Don’t let bad data be the enemy of efficiency. Marketplace for Salesforce updates Salesforce while you sleep.
Don’t let bad data be the enemy of efficiency. Marketplace for Salesforce updates Salesforce while you sleep.
Save time on data administration
Eliminate stale & incomplete data
Increase your investment sales team’s efficiency
Marketplace for Salesforce bridges the gap between your data and your sales team, providing real-time updates to accounts and contacts so your sales team can focus on setting meetings with qualified buyers.
Sync your own Salesforce accounts and contacts with Dakota Marketplace data to receive real-time updates.
Sync your own Salesforce accounts and contacts with Dakota Marketplace data to receive real-time updates.
Your sales team will never be left to wonder if their institutional investor and allocator contacts are up- to-date. Instead, just select the accounts and contacts you want linked to Dakota Marketplace and they will be updated in real time.
Your sales team will never be left to wonder if their institutional investor and allocator contacts are up- to-date. Instead, just select the accounts and contacts you want linked to Dakota Marketplace and they will be updated in real time.
Link Marketplace accounts and contact with your CRM
Updates and adds accounts and contacts in real time
Access fresh sales contact data
All data stays in your CRM should you cancel
Access export to Excel functionality
Additional features and functionality added monthly
$7,500/year
Once you sign up for Fuse, we'll set up an hour installation call. The first 30 minutes we go through implementation and page layouts. The next 30 minutes of the call are used to train you and make sure you're comfortable using the app.
Our app checks to our internal Salesforce every 15 minutes for any updates our Investment Sales team or Data team has made to our internal CRM. This information is then pushed into your Salesforce into our Dakota-specific fields.
We are here to help you whenever you need it, Fuse for Salesforce is not a one-time installation call. All you have to do is reach out to our Membership Services team whether it be for an error you’re receiving, a training session that you need, or if you just want to go through best practices of the app within your Salesforce. They will direct you with the best point of contact.
