dakota Insights

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The latest resources, trends and insights to help make fundraising and deal sourcing simpler. 

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Fundraising is hard. Deal Sourcing is hard. Dakota’s data makes both easier.

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

By: Gui Costin, Founder, CEO February 09, 2022

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

By: Gui Costin, Founder, CEO January 27, 2022

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

By: Gui Costin, Founder, CEO January 21, 2022

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Investment Industry Trends to Watch in 2022

By: Gui Costin, Founder, CEO January 19, 2022

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Top 5 RIA Firms in San Antonio

By: Gui Costin, Founder, CEO January 14, 2022

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Top 10 RIA Firms in the Charlotte Metro Area

By: Gui Costin, Founder, CEO January 12, 2022

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Top 10 RIAs in the Milwaukee Metro Area

By: Gui Costin, Founder, CEO January 11, 2022

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Top 10 RIAs in the St. Louis Metro Area

By: Gui Costin, Founder, CEO January 07, 2022

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Top 10 RIA Firms in the Cincinnati Metro Area

By: Gui Costin, Founder, CEO January 06, 2022

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7 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

By: Morgan Holycross, Marketing Manager December 06, 2021

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The 6 Things You Need to Know When Starting An Investment Sales Career

By: Morgan Holycross, Marketing Manager November 30, 2021

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Why Your Investment Sales Team is CRM-Resistant — And How to Change That

By: Gui Costin, Founder, CEO November 29, 2021

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10 Salesforce Integration Apps to Improve Investment Sales Productivity

By: Gui Costin, Founder, CEO November 18, 2021

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5 of the Best Investment Sales Training Programs to Kick Off 2023

By: Gui Costin, Founder, CEO November 03, 2021

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3 Tips for Presenting to a Public Pension Board

By: Gui Costin, Founder, CEO October 28, 2021

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3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

By: Gui Costin, Founder, CEO October 15, 2021

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How to Write an Effective Investment Sales Email That Gets the Meeting

By: Tim Dolan, Vice President, Institutional Sales October 15, 2021

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7 Common Mistakes Investment Salespeople Make — And How to Fix Them

By: Gui Costin, Founder, CEO September 24, 2021

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The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

By: Gui Costin, Founder, CEO September 24, 2021