Deal Insights where you work

Deal relevant insights delivered to the tools that drive deals

Access the key relationship context and deal data you need from Salesforce without leaving your email, browser, or virtual meeting

Dealmaking in the tools you use everyday

Most of a dealmaker's time is spent creating and advancing deals - prospecting, researching, and communicating. This means they spend their days in meetings, emailing contacts, or researching their next deal. No dealmaker wants the hassle of copying data back to CRM, moving between windows and apps, or trying to remember the name of the CEO they wanted to reach out to from that startup that they found while researching. Affinity for Salesforce delivers relationship insights, startup and people data into the tools that drive deals, and a connection back to Salesforce so critical data is available to the whole team in their CRM.

Sourcing high quality deals, faster

Quickly move through prospect research, qualification, and outreach to potential deals as with people and company data alongside relationship insights as you visit websites and LinkedIn pages of companies in and outside of your firm’s shared network. Update your deals, pipeline, and notes with synchronization with Salesforce directly from your browser.

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Update Salesforce in the flow of daily communication

Get caught up quickly with relevant relationships and deal context whenever you open an email or meeting invite with clients and prospects. Affinity for Salesforce provides a full history of interaction your team has had with the people and companies you are building deals with, alongside relationships insights, notes taken, and actionable data.

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Coming soon

Use and capture relationship intelligence before, during, and after meetings

Affinity Meetings makes it easy for dealmakers with busy schedules to access relevant CRM information about the people and organizations in their Zoom calls. Push deals forward with relevant relationship context and deal history directly in a meeting. Prepare for meetings with a full history of engagement with participants and notes from previous calls, with simple synch of notes directly with Salesforce

The CRM Enhancement Guide

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.

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Why customers love Affinity

"I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth. "
Paul Ipavec
Business Development Lead, Anduin
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"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
Christian Meermann
Founding Partner, Cherry Ventures
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"Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections. "
Eric Emmons
Managing Director, MassMutual Ventures
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"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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"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."
Henry Jefferies
Associate, Dawn Capital
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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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Interested in learning more?

Get an in-depth walkthrough to see the Affinity Relationship Intelligence CRM in action.

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