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

https://telegra.ph/How-a-32B-Private-Equity-Firm-Broke-Free-from-Inbox-Driven-Dealmaking-with-Microsoft-Dynamics-02-13

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