Comment 1:

https://instaquoteapp.com/digital-onboarding-workflows-how-that-one-moment-changed-altvia-and-what-teams-gain-beyond-investor-relations/

Comment 1: Here's the thing with Salesforce in PE: it’s powerful, no doubt, but the implementation takes a ton of upfront effort. We had a rocky start because our deal teams resisted shifting from Excel pipelines to a fully integrated CRM