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

The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

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

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

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...

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...

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...

Technology Gui Costin, Founder, CEO | November 19, 2020

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

Sales Best Practices Gui Costin, Founder, CEO | October 27, 2020

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