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Technology
Gui Costin, Founder, CEO | March 25, 2022
As an investment salesperson, adding meetings to your calendar, Zoom, Salesforce, and other...
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Technology
Gui Costin, Founder, CEO | March 23, 2022
When you’re setting up meetings and booking calls, the last thing you want to do is add the same...
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Sales Best Practices
Gui Costin, Founder, CEO | February 18, 2022
Have you struggled with getting your sales team embrace entering meeting details in your CRM? Or,...
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Technology
Gui Costin, Founder, CEO | February 9, 2022
As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is...
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Technology
Gui Costin, Founder, CEO | January 27, 2022
So, you need a CRM for your investment sales team. You want to capture leads, report on your...
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Technology
Gui Costin, Founder, CEO | January 21, 2022
As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re...
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