Eliminate the headache that comes with difficult to use Salesforce configurations. Stop wasting time trying to keep your data up-to-date while not being able to enter critical meeting note information.
Dakota Marketplace for Salesforce eliminates the headache of:
With our Salesforce App, our members are able to access our curated Dakota Marketplace data directly within their Salesforce instance, providing them more incentive to use their CRM and work through fresh data.
Provides a firm a full complement of accounts and contacts across all channels
Allows a salesperson to attach activity and opportunities to accounts and contacts
Keeps all accounts and contacts updated in real time
Features a custom built user interface for fundraisers
Increase Salesforce adoption across your firm
Maintain data integrity with a single, reliable source within your Salesforce
Eliminate the need to login to multiple platforms to view data
Streamline fundraising day one with the custom user interface design built for fundraisers
Key Data Features Mapped to your Salesforce instance:
Private Equity Real Estate Firm
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