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Dasseti for Salesforce

Respond to DDQs and RFPs quickly and easily

Overview

The Dasseti for Salesforce allows you to create, track and report on Requests stored in Dasseti.

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  • 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.

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.

Categories

Business Needs
Finance
Sales Productivity
Industries
Financial Services
Personas
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder