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As your firm scales from one fund to the next, your back office operations need to keep up. A CRM can help—but when up to 70% of CRM implementations fail, taking the project from idea to action and adoption is key.
Download the checklist for access to:
- A 5-step process to launch a CRM successfully
- Guidance on avoiding the pitfalls of CRM implementation
- Expert tips from Lauren MacDonald, Principal at Sozo Ventures