Sales
This VP of Institutional Sales spends his day traveling, meeting clients, and maintaining relationships across divisions. Also referred to as “the avatar”.
Who is Tim Dolan?
How many podcasts and webinars are currently filmed in Dakotastudios?
What is 4 podcasts and 5 webinars?
What other teams does Renewals work closely with?
What is Customer Success and Sales?
The Data Team at Dakota collaborates closely with these two teams to ensure data is processed and delivered effectively.
What are the Product Team and the Technology Team?
Phrase to describe the finance department and its responsibilities?
Money in, Money out. Legal negotiations, data privacy, and serves as an HR department.
This Face-to-face strategy is considered the best way to maintain client relationships?
What is traveling to see clients and “seeing the whites of their eyes”?
What Primary role does the marketing department serve?
What is supporting sales and CSM teams?
How does the Renewal team measure their success with clients
What is gross retention (Goal 90%)
This Dakota team is responsible for sourcing, standardizing, and distributing data to customers.
What is the Data Team?
How many charities does Dakota give to and name them?
8. They are squash smarts, anderson monarchs, philabundance, vetri community partnership, girls inc., paige tibbetts, little smiles, and seal foundation.
This team is responsible for selling subscriptions, setting pricing, and managing renewals.
What is the software sales division?
What makes dakota studios 1 of 1?
What is they have a state of the art production studio that will promote their product, dakota marketplace, have podcasts and webinars, while also letting other companies come in and use the studio for their respective product/company to sell to salespeople.
Dakota’s Customer Success Managers meet with clients at the 3-, 6-, and 9-month marks post-onboarding. What is the purpose of these structured check-ins?
What is to track engagement, address concerns, introduce new features, and keep the client on track for renewal?
Every time new data comes in, the team asks how this emerging technology can help them process data faster.
What is AI?
What are the focus areas of Dakota Gives?
What are Education, health, environment, arts & culture, and human services?
These representatives are responsible for proactive outreach, such as setting appointments and making cold calls.
What is a Business Development Representative (BDR)?
How does the marketing team increase engagement with the entire company?
The marketing team is in charge of providing content to current/potential clients, hosting engaging events which include dakota cocktails which is a happy hour in different locations of the world, this week was in London for example, golf events, conferences, social media, and more.
How do Customer Success Managers use both client usage data and QBRs to proactively reduce churn and improve retention throughout the year?
What is they flag low-usage accounts in Salesforce, then use QBRs to re-engage users with tailored support and education?
This team ensures Dakota’s database is filled with accurate, actionable intelligence that helps the Investment Sales team target the right investors and stand out in their pitch.
What is the Research Team?
This person is the Found/CEO, emphasizes speed and efficiency, creator of W days, and strives to clear the deck everyday?
Who is Gui Costin?
This part of the sales cycle is tracked using football analogies to indicate deal progress.
What is the Sales Pipeline?
What does the studio pride themselves on?
What is keeping track of all of the calendars and making sure everyone is comfortable on set?
Beyond onboarding and support, how does the Customer Success team drive revenue growth during the client lifecycle?
What is they uncover upsell and expansion opportunities during QBRs, helping grow Dakota’s footprint within existing accounts?
n addition to maintaining the database, this team at Dakota tracks trends, hedge funds, and strategy shifts to keep clients ahead of market changes.
What is the Research Team?
What are the purposes of dakotaisms? Name 3?
What is creating a common mentality and culture. Don’t go cowboy, Walk the eight feet, and we sell apples to apple buyers.