Investment sales teams struggle to both implement Salesforce and then adopt it. It is an expensive problem.
Learn from an investment sales team who lives in Salesforce.com daily and has mastered its capabilities to 10x their team’s productivity
Mastering Salesforce for Investment Firms is a monthly 30-minute show hosted by CEO Gui Costin and the Dakota team. Designed for investment firms, each episode offers practical strategies to optimize Salesforce for pipeline management, client engagement, and data-driven decision-making.
Discover tools like the Dakota Salesforce App, which integrates real-time investment data into Salesforce, helping your team boost efficiency and achieve sales success. Perfect for sales leaders, CRM admins, and client service teams seeking to enhance their Salesforce impact.
Learn actionable tips and strategies specifically tailored for investment firms to streamline operations and maximize CRM impact.
Discover key practices like activity logging, pipeline management, and the Golden Field technique to improve team alignment, track client engagement, and drive sales.
Learn how Dakota’s Salesforce app can integrate high-quality, real-time investment data directly into your CRM, allowing for data-driven decisions and efficient prospecting.