Dakota
Dakota
Book a Demo
Talk to an Expert
data
Sales Best Practices Gui Costin, Founder, CEO | April 22, 2022

CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?

If you are in the sales business in any industry, you already know that a CRM can be a double edged...

Read More

Popular Posts

Top 10 Family Offices in Singapore: 2026 Guide

June 1, 2026

Top 10 Family Offices in the UAE: 2026 Guide

August 3, 2026

Top 10 Family Offices in Switzerland: 2026 Guide

October 27, 2026

Top 10 Healthcare Private Equity Firms: 2026 Guide

December 3, 2025
men consulting Dakota Marketplace Gui Costin, Founder, CEO | April 14, 2022

The 6 Best Salesforce Consultants for Investment Firms

Investing in a CRM is not a small undertaking. Ensuring that your Salesforce instance is set up in...

Read More
Dakota Marketplace Morgan Holycross, Marketing Manager | April 5, 2022

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...

Read More
Sales Best Practices 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,...

Read More
Man using laptop Technology Gui Costin, Founder, CEO | February 9, 2022

The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)

As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is...

Read More
Laptop keyboard Technology Gui Costin, Founder, CEO | January 27, 2022

5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM

So, you need a CRM for your investment sales team. You want to capture leads, report on your...

Read More
men looking at a laptop Technology Gui Costin, Founder, CEO | January 21, 2022

10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)

As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re...

Read More
Prev 8 9 10 11 12 Next

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy