Stop Partner Data Living in Inboxes and Excel: A Practical Playbook for PE Managing Directors Using Salesforce

https://www.4shared.com/s/f5pUq4ja1ku

If you are a managing director or head of operations at a private equity firm, you know the pain: critical relationship context sits in partner inboxes, spreadsheets proliferate with inconsistent fields, and deal teams lose hours trying to stitch a