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...

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

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...

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

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

Sales Best Practices Gui Costin, Founder, CEO | October 15, 2021

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

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

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

CRMs Gui Costin, Founder, CEO | September 17, 2021

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