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At the core of investment sales is the need for precise tracking of every meeting, conversation,...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | October 31, 2025
The Dakota Marketplace for Salesforce App is a revolutionary solution built by fundraisers, for...
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Technology
Morgan Holycross, Marketing Manager | October 30, 2025
In the world of investment management, your CRM isn’t just a database, it’s the backbone of your...
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Technology
Morgan Holycross, Marketing Manager | September 19, 2025
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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