When Your CRM Fails the Firm: How Mid-Sized PE Teams Can Make Salesforce Work for Deal Flow, LPs, and Operations

https://technivorz.com/making-xpedition-crm-and-microsoft-dynamics-integration-actually-work-lessons-from-an-8-month-mess/

Why many PE firms stall on their first serious CRM project You hired a vendor, bought seats, and launched a “CRM.” Six months later the platform is quiet, spreadsheets are alive, and associates are still sending deal notes by email