Two computer monitors showing data

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 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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Gui Costin, Founder, CEO | February 26, 2021

What is Dakota Marketplace for Salesforce? The Benefits of an All-in-One Data Solution

If you’ve ever looked at your CRM or your database of accounts and contacts and felt overwhelmed by...

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two people looking at a computer 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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hands on laptop Gui Costin, Founder, CEO | November 19, 2020

CRM vs. Institutional Investor Databases: Why You Need Both

Is this a familiar scene? It’s a Monday morning and time to start your outreach for the week. To be...

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data charts Gui Costin, Founder, CEO | October 27, 2020

The Not-So-Hidden Cost of Inaccurate and Incomplete Investment Industry Data

Did you know that 62% of organizations rely on marketing and prospect data that’s up to 40%...

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business professionals at desk with laptop, pens, and paper Gui Costin, Founder, CEO | September 24, 2020

How Does An Institutional Investment Firm Benefit From a CRM?

A CRM is far more than a database of accounts and contacts, but most people confuse the true...

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