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

https://wiki-dale.win/index.php/DealCloud_vs_Affinity_and_Other_PE_CRMs:_What_Breaks_in_Real_Implementations_and_How_to_Fix_It

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