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Sales professionals must access the latest details regarding their prospects within Salesforce. Unfortunately, the information in Salesforce can frequently become outdated and unreliable, requiring sales teams to invest time in refreshing their contact lists. Fuse for Salesforce effectively addresses this issue by linking your Salesforce.com account with Dakota Marketplace data, which is recognized as the key database for institutional investors.
Maintaining accurate records for 16,000 contacts can prove challenging. However, the dedicated data team at Dakota Marketplace ensures that contact information is refreshed on a daily basis. With Fuse for Salesforce, these timely updates are seamlessly integrated into your Salesforce instance. Equip your sales team with the essential tool they need: consistently updated contact details for their prospects in Salesforce, enabling them to engage more effectively and efficiently.
What is Caltina?
Caltina delivers all-encompassing front-office solutions specifically crafted for private equity, family offices, real estate, secondaries, and fundless sponsors. These solutions, constructed entirely on the Salesforce platform, are meticulously designed to align with the distinct workflows of alternative asset managers, offering flexibility for customization to meet the specific needs of various firms. Understanding that each fund and scenario has unique attributes, Caltina can initiate with a specially configured Salesforce.com setup or modify an existing instance, ensuring a personalized approach that aligns with your fund’s strategic goals. Throughout this customization process, we prioritize the gathering of relevant data and spreadsheets to facilitate their seamless integration into the platform, thereby reducing the cumbersome exchange of email attachments and allowing you to focus on what is essential. You will have the ability to effectively manage your prospective deal pipeline, as the system can be tailored to represent your firm's specific asset class, niche, and operational procedures. Furthermore, our solution meticulously organizes your firm's interactions with deal sources, helping you identify top-quality bankers and lenders while efficiently tracking sell-side and financing activities to bolster your decision-making capabilities. Ultimately, Caltina enhances your firm’s operations by streamlining key processes and boosting overall efficiency in managing relationships and seizing opportunities, thus enabling your team to work more effectively in a competitive market. This emphasis on a tailored experience ensures that you remain agile and responsive in a dynamic investment landscape.
API Availability
Has API
API Availability
Has API
Pricing Information
$7,500
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Dakota
Date Founded
2006
Company Location
United States
Company Website
www.dakota.com/fuse
Company Facts
Organization Name
Caltina
Date Founded
2016
Company Location
United States
Company Website
www.caltina.com
Categories and Features
Data Cleansing
Address/ZIP Code Cleaning
Charting
Data Consolidation / ETL
Data Mapping
Multi Data Format Support
Phone/Email Validation
Raw Data Ingestion
Sample Testing
Validation / Matching / Reconciliation
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management