Why automated capital account statements matter - and why the CRM you bought sat unused

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

That moment changed everything. We spent six figures on a CRM that promised a single source of truth, slick dashboards, and "instant" partner statements. The reality: partners ignored it, called our back office, and kept spreadsheets alive