How to Change Data Providers: 5 Things You Can Do for Success

If you’ve ever gone through the process of bringing a new software or data platform onboard at your...

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keyboard and ipad Gui Costin, Founder, CEO | March 25, 2022

How to Sync Your Outlook Calendar With Salesforce

As an investment salesperson, adding meetings to your calendar, Zoom, Salesforce, and other...

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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...

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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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