Move beyond Salesforce for Outlook
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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.
Why our customers love Affinity
