Data sourced from Dakota Marketplace for Salesforce, the global LP and GP intelligence platform trusted by investment professionals. Learn More | Book a Demo
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, Dakota is right there with you.
At Dakota, we've raised over $40 billion from our own CRM platform having clean, up-to-date information, and we've 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. We just rolled out V4.0, the biggest update to the app since launch, so this is a good time to revisit the most common questions.
In this article, we're going over the most frequently asked questions about Dakota Marketplace for Salesforce, updated for V4.0. After reading this article, you'll have a better understanding of exactly how Dakota Marketplace for Salesforce will help you and your firm.
Top FAQs Institutional Salespeople Are Asking About the Marketplace for Salesforce App
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, plus, as of V4.0, eleven new search tabs covering private markets data that used to live outside your CRM entirely.
2. How does the app help improve data accuracy and CRM hygiene?
It's estimated that a large share 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for Salesforce solves this by syncing updates from Dakota's internal Salesforce to ensure your data is never outdated or incomplete.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. V4.0 expands what syncs automatically to include client base, investor, fundraising news, Form D, performance, Form ADV, public company, university alumni, and location data, so the accuracy improvement now extends well beyond accounts and contacts.
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. If your firm has a large volume of existing Salesforce records, it's worth pairing this with our Linking & Syncing service beforehand so your data starts out fully matched.
4. How often is the data updated?
Your app syncs with Dakota's internal Salesforce on an ongoing basis, so updates made by our Investment Sales or Data teams flow into your system without manual effort.
That means your accounts and contacts stay current without anyone on your team re-entering data by hand.
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.
Still have questions about V4.0? Book a demo and see the new search tabs, mass linking wizard, and custom list views in your own Salesforce instance.
6. What's new in Version 4.0?
V4.0 is the biggest update to Dakota Marketplace for Salesforce since launch. Here's what's new:
-
Eleven new search tabs, including Consultant Reviews, Pension Documents, Fund Presentations, Earnings Intelligence, Private Fund, Fund Launches, Hedge Fund Performance, Private Companies, Private Fund Performance, Alumni Network, and All Documents (a rename of the former Manager Presentations tab).
-
A guided mass linking and unlinking wizard, linking up to 5,000 contacts and their related accounts in a single pass, and unlinking 2,000+ accounts at a time.
-
Custom List Views on Marketplace Accounts, Marketplace Contacts, and the new search tabs, with Save As, Rename, Pin/Unpin, Delete, and up to five filter fields with filter logic.
-
One-click Export to Excel from Marketplace Search, with Dakota Reference ID included automatically and pagination for large result sets.
-
Nearby Accounts and Dakota Recommends, surfacing geographically close accounts and local hotels, restaurants, event spaces, and coffee shops for territory and trip planning.
-
A new Hobbies field on contacts, and a long list of new Related Lists on the account detail page, including Consultant Reviews, Client Base, 13F Filings, Investment Strategies, Fund Memos, Form D Filings, and Private Fund Performance.
For the full breakdown, see our Top 10 Features of the Dakota Marketplace for Salesforce App.
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, and V4.0 expanded this significantly. Dakota Marketplace for Salesforce now includes tabs for:
-
Investments: Searchable by keyword, with custom list views.
-
All Documents: Download decks, fee schedules, and meeting materials (this tab was renamed from Manager Presentations in V4.0, same content, clearer name).
-
Public Plan Minutes / Pension Documents: Generate PDFs of public meeting minutes, identical to what you see in Dakota Marketplace.
-
Fund Presentations, Private Fund, Fund Launches, and Private Fund Performance: New in V4.0, giving reps fund-level detail and performance metrics (Net IRR, TVPI, DPI) without leaving Salesforce.
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?
CRM integration pricing, including Dakota Marketplace for Salesforce, is custom based on your firm's setup and user count, in addition to your Dakota Marketplace subscription.
Reach out to your account team or book a call for a quote specific to your firm.
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, now with eleven more places to look.
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!
