DakotaLogo2024
DakotaLogo2024
Book a Demo
Talk to an Expert
✕ Salesforce
Native Integration Available on Salesforce AppExchange · No Custom Development Required

250,000+ LP Accounts. Directly Inside Your Salesforce.

Investment firms using Salesforce face a fundamental problem: the CRM is only as good as the data inside it. Dakota Marketplace for Salesforce solves this, pushing 250,000+ LP accounts, 386,000+ verified contacts, and daily real-time updates directly into your existing Salesforce instance. No custom development. No parallel platforms. No stale data.

Book a Demo View on AppExchange
250,000+
LP Accounts in SF
386,000+
Contacts Updated
Real-Time
Data Sync
Zero
Custom Dev Required
AppExchange
native app · installs in one click · live on Day One
The Problem Every Investment Firm Has With Salesforce

Your CRM Is Only as Good as the Data Inside It.

Investment firms that use Salesforce face a problem that their counterparts in other industries do not. The CRM was built for general enterprise sales, not for the specific data needs of fundraising teams calling on institutional allocators, RIAs, family offices, and consultants.

Most investment firm Salesforce configurations end up in one of two bad states. Either the CRM becomes a digital Rolodex, a contact list that nobody keeps current and that falls further behind reality every week, or the firm spends significant resources on custom development and ongoing maintenance trying to build what Dakota already has.

The result is predictable: low Salesforce adoption, duplicate data sources, fundraisers maintaining their own spreadsheets alongside the CRM, and an organization that pays for a CRM that the people who most need it have stopped trusting. Dakota Marketplace for Salesforce is built specifically to solve this problem.

The Dakota Marketplace for Salesforce App updates your Salesforce in real time with updates and additions from Dakota Marketplace, so your team has a single, reliable source of truth for every allocator they call on. Most of our members tell us their Salesforce adoption jumps materially within the first quarter.
Dakota Marketplace
01
No Custom Development, Ever
The Dakota Marketplace Salesforce App installs directly from the AppExchange. No custom API builds. No Salesforce developer contracts. No months of configuration before your team can use it. The integration is live on day one, including the custom user interface built specifically for fundraisers.
02
Real-Time Sync, Not a Weekly Export
When a CIO changes firms, when a new family office is added to the Dakota database, when a public pension publishes new meeting minutes, your Salesforce reflects it immediately. Not in the next manual import. Not after your team notices the contact has bounced. Immediately.
03
Full Complement of Accounts and Contacts
250,000+ LP accounts and 386,000+ verified contacts across every institutional and intermediary channel, pushed into your Salesforce instance. Your team works from a complete universe of investors, not the partial list they have managed to build manually over the years.
04
Built for Investment Sales, Not Generic Enterprise
The Dakota Salesforce interface is custom-designed for fundraisers, with account types, metro area views, investment searches, and public plan data organized the way a distribution professional actually works. Not a generic Salesforce layout that your team has to adapt to their workflow.
The Problem Without Dakota

What Happens When Investment Firms Run Salesforce Without Good Data.

These are the eight specific headaches that Dakota Marketplace for Salesforce eliminates, the ones that cause teams to stop using the CRM and maintain parallel spreadsheets instead.

Initial Custom Development
Building a Salesforce configuration for an investment firm from scratch requires months of developer time and six-figure budgets, before anyone can actually use it.
Typical cost: $50K-$200K in custom dev
Ongoing Custom Programming
Every new data requirement, every integration change, every layout update requires another developer engagement. The CRM that was already expensive becomes perpetually expensive.
Typical cost: $2K-$10K per change
Configuring New Data Feeds
Adding a new data source, 13F holdings, public plan minutes, investment searches, to an existing Salesforce configuration typically requires a full new integration project.
Typical cost: 4-12 weeks per feed
No Domain Expertise in the Build
Generic Salesforce developers do not know the difference between an RIA and a registered investment adviser acting as a consultant. The investment-specific nuance gets lost in translation.
Result: a CRM your team won't use
Database Administration
Someone on your team, or a consultant, has to maintain the Salesforce data schema, manage duplicates, and keep the account hierarchy clean. That is not a fundraising function.
Typical cost: 5-10 hrs/week internal time
Manual Data Updating
Without a live data feed, someone on your team is responsible for updating contacts when people change jobs, firms merge, or new allocators enter the market. This is the work that inevitably stops getting done.
Result: stale data within 90 days
Data Collection
Building a comprehensive contact database for institutional allocators from scratch, verified CIO names, direct lines, investment preferences, is a years-long research project with no clear end.
Result: incomplete lists, missed prospects
Email Bounce Management
Investment professionals change jobs at a high rate. Without a live data feed maintaining contact information, email bounce rates climb and outreach campaigns become unreliable within months of launch.
Result: 20-40% bounce rates in 12 months
How the Integration Works

From AppExchange to Live in Your Salesforce.

The Dakota Marketplace for Salesforce App is designed for investment firms that want institutional data in their CRM without a months-long implementation project. Here is exactly how it works.

1
Download from AppExchange
Install the Dakota Marketplace app directly from the Salesforce AppExchange. Native installation, no developer engagement required for the initial setup.
2
Connect to Your Dakota Membership
Authenticate your Dakota Marketplace membership to establish the data connection. Your existing subscription covers the Salesforce integration at no additional data license cost.
3
Data Populates Automatically
250,000+ LP accounts and 386,000+ contacts begin flowing into your Salesforce instance, organized by account type, metro area, and channel, with the custom investment firm UI already in place.
4
Updates Sync in Real Time
From day one, your Salesforce stays current automatically. Personnel changes, new accounts, investment search alerts, public plan minutes, all reflected in your CRM without any manual work.
What's Mapped Into Your Salesforce

Ten Data Layers. All Inside Your Existing CRM Instance.

Every data feature available in Dakota Marketplace is mapped directly into your Salesforce, not as a separate tab or parallel platform, but as native Salesforce objects your team works with through the interface they already know.

Core Data
Accounts: 250,000+ LP Firms
Every account type, metro area, AUM, and investment strategy. Corporate pensions, public pensions, RIAs, family offices, endowments, foundations, consultants, broker-dealers, and every other allocator channel, as native Salesforce account records.
250,000+ accounts · All channel types · Metro area searchable
Core Data
Contacts: 386,000+ Decision Makers
Individual-level contact data mapped to account records, asset classes covered, direct contact information, role and title, account type, and AUM. Attach activities, calls, and opportunities directly to the right contact within Salesforce.
386,000+ contacts · CIO bios · Investment preferences
Territory Planning
Metro Areas: City-Level Territory View
Preview and create or link accounts and contacts directly from the Metro Area tab. Plan travel, identify concentration of target accounts in any city, and schedule meetings around geographic clusters, all from within Salesforce.
City scheduling · Travel optimization · Proximity filters
Portfolio Intelligence
Investments: Fund & Portfolio Data
Investment-level detail including investment name, account, investment strategy, funding date, and fund balance, mapped directly to the allocator records in your Salesforce. Understand what each LP has committed to and when.
Fund-level detail · Commitment history · Strategy mapping
New Opportunity
Investment Searches: 350+ Per Year
Receive investment search alerts directly inside Salesforce, including the consulting firm involved, search requirements, and asset class focus. Over 350 investment searches identified annually. Know about mandates before your competitors do.
350+ searches/year · Consultant identified · Requirements included
Pension Intelligence
Public Plan Meeting Minutes: Daily
Daily investment committee meeting notes from public pension funds, including new allocations, consultant coverage changes, RFPs issued, and manager selections, accessible as native Salesforce records linked to the relevant accounts.
Daily updates · New allocations · RFP alerts · Manager selections
Competitive Intel
Manager Presentation Decks: 4,000+
Access 4,000+ presentations given by other investment managers to public pension funds, viewable from within Salesforce. Understand what your competitors are saying, how they are positioning their strategies, and what allocators are hearing in the market.
4,000+ decks · Competitive positioning · Allocator perspectives
Personnel Alerts
Job & Role Changes: Real-Time Alerts
Stay ahead of investment industry personnel changes the moment they happen. Alerts pushed to your inbox or viewable on the Salesforce homepage, so your team always knows when a CIO has moved, when an analyst has been promoted, or when a firm has made a key hire.
Real-time alerts · Email push · CIO movements tracked
Holdings Data
13F Filings & ETF Holdings
Access 13F filings and holdings data inside Salesforce, mapped to RIA account records. See which RIAs hold your ETF, BDC, or closed-end fund, how positions have moved quarter over quarter, and which competing products they hold alongside yours.
Quarterly updated · ETF, BDC, CEF coverage · RIA-level mapping
Market Intelligence
Fundraising News: Pension Activity Feed
Access real-time fundraising news inside Salesforce, search updates, manager selections, recent commitments from public pension funds, and market-moving announcements, linked directly to the relevant account and contact records in your CRM.
Real-time feed · Linked to account records · Commitment tracking
Before and After Dakota

What Changes When Dakota Data Lives Inside Your Salesforce.

The difference between a Salesforce instance with and without Dakota data is not incremental. It is the difference between a CRM that your team avoids and one they open first thing every morning.

✕ Before Dakota
Contact list built manually by the sales team, gaps in every channel, no confidence anyone is calling the right person
✓ After Dakota
250,000+ LP accounts and 386,000+ verified contacts, complete coverage of every institutional and intermediary channel, verified daily
✕ Before Dakota
Investment search alerts discovered late, after competitors have already submitted, through industry contacts and conference conversations
✓ After Dakota
350+ investment searches per year delivered inside Salesforce the day they are identified, with consultant, requirements, and asset class
✕ Before Dakota
CIO contact emails bounce at 20-40% after 12 months because nobody on the team has time to maintain the data
✓ After Dakota
Real-time personnel alerts push updates to your Salesforce the moment a CIO changes firms: your outreach list is always current
✕ Before Dakota
Team has parallel spreadsheets, a CRM nobody trusts, and no way to enforce a single data source across the organization
✓ After Dakota
One source of truth: Dakota data in Salesforce, with CRM adoption increasing because the data is reliable enough to act on
Client Results

What Happens When Investment Firms Activate Dakota in Salesforce.

$49.4B
Private Equity Real Estate · Bridge Investment Group
"Dakota Marketplace helped us overcome our stale and outdated data. Before Dakota, our Salesforce contact list hadn't been properly updated in years. The result was a measurable increase in LP commitments from channels we had essentially given up on."
$5.3B
Private Equity Real Estate · MLG Capital
"Having Dakota data directly in Salesforce changed how our entire distribution team works. It removed the question of which platform to check first: the answer is always Salesforce, because Salesforce now has everything."
Expert
Salesforce Consulting · Centersky
"As Salesforce consultants working with investment firms, we recommend Dakota's AppExchange integration as the starting point for every fundraising CRM deployment. It solves the data quality problem that kills adoption before it starts."
Other CRM Integrations

Dakota Marketplace Works With Every CRM Your Team Uses.

Salesforce is Dakota's native integration, but Dakota Marketplace also connects with every other major CRM and data platform used by investment management firms. If your team is not on Salesforce, Dakota meets you where you are.

Salesforce
Native · AppExchange
HubSpot
CRM Integration
DealCloud
CRM Integration
Dynamo
CRM Integration
Altvia
CRM Integration
Pinnakl
CRM Integration
Satuit
CRM Integration
Snowflake
Data Warehouse
Get Started

See Dakota inside your Salesforce.

A member of the Dakota team will walk you through exactly how the integration works with your specific Salesforce configuration, what data syncs, how existing records are enriched, and what your team sees on day one. Most firms have the integration live within a single business day of authenticating their Dakota membership.

Book a Live Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy