Turning Inbox and Excel Chaos into a Strategic Relationship Engine with Salesforce

https://www.pop-bookmarks.win/why-pe-firms-stop-letting-relationship-data-live-in-partner-inboxes-and-excel-hell

4 Things That Really Matter When Replacing Excel-Based Relationship Management Most private equity teams tell me the same four things break any tool choice within weeks: data model, adoption, integrations, and measurable outcomes