When Your CRM Fails the Firm: How Mid-Sized PE Teams Can Make Salesforce Work for Deal Flow, LPs, and Operations

https://wiki-stock.win/index.php/When_an_Investment_Firm_Lost_Weeks_to_Manual_Email_Processing:_Alex%27s_Story

Why many PE firms stall on their first serious CRM project You hired a vendor, bought seats, and launched a “CRM.” Six months later the platform is quiet, spreadsheets are alive, and associates are still sending deal notes by email