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

https://technivorz.com/fixing-relationship-data-chaos-in-private-equity-a-7-step-practical-recovery-plan/

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