If you’re an investment salesperson, you already know that without a meeting, nothing is possible....
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Sales Best Practices
Morgan Holycross, Marketing Manager | September 29, 2022
Manual copy and paste, multiple data sources, and stale data. To any institutional sales person,...
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Investment Insights
Gui Costin, Founder, CEO | July 21, 2022
As one quarter wraps up and another begins, many money managers are finalizing last quarter’s...
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Sales Best Practices
Gui Costin, Founder, CEO | July 14, 2022
Social media might not be the first thing investment sales people think of when talking about their...
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Dakota Marketplace
Gui Costin, Founder, CEO | June 23, 2022
By now, if you’re a salesperson, you already know the importance of entering (clean, accurate) data...
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Sales Best Practices
Gui Costin, Founder, CEO | April 22, 2022
If you are in the sales business in any industry, you already know that a CRM can be a double edged...
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Dakota Marketplace
Gui Costin, Founder, CEO | April 14, 2022
Investing in a CRM is not a small undertaking. Ensuring that your Salesforce instance is set up in...
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