Dakota Salesforce App Updates Your Accounts and Contacts in Real Time
One of the biggest problems we face as investment sales professionals is that our CRM data is out-of-date.
Additionally, we as salespeople are often the one's asked to keep our CRM up-to-date, which is an administrative burden to say the least.
The Dakota Salesforce App solves that problem. Simply download the App into your Salesforce, select the Accounts you want linked to Dakota Marketplace and those Accounts will be updated in real time.