Drive deals outside of Salesforce with the tools you use every day

Access relationship context and modify or create Salesforce records without leaving your email, web browser, or LinkedIn

Closing deals in the tools you use every day

Sellers spend most of their time finding and progressing deals, attending meetings, emailing contacts, and researching their next deal. They don’t have time to move between browser windows and apps to manually copy data back to their CRM. 

Affinity for Salesforce delivers relationship, contact, activity, and deal insights into the tools you use to drive deals such as Gmail, Outlook, Google Chrome, and LinkedIn, and seamlessly connects back to Salesforce so critical data is always available to the whole team in their CRM.

Sourcing high-quality deals, faster

Quickly move through prospect research, qualification, and outreach to potential deals with access to people and company data and relationship insights as you browse through company websites and LinkedIn profiles. Seamlessly update your deals, pipeline, and notes, or create new contacts, accounts, and opportunities while ensuring synchronization with Salesforce, all 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 the full history of interaction your team has had with the people and companies you are building deals with, alongside relationship insights, relevant notes, and actionable data.

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Connect Salesforce with your inbox and browser to boost productivity

Close deals faster with access to Salesforce in your email inbox and on prospects’ websites. Affinity extensions seamlessly connect Salesforce to Google Chrome, Gmail, and Outlook, so you can edit existing records, add relevant notes, and create new contacts, accounts, and opportunities without switching back and forth to Salesforce.

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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

"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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"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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"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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"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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"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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"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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"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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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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