Time is your most valuable asset. It’s not solely data, dashboards, and reports.
And Dakota Joe was built to protect it.
For investor relations and fundraising teams, time spent building Salesforce reports is time not spent speaking with allocators, advancing conversations, or closing commitments.
And yet, many teams still spend hours every week manually building reports.
Selecting fields. Applying filters. Fixing errors. Rebuilding the same report slightly differently for the next meeting.
That’s the problem AI-powered CRM reporting solves.
Want to see how Dakota Joe builds Salesforce reports in seconds? Book a demo of Dakota Marketplace.
The Hidden Cost of Manual Salesforce Reporting
Salesforce is powerful, but building reports inside it takes time. Even simple requests require multiple clicks, filters, and adjustments.
Need a list of RIAs in a specific state?
Need to see recent touchpoints?
Need to identify relationships that haven’t been contacted in 90 days?
None of these questions are complicated. But answering them manually adds friction to your day.
Over time, that friction compounds. Hours disappear into reporting. Momentum slows. Preparation becomes reactive instead of proactive.
And the real cost? Less time talking to people who actually buy what you sell.
Why This Matters More Than Ever
Fundraising cycles are longer. Allocators are more selective. Competition is heavier across every strategy.
In this environment, speed matters.
The teams that win are the ones who:
- Prepare faster
- Prioritize better
- Follow up sooner
If your reporting process slows you down, you’re not just losing time. You’re losing opportunities.
AI-powered CRM reporting isn’t a luxury. It’s an efficiency advantage.
See how Dakota Joe automates Salesforce report building. Book a demo of Dakota Marketplace.
What AI-Powered CRM Reporting Actually Changes
AI doesn’t replace Salesforce. It removes the manual work inside it.
Instead of building reports step by step, you simply ask the question:
“Show me RIAs in Texas that invest via feeder funds.”
“Show me allocators we’ve spoken to in the last 60 days.”
“Show me relationships with no recent touchpoints.”
And in seconds, you get a structured report back.
No filters to remember. No exports. No rebuilding the same logic every week.
That shift, from manual setup to instant answers, gives time back to the team.
See how Dakota Joe automates Salesforce report building. Book a demo of Dakota Marketplace.
How Dakota Joe Saves Time Inside Dakota Marketplace
Joe is Dakota Marketplace’s AI-powered report builder that lives directly inside your existing environment. With Joe, you can generate custom reports on Accounts, Contacts, Investments, and Dakota Recommends data in a consistent, presentation-ready format. Just tell Joe what you’d like to see (by segment, time period, or strategy) and it builds the report for you.
Instead of building reports manually or exporting spreadsheets, teams can interact with their data the same way they think… by asking questions like who they’ve spoken to recently, where momentum is building, or which relationships need attention.
Because Dakota Joe lives inside Dakota Marketplace, insights stay connected to allocator profiles, activity history, and relationship context. That means less time preparing reports and more time focusing on conversations that move deals and fundraising forward.
See Dakota Joe in action for yourself, book a demo of Dakota Marketplace!
Reclaim Your Time and Focus on What Drives Capital
When reporting becomes instant, everything else moves faster. Teams prepare for meetings with confidence, prioritize the right allocators, follow up sooner, and stay organized across expanding pipelines… without getting buried in admin work.
AI-powered CRM reporting isn’t about prettier dashboards. It’s about giving time back to fundraising and investment sales teams so they can focus on the conversations that move capital.
The fundraising landscape isn’t getting simpler. Data will continue to grow, and competition will only intensify. The firms that win will be the ones that remove friction from their workflows.
Dakota Joe turns Salesforce reporting from a time drain into a competitive advantage — automating what used to be manual and freeing teams to focus on calling on the right people at the right time.
Ready to reclaim your time? Book a demo of Dakota Marketplace and see Dakota Joe in action.
