5 Key Features to the Marketplace for Salesforce Integration

There are many issues that arise from adopting and implementing a new CRM, like Salesforce, at your...

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Koncheng Moua, Director of Data Management and Strategy | January 16, 2024

December 2023 Public Plan Commitment Summary

Staying up to date and understanding public pension fund insights is critical for gaining...

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Morgan Holycross, Marketing Manager | January 11, 2024

The Powerful Impact of a CRM and a Salesforce Integration

At the core of investment sales is the need for precise tracking of all meetings scheduled and...

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John Washington, Data Research Analyst | January 9, 2024

December 2023 Financial Advisor and RIA Moves and Acquisitions

As December wrapped up, Dakota tracked a total of 26 transactions. With the markets calming down...

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Morgan Holycross, Marketing Manager | January 4, 2024

The Top 10 RIAs in Houston

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

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Gui Costin, Founder, CEO | January 2, 2024

The One Foolproof Way for Investment Firms to Get Their Salesforce Configured, Implemented, and Used - Marketplace for Salesforce is the Solution

The Dakota Marketplace for Salesforce App is a revolutionary app built for investment firms and...

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Gui Costin, Founder, CEO | December 21, 2023

Top Institutional Investor Databases for 2024: What Do They Cost?

Salespeople are expensive, and any firm leader wants their salespeople to be productive. Having...

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