How a Mid-Market Investment Firm Recalibrated DealCloud Implementation After an Affinity Moment
https://www.strobe-bookmarks.win/roll-out-salesforce-for-your-pe-firm-a-practical-90-day-plan-for-managing-directors-and-coos
We were told DealCloud would be a quick lift: configure a few fields, connect email, import Excel, and the deal pipeline would appear like clockwork