Relationship insights driving deals in Salesforce — the world’s #1 CRM
Accelerate deals, eliminate manual data entry, and access key CRM insights from your inbox and browser
Affinity provides deal 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 deal 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 firms to navigate the deal landscape with confidence by providing up-to-date intelligence about their entire organization’s network and relationships. Relationship paths to opportunities are displayed alongside deal-relevant CRM data and the full history of engagement your firm has had with a prospect, 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 dealmakers use
Affinity for Salesforce provides relationship, contact, activity, and deal insights directly in the tools dealmakers use every day: their email and browser. This seamless integration lets dealmakers 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 firm’s entire network, so you know who to go to for a warm introduction to a founder you’re researching on LinkedIn, without ever opening Salesforce.
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.
Why our customers love Affinity
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