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Dakota Marketplace Morgan Holycross, Marketing Manager | December 16, 2025

Top Use-Cases for Natural-Language Report Builders in a CRM Environment

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by...

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Dakota Marketplace Morgan Holycross, Marketing Manager | December 3, 2025

CRM & Salesforce Integration: Impact & Benefits

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Dakota Marketplace Morgan Holycross, Marketing Manager | October 31, 2025

How to Get Your Salesforce CRM Configured, Implemented, and Used - Marketplace for Salesforce is the Solution

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Technology Morgan Holycross, Marketing Manager | October 30, 2025

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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Dakota Marketplace Morgan Holycross, Marketing Manager | May 27, 2025

Dakota Marketplace on Salesforce: A CRM Advantage for Allocators

Let’s face it: private fund research isn’t just about finding the data, it’s about organizing it....

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Sales Best Practices Morgan Holycross, Marketing Manager | April 1, 2025

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Dakota Marketplace Morgan Holycross, Marketing Manager | February 13, 2025

The 10 Best CRMs for Investment Firms to Consider in 2025

CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...

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