Dakota Ebooks

In this eBook, we are discussing the importance of a CRM within investment sales. We move through why your CRM is holding you and your sales team back and how to make it your most used asset. Lastly, we give you the solution to these issues: The Salesforce App Integration.

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Are you frustrated by traditional institutional investor lists?

  • Are you struggling to connect with the right allocators for your asset class?
  • Do you feel like you’re wasting your time on dead ends, and wish there was a true inside source for investment sales leads?
  • Do you find databases to be incomplete, inaccurate, and difficult to use?

Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.