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.
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
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.
Provides a firm a full complement of accounts and contacts across all channels
Allows a salesperson to attach activity and opportunities to accounts and contacts
Keeps all accounts and contacts updated in real time
Features a custom built user interface for fundraisers
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
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.
Private Equity Real Estate Firm
Private Equity Real Estate Firm
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