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What is XL-Connector?

XL-Connector provides an efficient method for pulling data from Salesforce, enabling users to easily manipulate that data within Excel and upload it back with a click, thus avoiding the hassle of dealing with CSV files while leveraging Excel's extensive functionality, including pivot tables, charts, formulas, and lookups. Updating data from Salesforce.com is exceptionally easy; just press the “Refresh” button, and your data will be up to date in an instant. Once you have made your modifications, you can return the altered information to Salesforce with a single click. Moreover, if you have multiple accounts to manage, XL-Connector securely saves them, allowing for effortless transitions between various Salesforce.com organizations without any limits. After installation, you can quickly access the XL-Connector tab in the Excel ribbon, log in with your Salesforce ID, and choose “Reports”—the entire process of viewing your real-time data in the user-friendly Excel environment is swifter than explaining it. This streamlined approach not only conserves valuable time but also boosts productivity by integrating Salesforce data seamlessly into your existing workflow. Additionally, with its intuitive interface, even users with limited technical skills can navigate the system with confidence and ease.

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 Unfortunately, the information in Salesforce can frequently become outdated and unreliable, requiring sales teams to invest time in refreshing their contact lists.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

Media

Media

Integrations Supported

Integrations Supported

Dakota Marketplace
Salesforce

API Availability

API Availability

Pricing Information

$99 per year
Free Version
Free Trial Offered?

Pricing Information

$7,500
Free Trial Offered?

Supported Platforms

Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

Dakota

Date Founded

2006

Company Location

United States

Company Website

www.dakota.com/fuse

Categories and Features

Integration

Dashboard
Metadata Management

Categories and Features

Data Cleansing

Not specified

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