When Vendor Demos Skip Migration: How a Mid-Market PE Firm Finally Got Its CRM Right

https://signalscv.com/2026/01/10-top-private-equity-crm-options-for-2026/

How a $1.1B Private Equity Firm Decided It Could No Longer Live on Spreadsheets In 2019 a private equity firm with $1.1 billion in assets under management faced a familiar problem