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Salesforce.com Integration App for Investment Firms

Download Dakota's Salesforce App from the AppExchange and get 100% of the features, functionality and data of Dakota Marketplace directly in your Salesforce.com instance.

Trusted By

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Have you ever struggled using Salesforce as an investment firm?

Eliminate the headache that comes with difficult to use Salesforce configurations. Stop wasting time trying to keep your data up-to-date while not being able to enter critical meeting note information.

Dakota Marketplace for Salesforce eliminates the headache of:

Initial custom development

Ongoing custom programming

Configuration of new data feeds

Lack of domain expertise

Database administration

Data updating

Data collection

Email bounce software

Dakota Marketplace for Salesforce: Salesforce Integration App Tailored for Investment Firms

With our Salesforce App, our members are able to access our curated Dakota Marketplace data directly within their Salesforce instance, providing them more incentive to use their CRM and work through fresh data. 

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Provides a firm a full complement of accounts and contacts across all channels

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Allows a salesperson to attach activity and opportunities to accounts and contacts

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Keeps all accounts and contacts updated in real time

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Features a custom built user interface for fundraisers

Why Dakota Marketplace for Salesforce?

Increase Salesforce adoption across your firm

Maintain data integrity with a single, reliable source within your Salesforce

Eliminate the need to login to multiple platforms to view data

Streamline fundraising day one with the custom user interface design built for fundraisers

SalesForceCloud

A Streamlined Salesforce Integration App, Custom-Made for Investment Firms

Key Data Features Mapped to your Salesforce instance:

Accounts

View information on specific accounts such as type, metro area, and AUM.

Contacts

View information on contacts such as asset classes covered, contact info, their account type, and account AUM.

Metro Areas

Ability to preview and create/link Accounts and Contacts directly from the Metro Area tab.

Investments

Access investment details including investment name, account, investment strategy, funding date, and fund balance.

Searches

Receive investment alerts, including vital info such as the consultant and requirements.

Public Plan Minutes

Read the Dakota team's notes on public plan meetings (new allocations, consultant coverage, etc.)

Manager Presentation Decks

Access presentations from other managers for insights into what they’re saying and investing in to get a competitive advantage.

Job & Role Changes

Stay alert of job and role changes occurring within the investment realm. These notifications can be pushed to your inbox, or login and see the changes listed out on the homepage.

13F Filings & Holdings

Access 13F Filings and Holdings and gain insight from an ETF standpoint on the asset classes and sub asset class preferences for the RIAs within Dakota Marketplace.

Fundraising News

Access an array of trending information on public pensions including search updates, manager selections, recent commitments, and more.

Recent Customer
Case Study

centerSky

Salesforce Consultant

MGLCapital

$5.3B AUM

Private Equity Real Estate Firm

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