CRM Adoption for Investment Firms: An Overview With Gui Costin

In this video, Dakota CEO Gui Costin answers some commonly asks questions about CRM adoption for investment firms. You'll get answers to questions including:

  • Why does CRM adoption matter for investment sales teams?
  • What stops investment sales people from adopting and using a CRM?
  • What are the biggest pain points when it comes to using a CRM?
  • What critical information needs to be in a CRM in order for a salesperson to be successful?
  • What are they losing out on by not using their CRM?


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