Why CRM Rollouts Fail at Small-to-Mid Private Equity Firms (and How to Fix It)

https://mike-wiki.win/index.php/Why_Relationship_Intelligence_Beats_Manual_Logging:_Questions_Your_Analysts_Will_Ask

If your firm sits between $100 million and $5 billion in assets under management and you're a Managing Director, Partner, or COO planning your first CRM or replacing one that no longer fits, this matters