Dakota Ebooks

As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data updated and fresh. We know you know this, and yet, it’s still the worst part of your day.

As a sales leader, you’re probably at the point of frustration, wondering why your sales team can’t accurately report on their progress and pipelines.

If this sounds like you, you're not alone. 

In this guide, we’re going to give you an overview of why your sales team isn’t adopting a CRM the way you would like, how to ensure that they make Salesforce a key part of their sales process, the metrics you can track to measure progress, along with other helpful tips and tricks along the way. By the end of the eBook, you’ll have a defined plan for CRM adoption across your organization.

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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.