Why CRM Rollouts Fail at Small-to-Mid Private Equity Firms (and How to Fix It)

https://www.cool-bookmarks.win/making-xpedition-crm-and-microsoft-dynamics-integration-actually-work-lessons-from-an-8-month-mess

If your firm sits between $100 million and $5 billion in assets under management and you're a Managing Director, Partner, or COO planning your first CRM or replacing one that no longer fits, this matters