Update Your Salesforce Data in Real Time

Don't let bad data be the enemy of efficiency. Dakota Fuse updates Salesforce while you sleep.

Top-Animation-Test-3-update-550px

Update Your Salesforce Data in Real Time

Don't let bad data be the enemy of efficiency. Dakota Fuse updates Salesforce while you sleep.

Top-Animation-Test-3-update-550px
Gradient Blue Dakota Icons_Moving Time Forward

Save time on data administration

Gradient Blue Dakota Icons_Connected

Eliminate stale & incomplete data

Gradient Blue Dakota Icons_Growth

Increase your investment sales team's efficiency

Is your investment sales team frustrated by bad data?

  • Are they frustrated by an investment allocator turnover rate of 25% each year?

  • Do they feel that their Salesforce contacts are always out of date?

    Dakota Fuse 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.

Ensure that your accounts and contacts are updated daily

Sync your own Salesforce accounts and contacts with Dakota Marketplace data to receive real-time updates.

Animation-Example-1-3-P-1
Animation-Example-1-3-P-1

Ensure that your accounts and contacts are updated daily

Sync your own Salesforce accounts and contacts with Dakota Marketplace data to receive real-time updates.

Animation-Example-1-2-P-2

Recieve alerts when contacts are updated

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.

Animation-Example-1-2-P-2

Recieve alerts when contacts are updated

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.

Don't let bad data
be the enemy of efficiency

Keeping thousands of accounts and contacts up-to-date isn't easy.
 
Maximize your sales team's efficiency by eliminating valuable time spent updating stale and incomplete Salesforce data.

6,000+

Accounts in Dakota Marketplace

21,000+

Contacts in Dakota Marketplace

24/7

Real-time updates

Frequently Asked Questions

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, the Fuse app 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 would 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. 

Ensure that your CRM data is as up-to-date as possible in 3 easy steps

1. Connect your Salesforce instance with Marketplace data

Sync your accounts and contacts with Dakota Marketplace to receive real-time updates

Animation-Example-2-1P-1
Animation-Example-2-1P-1

1. Connect your Salesforce instance with Marketplace data

Sync your accounts and contacts with Dakota Marketplace to receive real-time updates

Animation-Example-2-2P-1

2. Receive alerts when contacts change jobs

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.

Animation-Example-2-2P-1

2. Receive alerts when contacts change jobs

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.

3. Eliminate time-consuming data clean-up

Our team of investment sales and data professionals ensures that new contacts are updated on a weekly basis, so that your lead source is continuously growing.

Animation-Example-2-3P-1
Animation-Example-2-3P-1

3. Eliminate time-consuming data clean-up

Our team of investment sales and data professionals ensures that new contacts are updated on a weekly basis, so that your lead source is continuously growing.

Get started with Dakota Fuse for Salesforce

Fuse for Salesforce

$7,500

Update your Salesforce data in real time

Access 6,000 accounts

Access 21,000 Contacts

Data administration insights from our experts

Financial Advisor Moves and RIA Acquisitions Reported in the Second Half of September 2022

The back half of September continued to see a high amount of movement within the wirehouse...

Read Now

The Top 6 Hedge Fund of Funds

One of the biggest challenges faced by alternative investment sales professionals within the fund...

Read Now

The 3 Benefits of Fuse for Salesforce

If you’re in the investment world, you know the importance of having a clean, up-to-date database...

Read Now

Stop Letting Stale Data
Slow You Down

Group 68

Address

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

Dakota Live!