data

CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?

If you are in the sales business in any industry, you already know that a CRM can be a double edged...

Read More
men consulting 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...

Read More
Morgan Holycross, Marketing Manager | 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...

Read More
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...

Read More
gmail on iphone Gui Costin, Founder, CEO | March 23, 2022

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...

Read More
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,...

Read More
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...

Read More
Prev 7 8 9 10 11 Next