Affinity for Salesforce

Relationship insights driving deals in Salesforce — the world’s #1 CRM

Use your network and automated relationship insights to find, manage, and close more high-quality deals everywhere you work

Accelerate deals, eliminate manual data entry, and access key CRM insights from your inbox and browser

Affinity provides sales teams with reliable and regularly updated insights about their organization’s network of people and companies through Salesforce—and extends these insights into their sales workflow in their email and browser.

With Affinity for Salesforce, you can automate the creation, update, and enrichment of records using inbox and calendar activity, saving more than 200 hours of manual CRM work per user every year. Additionally, Affinity delivers valuable relationship insights that help sales teams find warm introductions to decision-makers and discover and engage with new opportunities.

Drive higher-quality deals with automatic relationship insights

Affinity for Salesforce enables sellers to navigate the sales landscape with confidence by providing up-to-date intelligence about their entire company’s network and relationships. Relationship paths to opportunities are displayed alongside deal-relevant CRM data and the full history of engagement your company has had with a prospect or customer, so you always have the information you need right at your fingertips. All of these insights are automatically updated and available in Salesforce as well as in the tools you use every day, like your email, on LinkedIn, or directly in your browser when you’re on a prospect’s website.

Improve deal efficiency with better data

Affinity enriches your Salesforce experience with relationship insights and contact and company data that drives deals. These insights are shown in both VisualForce objects on enriched records and within custom Salesforce fields, so sellers can use them for sourcing, engagement, and reporting. Additionally, data and platform teams can use Affinity data to drive automated workflows or create relationship-focused reports or dashboards directly in Salesforce. For example, you can set up a trigger to alert a sales team member when a relationship score for a key contact drops below a certain threshold.

Find deals faster with access to insights in the tools sellers use

Affinity for Salesforce provides relationship, contact, activity, and deal insights directly in the tools sellers use every day: their email and browser. This seamless integration lets sellers focus on what matters—finding high-quality opportunities and closing deals. You can add notes, edit existing Salesforce records, and create new contacts, accounts, and opportunities directly from your inbox or while browsing a prospect’s website. Additionally, you can see your company’s entire network, so you know who to go to for a warm introduction to a buyer you’re researching on LinkedIn, without ever opening Salesforce.

Learn more
AUTOMATED ACTIVITY CAPTURE

Automatically capture contact, account, and activity data in Salesforce

Automated activity capture saves 200+ hours of manual CRM work per employee every year. Affinity integrates with your inbox and calendar to accurately capture all engagement activities, such as meetings and emails, while automatically updating your Salesforce records and enriching them with the data you need to close deals faster.

Learn more

Why our customers love Affinity

"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
Read case study
"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
Read case study
"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
Read case study
"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
Read case study

Interested in learning more?

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

Request a demo