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

https://www.scribd.com/document/997582285/How-a-3-8M-ARR-B2B-SaaS-Prepared-for-the-2026-Data-Shift-by-Choosing-a-Relationship-Database-Over-a-Full-CRM-220586

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