CRM Integration Nightmares in Private Equity — A Practical 90-Day Playbook for MDs, Partners, and COOs
https://www.bookmarking-maze.win/how-relationship-intelligence-solved-a-private-equity-firm-s-salesforce-mess
If your fund sits between $100M and $5B in AUM and you're either deploying a CRM for the first time or swapping out a system that creaks under current scale, this guide is written for you