Join CEO & Founder of Dakota, Gui Costin, and Tim Dolan on Wednesday, April 1st at 1pm EST, as they cut through the noise and share exactly how Dakota is using Salesforce and Claude AI right now to analyze sales activity, sharpen pipeline management, and make smarter decisions faster.
In the webinar they'll discuss:
-Â Getting the right data into Salesforce so AI can actually work for you
- Using Claude to analyze sales activity, pipeline, and performance — no separate analytics tool needed
- Tracking what matters most with custom fields like the "golden field" sales cycle
Stop guessing and start letting the data tell you where to focus your time
Your CRM is only as powerful as what you put into it. Come learn how to make it work harder.
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Mr. Walling joined Otter Creek Management in May 2011 as an investment professional and co-founded Otter Creek Advisors in 2014. Prior to joining Otter Creek Management, Mr. Walling worked at Goldman Sachs & Co. as a Global Investment Research Associate from August 2009 through May 2011 and as a Global Investment Research Analyst from July 2006 through July 2009. While at Goldman Sachs & Co., Mr. Walling performed in-depth fundamental research and analysis for food, beverage, and tobacco companies, auto manufacturers and auto parts suppliers. Mr. Walling received his BS in Finance from Lehigh University in 2006.
Mr. Reed is a Principal and Portfolio Manager with the Advisor. Mr. Reed joined the investment advisor in September 2016 and served as an investment professional. Prior to joining Otter Creek Advisors, Mr. Reed worked at Tetrem Capital Management, a Canadian investment firm based in Winnipeg, MB and Boston, MA, as Head of Trading from March 2013 through September 2016. Prior to that Mr. Reed spent time at LPL Financial in the research department, and with Needham and Company. While at Needham and Co. Mr. Reed performed in-depth fundamental research and analysis for Financial Technology, and IT Hardware companies. Mr. Reed started his career with Westfield Capital Management as an Assistant Trader. Mr. Reed received his BS in Business Administration from The University of Maine in 2007. Mr. Reed is also a CFA Charter holder.