Build lasting relationships and increase client engagements
Close more deals with up-to-date relationship insights
Relationships are the key to a thriving sales pipeline, but finding and using relevant relationships is challenging. With competing firms offering similar services, your team is missing opportunities if they can't quickly identify the strongest pathways into a deal. Affinity for Salesforce ensures your Salesforce records are always up-to-date and simplifies outreach and prospecting by uncovering the best person to introduce you to a decision-maker. By automating data entry and tapping into your collective network, your team can work together to drive business development and establish client relationships that last beyond a single project.
Use relationship insights to drive deals forward
Whether your business development is led by a few people or a team of thousands, having a centralized place to track and manage your clients and deals allows your firm to collaborate on relationship-driven opportunities. Affinity uses artificial intelligence to score each relationship in Salesforce to give you a view into which colleagues have the strongest relationships with a prospect so you can start every new deal with a warm introduction or identify the best person to give you context on an ongoing opportunity.
Automate your CRM updates
Automate your data entry tasks and save over 200 hours per employee every year! Affinity captures all engagement activities, such as meetings and emails, and automatically updates your Salesforce records and enriches them with the data you need to close deals faster. Affinity also pushes your company’s history of interaction with an account or contact into Salesforce’s Activity Timeline so you can see all emails, meetings, and any other logged Salesforce activity that has taken place.
Access CRM data and relationship insights everywhere you work
Affinity for Salesforce surfaces relationship, contact, activity, and deal insights directly in the tools you use every day: Google Chrome, Gmail, Outlook, and LinkedIn. With these extensions, you can add notes, edit existing Salesforce records, and create new contacts, accounts, and opportunities directly from your Outlook inbox or while browsing a prospective company’s website. Additionally, you can see your company’s entire network, so you know exactly who to go to for a warm introduction to an executive you’re researching on LinkedIn, without ever opening Salesforce.
Shift Sales into High Gear with Relationship Intelligence
Relationship intelligence is the fuel your sales engine needs. Why? B2B sales are in crisis: Cold calling and outreach are being rejected by buyers, marketing is less effective and budget constrained, and the path to decision makers is opaque (even with more sales tech). Relationship intelligence gives you context on how to get the most value from your company's shared network, helps you prospect via warm introductions, and ensures data is up to date and usable.
Interested in learning more?
Get an in-depth walkthrough and see how Affinity for Salesforce can help you close deals 25% faster.Talk to sales