Businesswoman working at desk

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...

Read More
Two computer monitors showing data 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...

Read More
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...

Read More
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...

Read More
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...

Read More
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%...

Read More
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...

Read More
Prev 2 3 4 5 6