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Dasseti for Salesforce

By Dasseti Inc

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Free to install
Listed since
2024

About Dasseti for Salesforce

Respond to DDQs and RFPs quickly and easily

From small GPs to the world's largest asset managers, Dasseti Engage allows IR teams to deliver consistent information, fast, using the platforms investors prefer.

With Dasset Engage, you Respond, publish and distribute up to date information to allocators with a single solution.

Connect your Salesforce teams with your IR teams using Dasseti for Salesforce - allowing them to create, track and report on Requests stored in Dasseti.

Highlights

  • Respond to DDQs and RFPs quickly and easily
  • Keep sensitive investor information safe.
  • Provide consistent data to every investor.
  • Streamline investor relations.
  • Respond, publish and distribute up to date information to allocators with a single solution.
  • View Dasseti requests and files in Salesforce.

Screenshots

View Dasseti Requests from Opportunities or Accounts

Image 1 of 3

View Dasseti Requests from Opportunities or Accounts

Pricing

Free to install.

Compatibility

Works with
  • Sales Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on August 2, 2024
Industries
  • Financial Services
Languages
  • English