Why Managing Directors, Partners, and COOs at PE firms struggle when implementing their first real CRM

https://www.bookmark-xray.win/case-study-how-relationship-intelligence-fixed-a-failed-crm-migration-and-poor-sourcing-discipline

You're leading a private equity firm with $100 million to $5 billion in assets under management. You finally decided to stop trusting spreadsheets, email folders, and tribal knowledge to run deal flow, LP relationships, and portfolio oversight