All Things Fundraising
All Things Fundraising
Podcast Description
The "Dakota Rainmaker Podcast," hosted by Gui Costin, CEO of Dakota, offers a unique look into sales strategies from top industry executives. Each episode explores the inner workings of successful sales organizations, from philosophy to execution. This podcast is essential for sales professionals seeking wisdom from the best in the field.
Podcast Insights
Content Themes
The podcast focuses on diverse sales themes such as institutional investing, private equity trends, and emerging managers' strategies. Specific episodes include insights into managing remote sales teams, the importance of relationship-building in fundraising, and innovative sales methodologies. Notable discussions feature experts like Brad Jung on team alignment in large organizations, and Nancy Vailakis on the evolving demands of private fund investors.
Dakota is a financial, software, data and media company based in Philadelphia, PA.
Dakota’s flagship product, Dakota Marketplace, is a database of institutional investors used by over 6,000 fundraisers and over 1,400 global investment firms.
Find us at dakota.com
In this episode of Mastering Salesforce for Investment Firms, Gui Costin and Tim Dolan discuss how Salesforce can be used as a true leverage tool for investment sales teams when configured and adopted correctly. They highlight best practices such as consistent activity logging, disciplined pipeline management, and the use of past activity reports to drive follow-ups and prioritize opportunities, with a focus on Dakota’s “Golden Field” as a simple way to track sales stages and account momentum. The episode also addresses common CRM adoption challenges and explains how simplifying workflows and aligning usage with incentives helps teams turn Salesforce data into actionable sales insight
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