How a One-Line Comment About "Affinity" Changed How Our 12-Person PE Firm Picked Between Clienteer and Affinity

https://smoothdecorator.com/how-relationship-intelligence-solved-a-private-equity-firms-salesforce-mess/

When a 12-Person PE Firm Chooses a CRM: My Second Fund's Wake-Up Call On a rainy Tuesday in Q3, I was sitting across from our junior partner watching him demo a shiny CRM before we committed