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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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Dakota Marketplace 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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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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Sales Best Practices 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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Technology Morgan Holycross | 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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Sales Best Practices Morgan Holycross | November 30, 2021

The 6 Things You Need to Know When Starting An Investment Sales Career

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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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