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For most investment sales teams, using a CRM isn’t the problem, it’s setting it up. Manual CRM...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | May 27, 2025
Let’s face it: private fund research isn’t just about finding the data, it’s about organizing it....
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Sales Best Practices
Morgan Holycross, Marketing Manager | April 1, 2025
In the investment world, time is everything. Whether you’re an emerging fund manager, institutional...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | February 13, 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
Morgan Holycross, Marketing Manager | February 4, 2025
Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...
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CRMs
Gui Costin, Founder, CEO | January 28, 2025
Let’s talk about one of the seven deadly sins of investment sales: showing up to a meeting with...
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Sales Best Practices
Morgan Holycross, Marketing Manager | December 12, 2024
Let’s be honest. Logging meetings into your CRM? It’s… not fun. You’d probably rather do just about...
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