When "Automatic" CRMs Break Private Equity Operations: Practical Lessons for $100M–$5B Firms

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

Why this list matters: stop buying automation and start fixing outcomes Many managing directors, partners, and COOs at mid-market private equity firms have sat through demos that promise "automatic activity capture," "one-click portfolio