Curated data & insights that drive deals
Spend more of your time on deals, not research
To be competitive, deal teams dedicate time and budget to sourcing and consolidating data that help drive prospecting and deal development. Data is sourced from from multiple sources—investing excessive cost and time to compile and connect it to their CRM. Affinity’s data enrichment of Salesforce records delivers unique, in-depth, and hard to find data points into Salesforce automatically—to help you better understand people and companies, inside and outside your firm's shared network—so you can find better deals, faster and take confident action more efficiently.
More intelligent sourcing, screening, and outreach with Affinity Data
Affinity CRM automatically enriches each contact and company record with data relevant to dealmakers, including biographic and firmographic data, funding, experience, and company growth. Deeper data enables better deal sourcing, accurate outreach, and more intelligent next steps. Whether you’re in your CRM, your email, or your browser—access the data you need to drive a deal forward from wherever you’re working.
Drive deal efficiency with relationship intelligence
Ensure every team is managing every relationship and deal as effectively as possible with Affinity’s relationship intelligence insights integrated into your Salesforce workflows. Keep valuable relationships strong by setting reminder triggers when a relationship score dips to a threshold—or incorporate metrics like funding data and employee headcount into your reporting and follow up analysis to ensure you make contact at the perfect time.
Useful, up-to-date data available where you work
Affinity's automated enrichment of Salesforce records with company, organization, and relationship insights also flow through to the tools you use to drive deals forward: email, browser, and meetings. Tap into the relationship context and deal insights you need at the right time—without having to leave your email or browser to go and find it. Save time and increase deal velocity by streamlining how you conduct research, qualify opportunities, and get caught up on deals in the pipeline.
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 for Saleforce
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