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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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two people shaking hands 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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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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Man working at computer monitor 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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Man using laptop 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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Laptop keyboard 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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men looking at a laptop 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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