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A Custom Data Integration Built for Investment Firms

No more wasting valuable time updating outdated accounts and contacts. Leverage your CRM through our Dakota integrations.

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Access your own data alongside Marketplace data

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Maintain data integrity with a single, reliable source

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Ensure your contact data remains current

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Insights from our data experts

How to Make Your CRM Your Most Used Asset and What You Get in Return

For investment sales teams, the CRM should be the single source of truth for relationships,...

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CRM & Salesforce Integration: Impact & Benefits

At the core of investment sales is the need for precise tracking of every meeting, conversation,...

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How to Get Your Salesforce CRM Configured, Implemented, and Used - Marketplace for Salesforce is the Solution

The Dakota Marketplace for Salesforce App is a revolutionary solution built by fundraisers, for...

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