Relationship intelligence for deal teams
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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.
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.
Why our customers love Affinity
