The Investment Firm's Guide to CRM Adoption

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.

Download Now

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Learning Center

Dakota Gives

Dakota Live!