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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Copy2Contact is utilized by both businesses and individuals to efficiently gather essential information regarding clients and potential leads. Seasoned professionals leverage Copy2Contact to reduce their data entry efforts by an impressive 98% while enhancing their accuracy threefold in everyday operations. This tool seamlessly integrates contacts, leads, appointments, and events into platforms like Microsoft Outlook and Salesforce.com on a PC, as well as into the address book on an iPhone. Users can easily extract contact details from sources such as emails, documents, resumes, and websites. Copy2Contact boasts proprietary technology that streamlines the management of contacts and appointments. By capturing complete contact or appointment information in one go directly from the screen, it eliminates the need for manual retyping, thereby minimizing errors and saving valuable time. This innovative solution effectively operates from various sources, including email signatures and web search results, ensuring it fits smoothly into a professional's daily workflow, enhancing productivity and efficiency even further.

Description

Salespeople need to have the most current information about their prospects in Salesforce. Salesforce data is often outdated and stale, which means that salespeople have to spend time updating their contacts. Fuse for Salesforce solves this problem by synchronizing your Salesforce.com instance with Dakota Marketplace data, the most important institutional investor database. It can be difficult to keep 16,000 contacts current. However, Dakota Marketplace's large data team updates Marketplace contact information daily. Fuse for Salesforce allows you to have these updates pushed directly to your Salesforce instance. Give your salespeople the information they need: up-to-date contact information for their prospects in Salesforce.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dakota Marketplace No 
Salesforce No 

Integrations

Dakota Marketplace Yes 
Salesforce Yes 

Pricing Details

$34 per user per year
Free Trial Yes 
Free Version Yes 

Pricing Details

$7,500
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Anagram Technologies

Website

www.copy2contact.com

Vendor Details

Company Name

Dakota

Founded

2006

Country

United States

Website

www.dakota.com/fuse

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export No 
Customer Pipeline Yes 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

Product Features

Data Cleansing

Address/ZIP Code Cleaning No 
Charting No 
Data Consolidation / ETL No 
Data Mapping No 
Multi Data Format Support No 
Phone/Email Validation No 
Raw Data Ingestion No 
Sample Testing No 
Validation / Matching / Reconciliation No 

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