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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

Planner and Ipad Technology | December 6, 2021

7 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

In investment sales, it’s all about getting meetings with new prospective clients and those that...

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Sales Best Practices | November 30, 2021

The 6 Things You Need to Know When Starting An Investment Sales Career

As individuals, we’ve been taught to react at face value and assume someone else has thought of all...

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a four by four grid of state capitals Sales Best Practices | August 6, 2021

The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

Let me paint you a picture I’m sure you’ve seen before: you’re sitting at your desk trying to look...

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person writing an email on a laptop Sales Best Practices | July 15, 2021

Two Email Types Every Investment Firm Should Know About — And When to Use Them

If you’re a salesperson, you already know how important email is to getting a meeting. After all,...

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Business professional analyzing laptop screen Sales Best Practices | July 3, 2021

The One Golden Rule of Sales

Sales has a million different components that lead to success. These can be anything from handling...

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Two computer monitors showing data Sales Best Practices | July 1, 2021

3 Ways to Increase CRM Adoption Across Your Sales Team

A CRM is one of the most important assets for any sales team because it houses all their leads and...

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