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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No more wasting valuable time updating outdated accounts and contacts.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

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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Why You Need a CRM to Succeed in Investment Sales

In the world of investment management, your CRM isn’t just a database, it’s the backbone of your...

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