Salesforce is meant to be the system that brings your fundraising efforts together. But for many investment firms, it quickly becomes another tool teams avoid. Data lives in too many places, workflows don’t reflect how capital is actually raised, and adoption stalls before Salesforce ever delivers real value.
Most of these challenges don’t come from Salesforce itself. They come from configuration.
Customizing Salesforce for an investment firm is expensive, time-consuming, and full of hidden opportunity costs. Internal teams spend months defining requirements. External Salesforce developers charge heavily — yet often lack real experience in fundraising, allocator relationships, and investment sales. The result is a CRM that technically works, but doesn’t support how your team operates day to day.
That’s exactly why we built Dakota Marketplace for Salesforce.
By embedding Dakota Marketplace directly into Salesforce, we eliminate the need for heavy customization and give fundraising teams immediate access to institutional intelligence where they already work. The outcome is a CRM your team actually uses — and one that helps them move faster with confidence.
In this article, we’ll walk through five key features of the Marketplace for Salesforce integration and show how they remove friction, improve adoption, and streamline fundraising workflows.
Want to see Marketplace for Salesforce in action? Book a demo of Dakota Marketplace for Salesforce.
Why Marketplace for Salesforce Exists
Investment teams don’t struggle because they lack data – they struggle because data is fragmented, unstructured, and disconnected from their CRM.
Marketplace for Salesforce was built to solve this problem by bringing Dakota’s institutional intelligence directly into Salesforce, without long implementation cycles or ongoing configuration. Instead of asking teams to adapt to a generic CRM setup, Marketplace for Salesforce aligns Salesforce to the way investment professionals actually raise capital.
The result is less manual research, cleaner data, and a Salesforce experience that delivers value from day one.
Five Features That Make Salesforce Work for Fundraising Teams
1. Share Intelligence Without Leaving Salesforce
Fundraising is inherently collaborative, but sharing insights often creates more work than it should. Important context ends up buried in emails, screenshots, or personal notes, leaving teams misaligned and opportunities harder to track.
Marketplace for Salesforce allows users to share Dakota Marketplace records (including accounts, contacts, investments, and activity) directly within Salesforce. This keeps everyone working from the same intelligence and removes friction from internal collaboration, without forcing teams to leave their CRM.
2. Focus Fundraising Efforts by Metro Area
Planning regional outreach or travel often requires piecing together lists from multiple sources. Marketplace for Salesforce simplifies this by bringing Dakota’s Metro Area functionality directly into Salesforce, allowing teams to explore firms, professionals, and investment activity by city or region.
This makes it easier to prioritize meetings, plan trips efficiently, and approach each market with a clear understanding of who matters and why.
3. Follow the Accounts and Contacts That Matter Most
Markets move quickly, and staying informed is often the difference between a timely conversation and a missed opportunity. Marketplace for Salesforce lets users follow key accounts and contacts, automatically surfacing meaningful updates such as new investments, firm activity, and profile changes.
Instead of manually checking records or relying on memory, your team stays informed as changes happen, without adding more work to their day.
4. Stay Ahead of Job and Role Changes
Job and role changes are among the most valuable signals in fundraising, yet they’re easy to miss when buried in static CRM records. Marketplace for Salesforce surfaces these updates directly within Salesforce, helping teams identify new decision-makers and re-engage at the right moment.
By delivering these insights automatically, Salesforce becomes a proactive system… not just a database you update after the fact.
5. Start Every Day With a Marketplace-Powered Home Page
One of the biggest barriers to Salesforce adoption is setup. Dashboards take time to configure, reports require maintenance, and many teams never see value quickly enough to build habits.
Marketplace for Salesforce removes this hurdle by providing a Marketplace-style home page directly inside Salesforce. From the moment users log in, they see job changes, fundraising activity, new investments, and relevant updates – with no configuration required.
This creates immediate value and helps Salesforce become part of the daily workflow, not an afterthought.
See Marketplace for Salesforce in Action
From institutional intelligence to real-time alerts and geographic insights, Marketplace for Salesforce is designed to support how investment teams actually work – not how CRMs are typically configured.
Book a demo of Dakota Marketplace for Salesforce and see how it fits into your existing workflow.
Why Marketplace for Salesforce Matters Now
Fundraising has become more competitive, more relationship-driven, and more time-sensitive than ever before. At the same time, teams are overwhelmed by systems that demand constant maintenance and deliver little value in return.
Marketplace for Salesforce addresses this by:
- Reducing manual research
- Improving CRM adoption
- Centralizing institutional intelligence
- Eliminating heavy Salesforce customization
- Turning Salesforce into a daily operating system for fundraising
It’s not always about adding more features. It’s about removing friction and helping teams focus on what actually matters.
If Salesforce feels like more work than it’s worth, Marketplace for Salesforce can change that. See how it transforms Salesforce into a system your team actually wants to use by booking a demo.
