Average Ratings 0 Ratings
Average Ratings 0 Ratings
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 Salesforce data is often outdated and stale, which means that salespeople have to spend time updating their contacts.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.
Description
With Account Plan Pro, your team can enhance the generation and execution of strategic account plans more efficiently. Integrated within your Salesforce setup, it provides insights into key account management, ongoing opportunities, and the sales pipeline. It is compatible with both Lightning and Classic User Interfaces. You can access it from any location with internet connectivity, whether in the office or while on the go. By ensuring that salespeople are clear on their goals for each sales call, it leads to increased satisfaction for customers, sales representatives, and sales managers alike. This clarity also contributes to greater success for both you and your sales team. Furthermore, our Pre Call Plan template builds upon SalesForce.com’s action planning, ensuring that your sales staff has well-defined objectives and expected outcomes before initiating a call or arranging a customer visit, ultimately driving better results.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$7,500
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Dakota
Founded
2006
Country
United States
Website
www.dakota.com/fuse
Vendor Details
Company Name
Plan2Win Software
Founded
2007
Country
United States
Website
www.plan2winsoftware.com
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
Product Features
Account Planning
Account Segmentation
No
Account Tracker
No
Annual Account Plan
No
Communication Matrix
No
Competitor Stacking
No
Dashboard
No
Performance Metrics
No
Relationship Mapping
No
Trend Monitoring
No
White Space Analysis
No