Eliminating CRM Data Drudgery
Save every employee hundreds of hours of manual work per year
Painful manual data entry process can lead to incomplete, inaccurate data—which ultimately steers deal team members away from using or trusting the insights and activity in Salesforce. This contributes to the erosion of a company's Salesforce ROI as deal teams are not getting the business insights they need due to incomplete, inaccurate logged CRM data. Save 200+ hours of manual data entry and updates per employee per year with Affinity for Salesforce's automated record creation and enrichment. Every person you interact with automatically creates a CRM record that is enriched with the additional data and insights you need to successfully build deals. Every interaction with a contact across your entire company is also captured, giving deal teams complete visibility they can trust to quickly and confidently move deals forward.
Eliminate manual contact management
Affinity for Salesforce uses every email and meeting your team has to automatically create and enrich company and people records in Salesforce. This typically saves deal teams over 200 hours a year in data drudgery. With automated Salesforce record creation, you no longer have to worry about forgetting to log a person you’ve connected with that’s attached to a valuable deal or ensuring a prospect company record is created in your CRM.
Reliable relationship context that won’t slow you down
Missing that your team has already talked to a prospect about a deal or not seeing a meeting note from a previous Zoom meeting could jeopardize a prospect's trust in your and your firm. Take out the guesswork when getting up to speed on a relationship with Affinity for Salesforce's capturing and display of the full history of a relationship. With automated activity capture, your entire organization can confidently review the constantly evolving details of every relationship you manage across your entire organization.
Access relationship and deal insights anywhere
Whether you’re in Salesforce CRM, your email, or your browser—instantly see who from your team has a connection with the person or company you're researching, review historical team activity, and tap into the deal data you need to make more educated decisions, faster. Minimize context switching between data sources and stay focused in your dealmaking workflow no matter what tool you're in by accessing relevant insights at the right time.
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
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