Manual copy and paste, multiple data sources, and stale data.
To any institutional sales person, this should sound like a recipe for disaster. As an investment sales professional, if you understand the importance of CRM data hygiene, and Dakota is right there with you.
At Dakota, we’ve raised over $40B from our own CRM platform having clean, up-to-date information and we have made this available to other investment sales people through Dakota Marketplace.
Dakota Marketplace for Salesforce is a Salesforce app integration that connects our Marketplace information into your Salesforce so that you have all of our account and contact information right there in your CRM.
In this article we’re going over the most frequently asked questions about Dakota Marketplace for Salesforce. After reading this article, you’ll have a better understanding of exactly how Dakota Marketplace for Salesforce will help you and your firm.
1. What is Dakota Marketplace for Salesforce?
Dakota Marketplace for Salesforce is a native Salesforce integration that brings all of Dakota’s institutional investor data directly into your CRM. It solves three main challenges sales teams face every day:
- Manual data entry: Eliminate copying and pasting. Bring in accounts and contacts with one click.
- Stale data: Get automatic updates so your CRM data is always fresh.
- Multiple data sources: Consolidate your workflow into one source of truth.
With Marketplace for Salesforce, you’ll have the same reliable data used by Dakota’s own investment sales team, right inside your Salesforce.
2. How does the app help improve data accuracy and CRM hygiene?
It’s estimated that 91% of CRM data becomes stale, incomplete, or duplicated each year. For most investment sales teams, that means wasted time and missed opportunities.
Dakota Marketplace for Salesforce solves this by syncing real-time updates from Dakota’s internal Salesforce to ensure your data is never outdated or incomplete. You’ll always know who’s moved firms, changed roles, or taken on new responsibilities.
3. How difficult is it to set up?
Not difficult at all. Once you sign up, our team schedules a one-hour installation call.
- The first 30 minutes are dedicated to implementation and page layout configuration.
- The next 30 minutes focus on training your team to ensure everyone is comfortable using the app.
Setup is completed in just three simple steps, and your CRM will be fully connected by the end of that first session.
4. How often is the data updated?
Your app syncs with Dakota’s internal Salesforce every 15 minutes, ensuring any updates made by our Investment Sales or Data teams are automatically reflected in your system.
That means your accounts and contacts are always current, without any manual effort.
5. What kind of support does Dakota provide?
We’re with you well beyond setup.
If you ever need help (whether you’re receiving an error message, want to schedule a training session, or simply want to review best practices) our Customer Success team is ready to assist.
Just reach out, and they’ll connect you with the right specialist to make sure your team gets the most value out of the app.
6. What’s new in Version 3.0?
The latest update introduced several new features that make Dakota Marketplace for Salesforce even more powerful:
- A Home Tab that mirrors Dakota Marketplace’s homepage with job and role changes, fundraising news, member comments, and new accounts or contacts.
- A Dakota Videos Tab where users can watch Dakota Live! Calls, podcast episodes, and video content.
- Follow Notification Emails so you can receive alerts when followed accounts or contacts are updated.
- Maps in Metro Areas for visualizing accounts geographically.
- New Related Lists for Public Plan Minutes, Investment Strategies, Contacts, and more.
7. Can I access Dakota Live! Calls and other content in Marketplace for Salesforce?
Yes. The Dakota Videos Tab gives you access to Dakota Live! Calls, podcast episodes, and other educational video content directly inside your Salesforce.
You can view recent videos, register for upcoming events, and keep your team engaged with the latest Dakota insights. All without leaving your CRM.
8. Does the app include investment data and manager materials?
It does. Dakota Marketplace for Salesforce includes tabs for:
- Investments: Searchable by keyword, with custom list views.
- Manager Presentations: Download decks, fee schedules, and meeting materials.
- Public Plan Minutes: Generate PDFs of public meeting minutes, identical to what you see in Dakota Marketplace.
These features make it easier for your team to stay informed and prepare for meetings with allocators and fund managers.
9. How can the app help me stay informed about industry activity?
The app automatically pulls in Fundraising News, Job and Role Changes, New Public Investments, and New 13F Filings right into your Home Tab.
You’ll always have a real-time pulse on what’s happening across the institutional landscape, so you can identify opportunities before your competitors do.
10. How much does Dakota Marketplace for Salesforce cost?
Dakota Marketplace for Salesforce is $10,000, in addition to your Dakota Marketplace subscription.
The best part? It’s a flat rate, not per user. So whether your firm has one, three, or seven Marketplace licenses, everyone gets access for the same annual fee.
Clean Data. Better Conversations. More Meetings.
Bad data is the enemy of efficiency. With Dakota Marketplace for Salesforce, you’ll have one clean, reliable source of truth for every account and contact, right where you already work.
Your team will spend less time managing data and more time building relationships that move the needle.
Set up a call today to see how Dakota Marketplace for Salesforce can help your team work smarter, faster, and cleaner!
