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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

Submitted on 2026-02-13 23:06:35

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