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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 Salesforce data is often outdated and stale, which means that salespeople have to spend time updating their contacts.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
Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.
API Access
Has API
API Access
Has API
Pricing Details
$7,500
Free Trial
Free Version
Pricing Details
$100 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dakota
Founded
2006
Country
United States
Website
www.dakota.com/fuse
Vendor Details
Company Name
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Product 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
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports