ENHANCED SALESFORCE DATA

New relationship insights to help you accelerate deal flow

Manage deals and relationships more intelligently with new Salesforce triggers, deeper reports, and richer relationship insights

Confidently make better decisions with insights you haven’t had access to before

Affinity and Salesforce’s seamless integration allows you to access always up-to-date relationship, deal, and activity insights in Salesforce (as well as your everyday tools like email and web browser). You can also manage deals and relationships more intelligently by building automated workflows, triggers, and custom reports in Salesforce with Affinity’s relationship intelligence insights and proprietary data enrichment.

Incorporate relationship intelligence

Improve your sales process and gain valuable insights into your relationships and deals with Affinity for Salesforce. By analyzing your company's interactions through email, calendar data, and Salesforce activities, Affinity will help you identify every connection your business has with external individuals and companies, track the complete engagement history of those relationships, and measure the strength of each connection. This information will enable you to identify warm introductions to prospects, collaborate with team members to move deals forward, and close deals faster.

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Add triggers for new insights

Manage every relationship and deal more effectively with Affinity's relationship intelligence insights integrated into your Salesforce workflows. You can consistently stay top-of-mind with key relationships by setting reminder triggers when a relationship score drops below a specific threshold or when critical company insights change, providing a relevant reason to spark up a good conversation.

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Analyze your dealmaking more deeply

Keep your deals moving forward by incorporating metrics like employee growth, team activity, relationship scores, and more into your Salesforce reports. Accurately analyze with confidence that you’re focusing your resources on the right deals and staying on top of important relationships.

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.

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Why customers love Affinity

"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 Partner, 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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"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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"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."
Rudy Burger
Founder and Managing Partner, Woodside Capital Partners
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"Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients."
Mirko Heide
Managing Director, IEG
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"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."
Michael Lamm
Co-founder & Managing Partner, CAS
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Interested in learning more?

Get an in-depth walkthrough and see how Affinity for Salesforce can help you close deals 25% faster.

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