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?