Salesforce App

What our members are saying

Marketplace provides the most actionable data I have ever encountered in my 15+ years in the business. It is abundantly clear that Marketplace is built by salespeople for salespeople. I am continuously amazed at its rapid prospect expansion and its real-time updates on the appropriate decision makers. It is an incredible time saver that lets you concentrate on selling, not researching prospects!

Geoffrey Irungu, Stephens Investment Management

All I can say is, Dakota Data ROCKS!!!

Tod Perry, Algorithmic Investment Models (AIM)

Dakota by far the most tailored system out there in terms of information with respect with Investors who are seeking to meet for new managers and looking for new offerings. Beyond just the data, which is important…the culture and the people at your firm know what it’s like to be in our chair. Raising assets, trying to build relationships with allocators and pools of capital.

Andres Sandate, Altera

Marketplace is nirvana for a sales professional who wants access to RIAs and other institutional investors. Most of my prospecting is over because all I have to do is log in and pull up a city I am traveling to, and all the RIAs and investors I need to know are right there. It’s awesome.

Jim Steve, Institutional Sales

Ensure that your CRM is as clean and up-to-date as possible

New Accounts & Contacts added weekly

Our team of investment sales and data professionals ensures that new contacts are updated on a weekly basis, so that your lead source is continuously growing.

Ensure that your accounts and contacts are updated daily

Sync your accounts and contacts with Dakota Marketplace to receive real-time updates

Receive alerts when contacts change jobs

Your sales team will never be left to wonder if their institutional investor and allocator contacts are up-to-date. Instead, just select the accounts and contacts you want linked to Dakota Marketplace and they will be updated in real time.

Eliminate the administrative time spent updating your CRM

Get up and running with the Dakota Salesforce App in just a few clicks, without involving your tech team.

The Dakota Salesforce App not only updates your contacts when people change roles or jobs, but alerts contact owners when those moves are made. Salespeople can then take immediate action to reach out and reconnect with their contacts in their new role.

Link back to Marketplace from your Salesforce instance to access over 150 custom fields and Marketplace’s full feature set.

Eliminate Outdated Allocator Data With Our Salesforce App