Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo
Microsoft Outlook is where most fundraisers and deal professionals run their day: emails, meetings, calendar management, all in one place. In fact, sales reps spend 60% of their week on non-selling work, including manually entering customer notes into the CRM (Salesforce State of Sales, 7th Edition, February 2026).
Salesforce, meanwhile, has long served as the system of record behind Dakota Marketplace. Now, for the first time, you don't have to choose between the two. You can connect Outlook to Salesforce, and you can connect Outlook directly to Dakota Marketplace, sending emails straight from the platform you're already using to research and prioritize your outreach.
That's two ways to get your Outlook working harder for you. Here's why that matters.
What's New: Outlook Integration in Dakota Marketplace
We've launched a new feature in Dakota Marketplace: Outlook integration.
What is it?
Users can now connect their Outlook account directly to Dakota Marketplace. Once connected, you can send emails to contacts straight from the platform, no more tabbing over to your inbox, and those emails sync back to Outlook automatically.
Why we built it
This closes a workflow gap our users have told us about for a while. The average seller already juggles 8 different tools to close a single deal, and reps who feel buried under too many of them are 45% less likely to hit quota (Salesforce State of Sales, 7th Edition, February 2026). Nobody wants to jump between Marketplace and their inbox just to reach out to a contact they just found. Now the outreach and the record-keeping happen in the same place, without a copy-paste step in between.
Why it's better than our old email functionality
The old version needed your tech team involved just to get it set up. This one doesn't. You connect your own Outlook account in a few clicks, no IT ticket, no waiting on an admin.
Top 10 Reasons to Bring Outlook, Salesforce, and Dakota Marketplace Together
1. Email Contacts Without Leaving Dakota Marketplace
Find the right allocator, connect the dots on their portfolio, and send the email, all in the same window. No switching apps, no losing your train of thought mid-outreach.
2. Emails Sync Back to Outlook Automatically
Anything you send from Marketplace shows up in your Outlook sent folder and inbox threads, so your personal record stays complete without any manual logging.
3. Set Up in Minutes, Not Weeks
Connecting your Outlook account to Dakota Marketplace takes a few clicks, no IT ticket, no waiting on a Salesforce admin, no consultant.
4. Work in Outlook Without Leaving Salesforce Behind
For teams running Salesforce, the Outlook integration lets users view records, search Accounts and Contacts, and log activity, all without leaving their inbox.
5. Log Emails in One Click
Whether you're logging from Outlook into Salesforce or sending from Marketplace directly, every meaningful conversation gets captured against the right Contact, Account, or Opportunity, automatically.
Book a demo and connect your Outlook account the same day, no IT ticket required.
6. Reduce Manual Data Entry
Sales reps spend 60% of their week on non-selling work, much of it manual data entry (Salesforce State of Sales, 7th Edition, February 2026). Connecting Outlook to both Salesforce and Marketplace cuts a step out of that process.
7. Improve Data Quality Across Your Tech Stack
The more of your outreach is captured automatically, the more complete your pipeline data becomes, and the less time your team spends reconciling records after the fact.
8. Move Faster from Research to Outreach
Dakota Marketplace already tells you who to call and why. Now you can act on that insight the moment you have it, instead of breaking your workflow to open a separate email client.
9. Keep Your Whole Team on the Same Page
When outreach is logged consistently, colleagues across sales, research, and leadership can see what's happened with a contact without having to ask.
10. Build a Smarter, More Connected Workflow
Outlook, Salesforce, and Dakota Marketplace were three separate stops. Now they work as one connected system: research, outreach, and record-keeping, without the friction that used to sit between them.
Connect Your Outlook Account and Put Both to Work
You now have two ways to get more out of Outlook. If your team runs Salesforce, the Outlook-Salesforce integration keeps your CRM current without leaving your inbox. If you want to go straight from research to outreach, Dakota Marketplace's new Outlook integration lets you send emails directly from the platform, no IT ticket required, with everything syncing back to Outlook automatically.
Two integrations. One less reason to leave the tools you already trust.
Book a demo to see Dakota's Outlook integration in action.
