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

https://www.primary-bookmarks.win/how-streamlined-ic-approvals-cut-decision-time-by-60-for-multi-strategy-funds

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