What Managing Directors and Operations Leads at US PE Firms Lose When They Ignore Relationship Intelligence vs Process Governance

https://www.scribd.com/document/997581057/How-Private-Equity-Operating-Teams-Achieve-CRM-Goals-by-Capturing-Email-174988

6 Practical Questions PE Leaders Should Ask When Choosing a CRM—and Why Each Matters When private equity firms shop for a customer relationship management (CRM) system, the decision rarely comes down to a single feature