Why Managing Directors, Partners, and COOs at Mid-Market PE Firms Struggle When Implementing or Replacing a CRM
https://www.unitedbookmarkings.win/how-salesforce-data-shows-ai-deal-matching-rewires-sales-forecasting
Private equity firms managing between $100M and $5B face a particular set of frictions when they move from informal deal tracking to a formal CRM - or when they replace a system that no longer matches their scale