The Dakota Marketplace for Salesforce App is a revolutionary solution built by fundraisers, for fundraisers.
Designed specifically for investment firms and their distribution teams, it eliminates the single biggest pain point firms face when it comes to Salesforce: configuration, adoption, and data accuracy.
Let’s be honest , 100% of investment firms using Salesforce struggle to make it work the way their salespeople need it to. Salesforce is an incredible platform, but it’s not built for fundraising out of the box. From configuration issues to outdated data, most firms end up with an expensive, underutilized CRM that frustrates salespeople and leadership alike.
And the ripple effect is real: no CRM adoption, incomplete meeting notes, messy data, and a lack of visibility across the pipeline.
The end result? Lost leverage, wasted time, and poor sales efficiency.
In this article we will break down problems with implementing a CRM, how you solve this problem, and lastly the Dakota Marketplace for Salesforce App. By the end of this, you’ll have a better understanding of the Marketplace for Salesforce App and how it acts as the solution to getting your Salesforce configured and implemented.
The Real Problem
The truth is simple: Salesforce developers lack domain expertise in the investment management industry. They can customize your CRM, but they don’t understand what a fundraiser actually needs to succeed.
That leads to costly, inefficient systems caused by:
- Poor initial configuration
- Endless custom development projects
- Inability to integrate critical data feeds (like 13F, Form ADV, Form D)
- Outdated or missing data
- Limited reporting visibility
- Lack of CRM adoption across the sales team
Salespeople shouldn’t be bogged down with data entry or admin tasks — their job is to build relationships and book meetings. But without a properly configured, data-rich CRM, that becomes nearly impossible.
The Solution: Dakota Marketplace for Salesforce App
After four years of development, Dakota’s Marketplace for Salesforce App has completely changed the game for investment firms.
It bridges the gap between your Salesforce instance and Dakota Marketplace to seamlessly connect your CRM with real-time, institutional-quality account and contact data across all fundraising channels.
With this app, you no longer need to hire expensive outside consultants or waste hours trying to configure Salesforce to fit your fundraising workflow. It’s custom-built for fundraisers, ready to go on day one.
Your sales team gains instant access to:
- Verified accounts and contacts updated in real time
- Direct data feeds (13F, Form ADV, Form D, Fundraising News, and more)
- A streamlined interface built specifically for investment sales workflows
- The ability to attach meetings, activities, and opportunities to accounts automatically
Why Investment Firms Love Marketplace for Salesforce
1. Guaranteed CRM Adoption – CRM adoption isn’t optional anymore. With Dakota Marketplace for Salesforce, using your CRM becomes second nature. Your team will want to use Salesforce because it’s finally built for them.
2. One Source of Truth – No more juggling spreadsheets or multiple databases. Marketplace for Salesforce brings all your data (accounts, contacts, metro areas, fundraising activity) into one single platform that everyone can trust.
3. Cleaner, More Accurate Data – Real-time updates mean your team is always working from the most current data possible. No duplicates, no stale information. Just clean, actionable intelligence.
4. 10x Sales Productivity – By eliminating manual entry and data hunting, your salespeople get time back to focus on what actually matters: building relationships and closing capital commitments.
Built for Fundraisers, Not Developers
The Dakota Marketplace for Salesforce App was designed around how investment sales teams actually work.
Here’s what you’ll find inside:
- Favoriting & Sharing: Favorite accounts and contacts, and share them with teammates.
- Notifications: Get alerts for new job changes or updates on specific accounts.
- Metro Area View: Easily plan trips and schedule meetings by city.
- Custom Home Page: Access the Dakota Marketplace feed directly in Salesforce, including new job and role changes, fundraising news, and new investments.
- Automated Data Feeds:
- 13F Filings & Holdings
- Form D Filings
- Form ADV Data
- Private Fund Performance
- Public Pension Fund Investments
- Fundraising News
- Job and Role Changes
- Candidates Seeking Work
- Manager Presentation Decks
For investment firms, Salesforce should be your lifeline and the center of your fundraising operation. But too often, it becomes a burden. The Dakota Marketplace for Salesforce App fixes that by giving you a fully configured, data-driven, fundraiser-friendly CRM from day one.
No more manual uploads. No more endless developer invoices. Just a CRM that works. Finally,
Don’t waste time configuring your Salesforce, have a custom built interface for fundraisers with the Marketplace for Salesforce App. Schedule a demo here.
