Dakota Marketplace for Salesforce
By Dakota Live!
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $10,000 per company per year
- Listed since
- 2022
About Dakota Marketplace for Salesforce
The only custom Salesforce investment sales UI design built for fundraisers
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.
Highlights
- 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.
Screenshots
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Pricing
Paid, from $10,000 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Core Plan | $10,000 per company | Yearly |
Must be a Dakota Marketplace Member paying our Marketplace yearly fee in order to buy our Salesforce app for an add on price.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 21, 2022
- Industries
- Financial Services
- Languages
- English