Our mission is to help other people get what they want out of life.
We believe by being extremely hard charging, but doing it with kindness creates an environment where our teammates can serve, take risks and delight our customers.
We all spend more time at the office than with our families or friends, which is why Dakota is so committed to our teammates and our work environment.
Sell Apples To Apple Buyers
Be A Master Messenger
Have A Killer Follow Up System
Focus On What You Can Control
Walk The 8 Feet
Don't Go Cowboy
Turn Your Brain Off
Never Say "Great Meeting"
Throw Your Hat Over The Wall
At Dakota, it’s our goal never to be in the convincing business. Our mantra is to call on people who buy what you sell, because this eliminates a lot of wasted time trying to convince the wrong audience.
This means knowing how to bring your firm’s story to life. You never want to spend an hour with someone and have them leave without having a clue what you do. Bring your story to life with passion and your prospects will feel it too.
Good sales people can get a lot of meetings. They can even tell a great story. However, the follow-up that comes after those meetings is really the mark of a great salesperson. Having a killer follow up system means having an organized plan for following up with your prospects, and never leaving anything to chance.
There are a lot of things going on that we as sales people can’t control: the state of the market, the weather, the outcome of your favorite team’s most recent game. These can get in the way of your day to day, but the goal is to focus on what you can control: setting meetings, diligently following up, and becoming a master messenger.
This originated back in 2006, in our original office, where everyone was relatively close together — roughly eight feet apart. Walking the 8 feet means tapping into the collective knowledge of the team. Never be afraid to get up and ask questions.
At Dakota, we work as a team. In a sales parlance, this means always touching base on what everyone is working on. Don’t keep opportunities to yourself — share them with the team. By not sharing what you’re doing, you’ll never know who might have key experience needed to help you through this opportunity. Put everything on the table, and share information. Don’t go off on your own.
If you’re in a sales role, your primary mission is to ask for something from your prospects. Getting in the habit of asking for a meeting, call, or follow up, the better you will get at it. After all, if you don’t ask, the answer will always be no.
We’re all guilty of overthinking. There’s always a reason not to do something. The goal is to stop getting analysis paralysis, turn your brain off, and just do it.
At Dakota, we never say “great meeting.” No meeting was truly great unless you left with a $10 million allocation. Instead, we like to focus on what worked, what didn’t, and what the prospect’s interests are so that you can move forward.
Sometimes the most important thing is just to get started. This means forcing yourself into action by throwing your hat over the wall. To get the metaphorical hat, you have to climb the wall and get it. Overcome the obstacles in front of you and just do it.
Founded, launched our outsourced fundraising business for investment firms.
First Dakota Live! Call aired from our conference room in Bryn Mawr, PA
Launched Dakota Marketplace, a database of LP’s and investment allocators
100 customers, Opened our Dakota Studios in downtown Philadelphia to host Dakota Live! and Dakota Live! for Alternatives
Launched Dakota Marketplace for Salesforce integration app, hosted our 100th Dakota Live! Call, Launched Dakota Searches service
500 customers, Re-platformed database on Salesforce
900+ customers, 2,000+ users, Named Great Places to Work for 3 Years