Implementing Salesforce for Midsize Private Equity: Practical Steps to Stop Recreating Excel in the Cloud

https://www.bookmark-step.win/how-private-equity-firms-lose-50k-500k-a-year-by-ignoring-relationship-intelligence-and-automated-activity-capture

Why so many CRM projects at $100M–$5B PE firms stall before they deliver value You know the pattern: someone buys a popular CRM, a consultancy promises a “tailored platform,” and six months later the system holds more unresolved duplicate