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Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

More about Morgan Holycross, Marketing Manager

Blogs By Morgan Holycross, Marketing Manager

Sales Best Practices | February 27, 2025

Why Finding Qualified Prospects for Fundraising Matters

Let’s be honest – fundraising is hard. No matter how long you’ve been in the game, it can feel like...

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Dakota Marketplace | February 13, 2025

The 10 Best CRMs for Investment Firms to Consider in 2025

CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...

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Sales Best Practices | February 4, 2025

Why Salesforce Is the Ultimate CRM for Investment Sales

Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...

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Emerging Managers | January 23, 2025

How Emerging Managers Can Succeed with Public Pension Funds

Emerging managers often face the challenge of growing their businesses on limited budgets, and...

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Sales Best Practices | December 19, 2024

How to Create a Sales Plan that Sets You Up for Success

If you’re in investment sales, you’ve probably had this conversation: You’re in a meeting with your...

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Investment Insights | December 18, 2024

The Top Institutional Investor Databases for 2025

Picture this: you’re a salesperson, ready to tackle the day. But instead of calling prospects,...

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