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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...
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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...
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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...
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Sales Best Practices
Morgan Holycross, Marketing Manager | July 1, 2021
A CRM is one of the most important assets for any sales team because it houses all their leads and...
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Sales Best Practices
Gui Costin, Founder, CEO | March 17, 2021
If you’ve ever found yourself staring down a pipeline of prospects, unsure what to do next or who...
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Technology
Gui Costin, Founder, CEO | December 3, 2020
Did you know that 65% of people's job titles change every year? That number is staggering, but if...
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