January 28, 2026

What Is Dakota Joe? A Smarter Way to Build CRM Reports Using AI

2:48

You’re Not in Sales to Build Reports.

Let’s be honest. If you’re spending 20 minutes building Salesforce reports, you’re losing. Not because Salesforce is bad, it’s incredibly powerful, but because your time should be spent doing one thing: knowing who to call on. That's what drives meetings, builds relationships, and closes deals.

The problem? Reporting in Salesforce isn’t built for speed. It’s built for admins and data folks, not investment sales pros grinding every day to raise capital.

Enter Dakota Joe.

Joe lives inside Dakota Marketplace and does what every salesperson wishes Salesforce could do. Turn simple, natural-language requests into fully built Salesforce reports. Instantly.

No filters. No fiddling with layouts. No waiting on your RevOps team.

Want to see Dakota Joe build Salesforce reports in seconds? Book a demo of Dakota Marketplace.

Why Dakota Joe Exists

Most reporting tools assume you’ve got time to burn and a playbook to follow. Investment sales doesn’t work that way. You’ve got 15 minutes between meetings and a target list to prep, fast.

That’s why we built Joe.

Joe understands what you mean when you say, “Show me RIAs in Texas that invest via feeder funds.” And he delivers that report without the hassle.

Joe isn’t just smart, he’s fast. And that’s exactly what you need in a market where time is your most valuable asset.

Powered by Dakota Marketplace’s data including accounts, contacts, investments, and Dakota Recommends data) Joe turns Salesforce-backed data into immediate, structured outputs that teams can actually use.

Joe’s Core Capabilities

Natural-Language Salesforce Reporting → Stop digging through fields and filters. Just type what you want and let Joe do the rest.
Reports Across Accounts, Contacts, Investments, and Dakota Recommends → Joe understands the Dakota data model, accounts, contacts, investments, Dakota Recommends, so he builds reports that span your whole ecosystem.
Transparent, Editable Outputs → Joe shows his work. You see the filters, the logic, and can edit anything. Speed without sacrifice.
Built Right Into Dakota Marketplace → No new tools. No new tabs. Joe lives where your data already is. That means faster prep, faster follow-up, and faster results.

Use Dakota Joe and book a demo of Dakota Marketplace.

How Teams Use Dakota Joe Every Day

Sales cycles are longer. Competition is tougher. You can’t afford to waste time on reporting. Joe helps teams build target lists, prep for meetings, and prioritize outreach. Instantly.

Joe gives you back your time. So you can focus on the only thing that matters: talking to the right people.

See how Dakota Joe turns questions into reports in seconds right inside Dakota Marketplace by booking a demo!

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

The Database For Cold Outreach to Reach Institutional and RIA Investors

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What Is Dakota Joe? A Smarter Way to Build CRM Reports Using AI

Why Dakota Joe Exists

Joe’s Core Capabilities

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