Gui Costin, Founder, CEO

Gui Costin is the Founder and CEO of Dakota.

More about Gui Costin, Founder, CEO

Blogs By Gui Costin, Founder, CEO

iMac on a desk | November 29, 2021

Why Your Investment Sales Team is CRM-Resistant — And How to Change That

As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data...

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Person taking notes with phone and laptop | November 18, 2021

10 Salesforce Integration Apps to Improve Investment Sales Productivity

If you're in investment sales, you already know how critical it is to keep your CRM updated. We...

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two women looking at laptops | November 3, 2021

5 of the Best Investment Sales Training Programs to Kick Off 2023

Think of the last time you started a new job. What was your training like? Did you have the...

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man in a suit | October 28, 2021

3 Tips for Presenting to a Public Pension Board

Walking into a board meeting to pitch a final presentation to the public pension board can be...

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people at a conference table | October 15, 2021

3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

If you’re in the investment sales industry, then you already know that getting a meeting, building...

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| October 6, 2021

The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...

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