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Revolutionizing Real Estate Operations: A Seamless CRM ...

A Dallas-based real estate investment firm faced growing pains. Their team relied on Podio, but it wasn’t scalable. Constantly toggling between ...

Salesforce vs Affinity

Managing SPVs and FoFs as a wealth manager often requires reevaluating whether your current CRM truly supports your workflow. To help teams working ...

Speeding Up Success: A Payments Network Cuts ...

In the fast-moving world of freight payments, delays mean lost revenue. A leading payments network had a 38-day quote-to-revenue process, slowing ...

Salesforce vs Redtail

Registered Investment Advisors (RIAs) and wealth managers often face decision fatigue when comparing Customer Relationship Management (CRM) systems. ...

DealCloud vs Salesforce

Salesforce and DealCloud are both leading customer relationship management (CRM) platforms widely used by private equity firms, venture capitalists, ...

Scaling Without Limits: A PE/VC Firm’s Salesforce ...

Growth is exciting—but it brings challenges. A PE/VC firm managing 15 companies wanted to scale to 50, but their CRM (HubSpot) couldn’t handle ...