How relationship insights in Salesforce helps find, manage, and close deals faster

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This spring we announced the availability of Affinity for Salesforce on Salesforce AppExchange. As the the relationship intelligence platform for dealmakers we’ve seen firsthand the power of actionble relationship insights in driving deals. Why shouldn’t teams using Salesforce also be able to take advantage of this competitive advantage? Now they can.

Affinity for Salesforce automatically generates contacts, enriches records, creates relationship insights, and delivers them to dealmakers directly with Salesforce Sales Cloud to drive deals forward. These new capabilities provide senior executives with even more value from their CRM data, which will increase usage and adoption.

As our co-founder and co-CEO Ray Zhou said “Dealmakers need a complete picture of their team’s network to source and advance deals. Too often these relationships are hidden, leading to missed opportunities, or dealmakers are forced to do expensive manual CRM data work to share their network. With Affinity for Salesforce, customers have access to automatically generated relationship insights in the tools they use every day–whether it's their Salesforce instance, email app, or even a web browser–empowering them with the information they need to find, manage, and close more deals.”

Key benefits of Affinity for Salesforce include: 

  • Find and close more deals with relationship insights: Find warm introduction paths or get relationship context about deals with access to shared relationships, strength of relationships, and a timeline of every activity associated with a person or company.
  • Avoid data drudgery with automation: Reduce time spent on manual data entry with automated record creation and activity updates. Records are also automatically enriched with people and organizational data to make deal sourcing more efficient.
  • Increase CRM adoption and work on deals more efficiently with extensions: Access and update Salesforce records throughout the dealmaking workflow—whether dealmakers are researching a person or company when visiting a website or LinkedIn page or interacting with them over email.
  • Get the most value from relationship intelligence with a direct Salesforce data integration: Combine Affinity’s automated, enriched relationship data with powerful Salesforce features like reporting, automated workflows, and triggers to help teams understand and optimize their business.a

Research, screen, and qualify deals faster with Affinity for Salesforce.


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