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CRM Selection

As private capital firms grow, they often find themselves faced with the challenge of managing the many investor, vendor, and portfolio relations that accompany growth.  “This is a good problem to have,” said SteelBridge Consultant Brant Garda, “But it’s one that requires careful consideration, especially when designing a solution.”  In this edition of SteelBridge Insights, the team addresses some of the process and product variables to consider when selecting and implementing a CRM system.