When R and Inbox Chaos Sink CRM Evaluations at US PE Firms - and What to Do About It

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

Managing directors and operations leads at US private equity firms are in a familiar, ugly loop: a candidate CRM is scoped, analysts export data to CSV, someone runs a set of R scripts, screenshots and caveats travel back and forth in an email