A Custom Salesforce App Built for Investment Firms

No more wasting valuable time updating outdated accounts and contacts. Leverage your CRM through the Salesforce App.


Access your own data alongside Marketplace data


Maintain data integrity with a single, reliable source


Ensure your contact data remains current

Request a Demo

Insights from our data experts

How to Make Your CRM Your Most Used Asset and What You Get in Return

In the fast-paced world of modern business, a CRM stands as a pivotal tool, central to nurturing...

Read Now

5 Key Features to the Marketplace for Salesforce Integration

There are many issues that arise from adopting and implementing a new CRM, like Salesforce, at your...

Read Now

The Powerful Impact of a CRM and a Salesforce Integration

At the core of investment sales is the need for precise tracking of all meetings scheduled and...

Read Now


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

Dakota Live!