The 5 Best CRMs for RIA Firms in 2023

Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks...

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data Gui Costin, Founder, CEO | March 31, 2022

The 3 Biggest Problems With Sales Contact Data

When you think about what it means to be successful in sales, plenty of things probably come to...

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keyboard and ipad Gui Costin, Founder, CEO | March 25, 2022

How to Sync Your Outlook Calendar With Salesforce

As an investment salesperson, adding meetings to your calendar, Zoom, Salesforce, and other...

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gmail on iphone Gui Costin, Founder, CEO | March 23, 2022

How to Sync Your Google Calendar With Salesforce

When you’re setting up meetings and booking calls, the last thing you want to do is add the same...

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two people shaking hands Gui Costin, Founder, CEO | March 11, 2022

Is an Institutional Investor Database Worth the Investment in 2023?

A great institutional investor database can be hard to find. However in most cases, the price and...

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Gui Costin, Founder, CEO | March 4, 2022

6 Tips for Taking Your Video or Webinar Presentation to the Next Level

Even after two years on Zoom, we’ve all had moments where presenting or sharing on video has felt...

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Gui Costin, Founder, CEO | February 18, 2022

5 Major Benefits of Logging Meetings in Your CRM

Have you struggled with getting your sales team embrace entering meeting details in your CRM? Or,...

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