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CRM choices for middle-market private equity firms: why Salesforce is a realistic path

https://www.deltabookmarks.win/when-vendor-demos-skip-migration-how-crm-rollouts-devastate-pe-operating-teams

You run a private equity firm with $100M to $5B in assets under management. You know your deal pipeline, LP communications, portfolio monitoring, and fund accounting are only as good as the systems that tie them together

Submitted on 2026-02-14 12:35:32

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