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Salesforce Consultants for Investment Firms

Dakota Technologies enables investment firms to achieve maximum value with their Salesforce instance by providing support and guidance every step of the way.

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Premier Salesforce consulting for investment firms

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Experienced Salesforce experts

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USER INTERFACE AND DATA GOVERNANCE BEST
PRACTICES

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STRATEGIC ADVISORY AND TECHNICAL IMPLEMENTATION PARTNERS

Struggling to implement and adopt Salesforce at your investment firm?

  • Is your sales team frustrated by the current state of your CRM? 
  • Are you tired of constantly opening Salesforce to find it difficult to use, outdated, or both?
  • Do you want someone to take the reins and show you the best way forward for your specific firm?

Dakota Technologies partners with investment firms throughout the Salesforce implementation process and ensures that your team is set up for success.

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Featured Salesforce consulting partners

Dakota partners with other Salesforce experts around the country to ensure that your consulting experience is the best it can be.

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Centersky’s Company Mission is to turn the IT Department from a cost center into a revenue generator. Their mission is not to replace your IT Department it is to plug-in, energize and activate IT.

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Relay implements custom applications, integrations, and automations to make your team more productive.

Frequently asked questions

  • Sales Cloud
  • Platform
  • Integration
  • Service Cloud
  • Financial Services Cloud
  • Analytics
  • Marketing Cloud
  • AppExchange
  • Experience Cloud
  • Tableau

 

  • Salesforce Consulting
  • Salesforce Implementation
  • Salesforce Development
  • Data Integration
  • Business Strategy
  • Salesforce Data migration & Analytics
  • Process design and user experience
  • Managed Services
  • 3rd Party App configuration & Development

Dakota Technologies is $7,500 for a partnership.

Resources from our CRM experts

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

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