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Dakota Marketplace Gui Costin, Founder, CEO | April 14, 2022

The 6 Best Salesforce Consultants for Investment Firms

Investing in a CRM is not a small undertaking. Ensuring that your Salesforce instance is set up in...

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Dakota Marketplace Morgan Holycross | April 5, 2022

The 5 Best CRMs for RIA Firms in 2023

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

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Sales Best Practices Gui Costin, Founder, CEO | February 18, 2022

5 Major Benefits of Logging Meetings in Your CRM

Have you struggled with getting your sales team embrace entering meeting details in your CRM? Or,...

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Man using laptop 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...

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Laptop keyboard Technology Gui Costin, Founder, CEO | January 27, 2022

5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM

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

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men looking at a laptop Technology Gui Costin, Founder, CEO | January 21, 2022

10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)

As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re...

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iMac on a desk Technology Gui Costin, Founder, CEO | November 29, 2021

Why Your Investment Sales Team is CRM-Resistant — And How to Change That

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

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