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Learn how we can help you close more deals faster with Affinity
hours saved per user
faster deal closes
increase in dealflow

Don’t let your investment in your Salesforce CRM go to waste

  • Automate record and event creation and enrichment
    End the constant cycle of data projects
  • Surface relationship insights to drive deals
    Stop chasing bad leads and missing deals
  • Unlock efficiency across your deal teams
    Automation and AI-driven insights enhance deal workflows

What is relationship intelligence from Affinity?

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.

Activity Capture

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.

Quality Record 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.

Why would I add another App to Salesforce?

Salesforce offers incredible workflow and deal management capabilities, but your deal teams struggle to adopt it because of incomplete data and a reluctance to interrupt their workflow to input data manually.

Affinity for Salesforce automates the creation, update, and enrichment of CRM data directly from the activity of your deal teams, so they don’t have to spend their time in CRM data drudgery.

How automation increases deal efficiency

Additionally, we use all the data from their email, meetings, and Salesforce events to build a relationship graph and insights that guide them within Salesforce to the warm introduction that will close their deal 25% faster.

Finally, we make all these capabilities—CRM data automation, data enrichment, and relationship insights—available directly in the tools dealmakers use every day: directly in a browser as they review a prospect's website, when they reply to an email from them, and even when they are in a Zoom meeting.

All while giving you control of privacy, security, and compliance.

The CRM Enhancement Guide

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 tool 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.

Download now

Why our customers love Affinity

"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "
Harry Stebbings
Founder, Stride.VC
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"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."
Alessandro Vigilante
VP Corporate Business Development, Fidelity
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"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."
Rudy Burger
Founder and Managing Partner, Woodside Capital Partners
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"Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients."
Mirko Heide
Managing Director, IEG
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"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."
Michael Lamm
Co-founder & Managing Partner, CAS
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Interested in learning more?

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