CRM That Actually Works for PE Firms: A Practical 90-Day Playbook for $100M–$5B AUM Teams
https://rapid-wiki.win/index.php/CRM_choices_for_middle-market_private_equity_firms:_why_Salesforce_is_a_realistic_path
Master CRM Rollouts: What You'll Complete in 90 Days By the end of this 90-day playbook you will have a working CRM that your deal teams, investor relations, and operations trust