When Your CRM Fails the Firm: How Mid-Sized PE Teams Can Make Salesforce Work for Deal Flow, LPs, and Operations

https://smoothdecorator.com/how-relationship-intelligence-solved-a-private-equity-firms-salesforce-mess/

Why many PE firms stall on their first serious CRM project You hired a vendor, bought seats, and launched a “CRM.” Six months later the platform is quiet, spreadsheets are alive, and associates are still sending deal notes by email