Choosing a CRM for relationship-driven teams
Customer relationship management (CRM) software is designed to track and manage your team’s most important connections. Unfortunately, legacy CRM software used by traditional sales teams in the retail or SaaS industries, for example, are simple databases that require manual upkeep. CRM platforms for dealmakers in professional and financial services like venture capital, investment banking, private equity, and consulting are built to not only keep contact and deal data up-to-date, they also provide actionable insights for teams to find warm introductions and close deals.
CRMs like Salesforce, Hubspot, and Pipedrive, are excellent tools for managing sales pipelines, but they don’t provide the same data-driven details you get from platforms like Affinity or 4Degrees. Let’s take a closer look at how relationship-driven teams can benefit from these CRMs and which might be a better fit for your team.
Trust your data is safe and secure
Deploy and use your CRM without disruption
Automatically import historical data
Affinity vs. 4Degrees
Single source of truth for your data
Relationship intelligence
Automate data capture
Manage deals and relationships in one place
Track data related to both your deal flow pipeline and professional relationships with a single tool.
Trust your data is safe and secure
Rely on a platform that is certified against stringent global security standards including SOC 2 Type II and GDPR.
Augment your decision making with relationship intelligence
Unearth insights buried in your email inboxes and calendars to find, manage, and close more deals faster.
Deploy and use your CRM without disruption
Launch your new platform quickly and get your team onboarded fast without lengthy training that disrupts your workflows.
Access support and find answers quickly
Get answers to platform- and process-related questions through a dedicated customer support team or detailed FAQs.
Automatically import historical data
Maintain all of your historical contact information, dating back to the start of your inbox, so you have access to all of your information.
Explore your CRM data on the go
Access key features of your CRM anytime using mobile apps for both iOS (iPhone and iPad included) and Android devices.
Analyze and report on core KPIs with Looker
Create easily shareable dashboards in your CRM to visually track your most important metrics with built-in reporting supported by business intelligence platform, Looker.
Streamline your tech stack
Place your CRM at the center of your contact and workflow management with native and fully custom integrations.
Import outside data cleanly as needed
Batch upload new contact data from events or webinars with a data importer tool designed to keep datasets clean.
Expand access to industry-specific datasets
Improve your team’s institutional knowledge by enriching internal CRM data with proprietary datasets and external, industry data partners.
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