How a $1.4B Middle-Market PE Firm Replaced a Misaligned CRM with Salesforce to Fix Dealflow, LP Reporting, and Operations

https://troyaeco194.theglensecret.com/integration-nightmares-and-a-path-forward-crm-projects-that-break-and-how-mid-market-pe-firms-fix-them

How a firm managing $1.4B realized their CRM was working against them When the firm reached roughly $1