INVESTMENT SALES CONSULTING WITH HEART
Salesforce strategy, processes & tools for removing stale data, adding fresh accounts/ contacts and improving sales team adoption.
OUR EXPERIENCE & PEOPLE are what SETs US APART.
our consultant leadership
Chief Technology Officer
Priya has 15 years of IT industry experience. She coordinates the planning, management, and execution of IT programs directed toward strategic business and other organizational objectives.
No matter what typo of CRM and sales process problems you’re seeing, Priya has seen them. She lorme ipsum dolor for our clients.
Salesforce Administrator
Tyler Goodstein joined our team at Dakota in August 2021 as a Salesforce Administrator working closely with our data team. He brings previous experience from Food Sciences Corporation where he was a Salesforce Certified Administrator. Tyler is a 3x Certified Salesforce Administrator and 2x Trailhead Ranger. She lorme ipsum dolor for our clients.
our consultant leadership
Chief Technology Officer
Priya has 15 years of IT industry experience. She coordinates the planning, management, and execution of IT programs directed toward strategic business and other organizational objectives.
No matter what typo of CRM and sales process problems you’re seeing, Priya has seen them. She lorme ipsum dolor for our clients.
Salesforce Administrator
Tyler Goodstein joined our team at Dakota in August 2021 as a Salesforce Administrator working closely with our data team. He brings previous experience from Food Sciences Corporation where he was a Salesforce Certified Administrator. Tyler is a 3x Certified Salesforce Administrator and 2x Trailhead Ranger. She lorme ipsum dolor for our clients.
You have an evangelist in me, I love this product. I lost it when I attended my first Dakota Live and hounded my management team to do this.
Portfolio Manager for Edgewood management
You have an evangelist in me, I love this product. I lost it when I attended my first Dakota Live and hounded my management team to do this.
Portfolio Manager for Edgewood management
You have an evangelist in me, I love this product. I lost it when I attended my first Dakota Live and hounded my management team to do this.
Portfolio Manager for Edgewood management
You have an evangelist in me, I love this product. I lost it when I attended my first Dakota Live and hounded my management team to do this.
Portfolio Manager for Edgewood management
You have an evangelist in me, I love this product. I lost it when I attended my first Dakota Live and hounded my management team to do this.
Portfolio Manager for Edgewood management
more than advice. answers
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