Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

More about Morgan Holycross, Marketing Manager

Blogs By Morgan Holycross, Marketing Manager

| December 14, 2023

The 25 Largest Public Pension Funds that Allocate to Private Real Estate

In the investment industry, public pension funds seem to hold the most significant role and...

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| December 7, 2023

The Top 10 RIAs in Seattle

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their...

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| December 5, 2023

Why You Need a CRM to Succeed in Investment Sales

In the realm of investment management, the role of a CRM system cannot be overstated. Traditional...

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| November 30, 2023

The 10 Best CRMs for Investment Firms to Consider in 2024

CRMs are the lifeline to any investment firm. From data integrity to better client service, they...

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| November 28, 2023

The 3 Benefits of Dakota Marketplace for Salesforce

Anyone in investment sales knows the importance of having a clean, up-to-date database for your...

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| November 9, 2023

How to Leverage Your CRM to 10x Productivity

It’s been reported that 43% of CRM users only use less than half the features of their CRM system....

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