Dakota Marketplace Integrations

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 Salesforce data is often outdated and stale, which means that salespeople have to spend time updating their contacts.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.

Altvia offers a leading-edge platform combined with unparalleled expertise to help your firm navigate and manage increasing complexities as it expands, with an ever-growing number of funds and a wider LP base. Effortlessly distribute tailored materials such as PPMs, K1s, and Capital calls while enhancing the overall investor experience through a secure portal that is supported by comprehensive analytics. At the foundation of a contemporary technology platform lies a unified source of truth that facilitates essential workflows, contact management, relationship mapping, and the automation of critical processes such as emails and task assignments. Gain unprecedented insight into your deal flow, empowering you to prioritize opportunities based on their sources or their resemblance to your firm's most successful investments. Additionally, simplify the reporting for portfolio companies and streamline the data collection process, enabling you to devote more time to understanding value creation and assessing the health of your portfolio. This holistic approach not only enhances operational efficiency but also fosters stronger relationships with investors and stakeholders.