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Deal Origination from a PE Investor's Perspective

M&A Science

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How to Build a CRM System for Your Business Development Team

It starts with an analysis of what's your pipeline going to look like. The heuristics and pattern recognition of what the pipeline looks like can help you build that system. Do you even need a CRM system? You want to build it in a sauna or do you really feel like you need a full Salesforce implementation, depending on who else is on the team?

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