CRM That Actually Works for PE Firms: A Practical 90-Day Playbook for $100M–$5B AUM Teams

https://www.slideserve.com/eogernrhbu/how-private-equity-teams-escaped-excel-hell-alex-chen-s-week-that-changed-the-f

Master CRM Rollouts: What You'll Complete in 90 Days By the end of this 90-day playbook you will have a working CRM that your deal teams, investor relations, and operations trust