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Technology Gui Costin, Founder, CEO | March 11, 2022

Is an Institutional Investor Database Worth the Investment in 2023?

A great institutional investor database can be hard to find. However in most cases, the price and...

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Technology Gui Costin, Founder, CEO | February 17, 2022

Money Market Directory vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business....

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Technology Gui Costin, Founder, CEO | February 11, 2022

Discovery Data vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business....

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Technology Gui Costin, Founder, CEO | February 9, 2022

The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)

As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is...

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Technology Gui Costin, Founder, CEO | January 27, 2022

5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM

So, you need a CRM for your investment sales team. You want to capture leads, report on your...

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Technology Gui Costin, Founder, CEO | January 21, 2022

10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)

As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re...

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Technology 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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