manage contact information collaboratively for their intermediaries across the organisation."

For more details click here



Posted: 13 May, 2016
Xpedition Touchstone CRM Dynamics CRM 2016 Briefing - Using social networks to build relationships and boost sales

17 March 2016 in London

About the briefing:
"Using social networks to build relationships and boost sales. Join us Thursday, 17th March in London for an introduction to Microsoft Dynamics CRM 2016 and lessons on how to utilise social networks to boost sales."

For more details click here



Posted: 21 January, 2016



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