Is Affinity or Salesforce Sales Cloud right for your team?
Choosing a CRM for relationship-driven deal teams
Salesforce is the world’s largest customer relationship management (CRM) and for good reason: it’s designed to fit into any industry, integrate with any number of apps through their API, and can support some of the largest organizations in the world. Their tenure as the reigning, one-size-fits-all CRM solution has lasted for over 20 years, and it has continued to grow. Sales teams ranging from small businesses to mid-sized SaaS companies and international retail giants all use Salesforce.
More recently, however, a new type of intelligent CRM platform has risen to meet the needs of less transactional, more relationship-driven dealmaking. Capital markets teams in venture capital, private equity, investment banking, and consulting have added to the model of a sales-focused CRM built by companies like Salesforce and Hubspot and augmented it to support relationship management—not just contact management or lead management. Here you can see how Affinity and Salesforce Sales Cloud stack up, so you can choose the best CRM solution for your needs.
Relationship intelligence
Automated data capture
Implement your CRM easily and encourage adoption
Affinity vs. Salesforce Sales Cloud
Single source of truth for your data
Relationship intelligence
Automate data capture
Implement your CRM easily and encourage adoption
Start using your data in your CRM quickly—sometimes in only a few days.
Track all of your deal and relationship data in one place
Use a single platform to keep track of every detail about your connections and deals.
Capture your deal and relationship data automatically
Ensure your team records the data that you need by trusting automated data capture.
Tie your tech stack to your CRM
Customize your software experience by integrating your most-used tools with your CRM platform.
Gain new insights into your network with relationship intelligence
Make more informed decisions with insights into your network, connections, and conversations to help find, manage, and close more deals faster.
Retain your team’s contact history
Surface every interaction your team has had—dating back to the start of their inboxes—so you have a more complete picture of your data.
Close deals on the go
Keep your deals in the palm of your hand with mobile apps for both iOS (iPhone and iPad included) and Android devices with a cloud-based SaaS platform.
Trust a reliable customer support team
Turn to a customer support specialist—available when you need them, not days later—if problems arise.
Customize your CRM experience
Make changes to your views, columns, rows, and settings to customize your deal management without needing external support.
Keep your team up to speed on industry trends
Combine proprietary CRM datasets and external data partners to enrich your records with industry-specific data.
Frequently Asked Questions
Why our customers love Affinity
