Bringing relationship intelligence and automation to Salesforce
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Don’t let deals escape your team
- Unlock relationship insights to drive deals
Stop chasing bad leads and missing deals
- Automate record and activity creation and enrichment
Stop wasting hundreds of hours on manual data entry every year
- Enrich every contact and account record
Always up-to-date contact and account records with Affinity Data
What is relationship intelligence from Affinity?
Automated Enrichment
Enhance your contact and organization records with data enrichment. Stay up-to-date on crucial information such as title changes, organization headcount shifts, and other key factors, ensuring you never miss the best time to reach out.
Warm Introduction Paths
Boost deal closing rates by 25% with warm introduction paths. Discover the strongest connections within your organization to key stakeholders, unveil hidden connections, and advance deals more effectively.
Relationship History and Context
Affinity automatically syncs with your team’s email, calendar, and Salesforce activity data. Access the complete engagement history for companies and contacts, ensuring you never miss crucial context during prospect outreach.
Why does relationship intelligence matter to my deal teams
Salesforce offers the ability to capture prospect and deal activity. Still, it provides no visibility into the relationships and engagement that will close the deal faster—and your teams are often reluctant to use it because of data and usability concerns.
Affinity for Salesforce combines all the data from their email, meetings, and Salesforce events to build insights that guide them within Salesforce to the warm introduction that will close their deal 25% faster.
How automation increases deal efficiency
We automate the creation, update, and enrichment of CRM data, so dealmakers don’t have to spend their time in CRM data drudgery—giving you a full picture of people and activities engaged in every deal.
Finally, we make all these capabilities available directly in the tools you use every day: in a browser as they review a prospect's website, when you reply to an email from them, and even when you are in a Zoom meeting.
All while giving you firm complete control of privacy, security, and compliance.
Relationship intelligence to drive deals
As a dealmaker, you know that your teams are not making the most of their shared networks or their CRM data to drive deals. But forcing them to use their CRM more is not the answer.
Affinity for Salesforce ensures your firm gets the total value of your shared network by providing deal teams with automated creation and update of records, the Relationship Intelligence that drives deals, and access to CRM data in all the tools they use every day such as Chrome, Zoom, and email.
Relationship intelligence and automation driving deals
Financial services dealmaking has fundamentally changed with the end of cheap capital and reduced operational and IT budgets. Many firms are questioning whether they are getting a sufficient return from their CRM, deal data, and deal too investments. Read our CRM Enhancement Guide to find out how to successfully increase Salesforce adoption across the team and maximize the value it can bring to your dealmaking.
Why our customers love Affinity for Salesforce
