Why PE Firms Stop Letting Relationship Data Live in Partner Inboxes and Excel Hell

https://kilo-wiki.win/index.php/Turning_Inbox_and_Excel_Chaos_into_a_Strategic_Relationship_Engine_with_Salesforce

Managing directors and operations heads at private equity firms know the problem intimately: relationship data scattered across partner inboxes, ad hoc Excel sheets, and a dozen Slack threads