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Dakota Marketplace for Salesforce

The only custom Salesforce investment sales UI design built for fundraisers

Overview

Have you ever been frustrated by the high cost of a Salesforce integration that never gets you what you want? Dakota has created the only custom Salesforce investment sales UI design built for fundraisers, the Dakota Marketplace for Salesforce App.

See How Dakota Marketplace for Salesforce Works

Always-current contact data: Dakota Marketplace for Salesforce keeps allocator, and investment firm, accounts and contacts updated daily, so your team is never working from stale information.
Real-time sync, zero manual upload: Dakota data flows directly into your Salesforce instance, with visibility into position changes, investment preferences, and account updates as they happen.
One source of truth: With 252,000+ allocator accounts and 87,000+ private funds tracked, teams can research, prospect, and benchmark performance entirely within Salesforce, with no need to jump between separate databases or spreadsheets.

Dakota Marketplace is a leading fundraising and investment intelligence platform, used across the institutional investment landscape by investment firms, allocators, deal teams, and wealth managers alike. The Dakota Marketplace for Salesforce app connects that data directly into your Salesforce instance, syncing 252,000+ allocator accounts and 1,040,000+ contacts, including allocators, and investment firms, updated daily by a 60-person data team, so your team always has current, accurate intelligence right where they already work.