Discover how to supercharge your Salesforce with DakotaMarketplace! Stop toggling between platforms and wrestling with stale data. Our Dakota Marketplace for Salesforce App embeds the industry’s most accurate, institution‑level investor database directly into your Salesforce instance — no custom development or ongoing maintenance required.
| BENEFIT | WHAT YOU GET | WHY IT MATTERS |
| Single Source of Truth | All Dakota Marketplace accounts, contacts, AUM, job/role changes, and proprietary investment insights live in Salesforce | Eliminate duplicate records, reduce data‑cleaning time, and ensure every rep works from the same, up‑to‑date information |
| Real-Time Updates | Automatic syncing every 15 minutes of new allocations, consultant coverage, 13F filings, fund presentations, public plan minutes, and RFP alerts | Never miss a shift in the market — reach out at the exact moment a prospect’s priorities change |
| Embedded Marketplace UI | Native Salesforce tabs (Accounts, Contacts, Metro Areas, Investments, Searches, News) | Accelerate prospecting with one‑click access to 150+ custom fields, so reps spend time calling, not clicking |
| Built for Adoption | Fundraiser‑centric interface with dashboards for job/role changes, fundraising news, and pipeline analytics | Drive Salesforce usage across your firm — higher adoption leads to better pipeline visibility and forecasting |
| Zero Technical Overhead | Install in minutes via AppExchange; ongoing data administration is handled by Dakota’s dedicated team | Eliminate expensive custom builds, reduce admin costs, and give your ops team back their weekends |
Who Is Dakota Marketplace For?
Dakota Marketplace is perfect for any investment‑focused team that relies on Salesforce to source, track, and close institutional investor relationships — including:
- Investment Sales & Fundraising Professionals at asset managers, private equity, real estate, hedge funds, and alternative managers
- Investor Relations Teams who need real‑time alerts on job/role changes, RFPs, 13F filings, fund presentations, and public plan activity
- Revenue Operations & CRM Admins seeking a turnkey integration that eliminates manual data maintenance, duplicate records, and custom configuration
- Sales Leaders & Managers focused on driving Salesforce adoption, pipeline accuracy, and forecasting with a single, reliable source of truth
Outcomes You’ll See
- 50% reduction in manual data entry and cleanup
- 2× increase in meetings scheduled within 30 days of installation
- 100% confidence that every account and contact is current
Ready to Get Started?
Navirum are the trusted experts in seamlessly integrating Dakota Marketplace with Salesforce. As official partners of both Salesforce and Dakota, we deliver a turnkey implementation, rapid time‑to‑value, and ongoing support — ensuring your team unlocks the full power of your CRM investment in weeks, not months.
Once Dakota is integrated with Salesforce, it immediately opens the door to:
- Marketing Automation — orchestrate multi‑channel campaigns powered by clean, real‑time investor data
- Advanced Reporting & Analytics — build dashboards and forecasts on a single source of truth
- AI‑Driven Workflows — implement next‑generation tools like Agentforce that leverage Dakota’s deep data set to surface high‑intent prospects, personalize outreach, and automate follow‑up
Book a demo with Navirum today and transform Salesforce into your firm’s single, revenue‑generating hub — complete with the automation, insights, and AI capabilities you need to win more business.
Navirum on LinkedIn | Navirum on AppExchange
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