Deal relevant insights delivered to the tools that drive deals
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.
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.
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
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 customers love Affinity
Interested in learning more?
Get an in-depth walkthrough to see the Affinity Relationship Intelligence CRM in action.
Request a demo