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What is Dakota Fuse?

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 Unfortunately, the information in Salesforce can frequently become outdated and unreliable, requiring sales teams to invest time in refreshing their contact lists.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.

Media

Media

Integrations Supported

Salesforce
Dakota Marketplace

Integrations Supported

Salesforce
Emma

API Availability

API Availability

Pricing Information

$7,500
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online 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

Not specified

Categories and Features

Deal Sourcing

Not specified

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

Private Equity

Not specified

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