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

https://post-wiki.win/index.php/When_a_Private_Equity_Firm_Installs_a_Real_CRM:_Charlotte%27s_Story

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