Why Managing Directors and Operations Leads at US Private Equity Firms Struggle When Evaluating CRM Options
https://www.scribd.com/document/997581057/How-Private-Equity-Operating-Teams-Achieve-CRM-Goals-by-Capturing-Email-174988
Private equity firms are collectors of relationships, deal flow, and historical performance. That makes a customer relationship management (CRM) decision feel less like picking software and more like redesigning the firm's nervous system