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

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

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

Submitted on 2026-02-13 23:08:09

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