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...

As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data...

Technology Gui Costin, Founder, CEO | November 22, 2021

Picture this: you learn about a new institutional investment search within your asset class. It...

Technology Gui Costin, Founder, CEO | November 18, 2021

If you're in investment sales, you already know how critical it is to keep your CRM updated. We...

Technology Gui Costin, Founder, CEO | October 8, 2021

If you’re in the investment sales business, then you likely already know that staying up-to-date on...

Technology Gui Costin, Founder, CEO | October 6, 2021

Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...

Technology Gui Costin, Founder, CEO | September 24, 2021

If you sell in the RIA channel, you already know that there are no shortage of firms to call on...