For most investment sales teams, using a CRM isn’t the problem, it’s setting it up.
Manual CRM configuration can take weeks (or months), cost thousands of dollars, and still leave investment salespeople frustrated.
Too often, the system isn’t designed for fundraisers, meaning data is hard to find, workflows don’t align with how sales actually happens, and adoption suffers.
The result?
Wasted time, wasted money, and a CRM that feels like more of a burden than a tool.
That’s why we created the dakota marketplace for Salesforce app. We know firsthand how frustrating it is when a CRM slows you down instead of helping you.
In this article, we’ll review the dakota marketplace for Salesforce app and the top 10 features. By the end of this, you’ll have a better understanding of why this integration is essential for your CRM in investment sales.
Dakota Marketplace for Salesforce App
Dakota Marketplace for Salesforce is a Salesforce AppExchange app that connects your CRM directly to Dakota Marketplace, our continually refreshed investor database of limited partners (LPs), general partners (GPs), private companies and public companies for fundraising and deal sourcing.
That means:
- Real-time updates to contacts and accounts
- Seamless access to allocator data inside Salesforce
- A system designed around the daily needs of investment sales professionals
Unlike other Salesforce Apps, our solution is 100% configured and implemented for you. No manual setup and no costly consultants. Your CRM should accelerate your fundraising, not get in the way.
Top 10 Features of the dakota marketplace for Salesforce app
- A Single Source of Truth – All of your accounts, contacts, and allocator data are unified in Salesforce, eliminating duplicates, errors, and disconnected records.
- Real-Time Data Sync – As dakota marketplace is updated daily, those changes flow directly into Salesforce — ensuring your team always works from the freshest data.
- Two Flexible Sync Options – Pick the integration style that suits your firm best:
-
- Selective Linking: Sync only specific accounts and contacts.
- Full Sync: Import the entire dakota marketplace dataset into your Salesforce instance.
- 150+ Custom Data Fields – Enrich your CRM with detailed allocator data, including AUM, asset class coverage, metro area, allocator type, and more.
- Automatic Job & Role Change Alerts – Get notified immediately when allocators change positions or firms, so you can reach out at the right moment.
- Seamless Access to dakota marketplace Insights – Even inside Salesforce, you can open dakota marketplace tabs for searches, investments, manager decks, conferences, and public plan minutes. All tied directly to your accounts and contacts.
- Increased Sales Efficiency – No more wasted hours manually updating CRM fields. With emails, phone numbers, and job titles refreshed automatically, your team can focus on setting meetings.
- Ownership of Your Data – If your subscription ends, the data already synced into Salesforce remains yours. You don’t lose the progress you’ve made.
- Fast, Hands-Free Setup – Forget long implementations and endless configuration. Dakota Marketplace for Salesforce is installed and ready to use, exactly how fundraisers want to see it.
- Designed by Fundraisers, for Fundraisers – At dakota, we’ve raised over $40 billion in investment sales since 2006. Every aspect of the dakota marketplace for Salesforce app is designed around the way investment sales teams actually operate.
Bring a Data Solution On At Your Firm
Most CRMs fall short because they require endless setup, configuration, and personalization, none of which fundraisers have time for.
The dakota marketplace for Salesforce app solves this once and for all. It’s fully configured, updated in real time, and designed specifically for investment sales. With these 10 features, your team gains a tool that eliminates wasted effort, ensures clean data, and helps you focus on what matters most: setting more meetings and growing your pipeline.
To explore the marketplace for salesforce app, schedule a call today.
