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Technology Gui Costin, Founder, CEO | November 29, 2021

Why Your Investment Sales Team is CRM-Resistant — And How to Change That

As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data...

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people at a conference table Sales Best Practices Gui Costin, Founder, CEO | October 15, 2021

3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

If you’re in the investment sales industry, then you already know that getting a meeting, building...

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Technology Gui Costin, Founder, CEO | October 6, 2021

The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...

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Businesswoman working at desk CRMs Gui Costin, Founder, CEO | September 17, 2021

The 8 Best CRMs for Private Equity Firms

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

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Two computer monitors showing data Sales Best Practices Morgan Holycross, Marketing Manager | July 1, 2021

3 Ways to Increase CRM Adoption Across Your Sales Team

A CRM is one of the most important assets for any sales team because it houses all their leads and...

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Business professional typing on laptop Sales Best Practices Gui Costin, Founder, CEO | March 17, 2021

How to Use Salesforce to Create a Killer Follow-Up System

If you’ve ever found yourself staring down a pipeline of prospects, unsure what to do next or who...

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two people looking at a computer Technology Gui Costin, Founder, CEO | December 3, 2020

In-house vs. Outsourced Data Management: Which is Right for You?

Did you know that 65% of people's job titles change every year? That number is staggering, but if...

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