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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data Gui Costin, Founder, CEO | March 31, 2022

The 3 Biggest Problems With Sales Contact Data

When you think about what it means to be successful in sales, plenty of things probably come to...

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How to Sync Your Google Calendar With Salesforce

When you’re setting up meetings and booking calls, the last thing you want to do is add the same...

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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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people at work Gui Costin, Founder, CEO | February 16, 2022

What Makes a Good Company Culture? How Dakota Sets Itself Apart

If you’ve ever left a job or spent any time on LinkedIn, chances are you’ve probably heard that...

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people at a table Gui Costin, Founder, CEO | January 28, 2022

Dakota Rainmaker: Which Sales Training Course is Right For You?

If you're new to any industry, you know how critical the first few months can be. You're trying to...

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Planner and Ipad Morgan Holycross, Marketing Manager | December 6, 2021

7 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

In investment sales, it’s all about getting meetings with new prospective clients and those that...

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