For investment sales teams, the CRM should be the single source of truth for relationships,...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | December 3, 2025
At the core of investment sales is the need for precise tracking of every meeting, conversation,...
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Marketplace for Salesforce
Morgan Holycross, Marketing Manager | October 15, 2025
Manual copy and paste, multiple data sources, and stale data. To any institutional sales person,...
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Technology
Morgan Holycross, Marketing Manager | September 19, 2025
For most investment sales teams, using a CRM isn’t the problem, it’s setting it up. Manual CRM...
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Sales Best Practices
Morgan Holycross, Marketing Manager | February 4, 2025
Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...
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CRMs
Gui Costin, Founder, CEO | January 28, 2025
Let’s talk about one of the seven deadly sins of investment sales: showing up to a meeting with...
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Sales Best Practices
Morgan Holycross, Marketing Manager | December 3, 2024
Let’s be real, if there’s one thing investment salespeople universally dread, it’s logging meetings...
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