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Learn how Affinity for Salesforce can help you boost seller productivity
hours saved per user
increase in Pipeline
Faster dEal Closes

The best Salesforce for Outlook replacement that also boosts seller productivity

  • Automate record and event creation
    Capture all contact, account, and activity data directly in Salesforce
  • Surface relationship insights to drive deals
    Deeper understanding of every connection with automatic relationship insights
  • Use relationship insights natively in Salesforce
    Reports, Dashboards, and Triggers have direct, native access to relationship insights

How does Affinity for Salesforce help sellers be more productive?

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.

Warm Introductions Paths

Boost deal closing rates by 25% with warm introduction paths. Automatically highlight the strongest connections within your organization to key stakeholders, unveil hidden connections, and advance deals more effectively.

Native Access to Relationship Insights

Stay top-of-mind with every contact by setting up automatic Salesforce triggers, generate reports directly in Salesforce using captured data and relationship insights, and keep teams focused on the most valuable relationships with a clear understanding of where the best deals are coming from.

Why would I choose Affinity for Salesforce over other Inbox alternatives?

Affinity for Salesforce not only automates away significant time spent updating a CRM, but provides warm introduction paths to create and close deals with relationship intelligence.

Affinity for Salesforce is the only solution to provide all of this capability in the tools that sellers consistently use outside of the CRM to drive their deals forward.

Other key advantages of Affinity for Salesforce:
• Easy to use UI
• Data is stored indefinitely
• Simple to implement and deploy
• Set triggers, pull reports, and make dashboards with relationship intelligence data

How automation and relationship intelligence increases seller efficiency

Affinity uses all the data from seller's emails, meetings, and Salesforce events to build a relationship graph and insights that guide them to the warm introduction that will close their deal 25% faster.

We make all capabilities—CRM data automation, data enrichment, and relationship insights—available directly in the tools sellers use every day: in their browser as they review a prospect's website, when they reply to an email in Outlook or Gmail, and natively in Salesforce.

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


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.

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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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