A Custom Data Integration Built for Investment Firms

No more wasting valuable time updating outdated accounts and contacts. Leverage your CRM through our Dakota integrations.

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Access your own data alongside Marketplace data

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Maintain data integrity with a single, reliable source

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Ensure your contact data remains current

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Insights from our data experts

Why Salesforce Is the Ultimate CRM for Investment Sales

Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...

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Measuring Progress Effectively: How the Golden Field and Penetration Report Keep Leadership Aligned

Let’s talk about one of the seven deadly sins of investment sales: showing up to a meeting with...

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From Tedious to Transformative: How Past Activity Reports Turn CRM Logging into Sales Success

Let’s be honest. Logging meetings into your CRM? It’s… not fun. You’d probably rather do just about...

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