When a Managing Director Needed Accurate Deal History: Alex's CRM Email Capture Story
https://extra-wiki.win/index.php/Why_Auto-Capture_Only_Wins_When_Teams_Tackle_the_Learning_Curve_%E2%80%94_and_How_It_Actually_Cuts_Manual_Updates
When an operations lead realized missing emails were costing deals Alex ran the investment team at a mid-sized private equity firm in the Midwest